Retirement Planning Group (Kansas)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
18,844
-561
| -3% | -$60.5K | 0.09% | 86 |
|
|
2025
Q1 | $2.31M | Buy |
19,405
+2,824
| +17% | +$336K | 0.11% | 72 |
|
|
2024
Q4 | $1.78M | Buy |
16,581
+2,108
| +15% | +$227K | 0.09% | 88 |
|
|
2024
Q3 | $1.7M | Buy |
14,473
+6,110
| +73% | +$716K | 0.09% | 94 |
|
|
2024
Q2 | $963K | Sell |
8,363
-182
| -2% | -$21K | 0.06% | 105 |
|
|
2024
Q1 | $993K | Buy |
8,545
+332
| +4% | +$38.6K | 0.08% | 99 |
|
|
2023
Q4 | $821K | Buy |
8,213
+1,837
| +29% | +$184K | 0.07% | 93 |
|
|
2023
Q3 | $750K | Buy |
6,376
+365
| +6% | +$42.9K | 0.08% | 72 |
|
|
2023
Q2 | $645K | Buy |
6,011
+53
| +0.9% | +$5.68K | 0.06% | 86 |
|
|
2023
Q1 | $653K | Buy |
5,958
+443
| +8% | +$48.6K | 0.07% | 75 |
|
|
2022
Q4 | $608K | Buy |
5,515
+3
| +0.1% | +$331 | 0.07% | 79 |
|
|
2022
Q3 | $481K | Buy |
5,512
+23
| +0.4% | +$2.01K | 0.06% | 87 |
|
|
2022
Q2 | $470K | Sell |
5,489
-130
| -2% | -$11.1K | 0.06% | 75 |
|
|
2022
Q1 | $464K | Buy |
5,619
+269
| +5% | +$22.2K | 0.05% | 73 |
|
|
2021
Q4 | $327K | Sell |
5,350
-2
| -0% | -$122 | 0.03% | 83 |
|
|
2021
Q3 | $315K | Buy |
5,352
+134
| +3% | +$7.89K | 0.04% | 69 |
|
|
2021
Q2 | $329K | Sell |
5,218
-575
| -10% | -$36.3K | 0.04% | 66 |
|
|
2021
Q1 | $323K | Buy |
5,793
+696
| +14% | +$38.8K | 0.04% | 51 |
|
|
2020
Q4 | $210K | Buy |
+5,097
| New | +$210K | 0.03% | 61 |
|
|
2020
Q3 | – | Sell |
-5,226
| Closed | -$234K | – | 60 |
|
|
2020
Q2 | $234K | Buy |
+5,226
| New | +$234K | 0.04% | 55 |
|
|
2020
Q1 | – | Sell |
-5,118
| Closed | -$357K | – | 74 |
|
|
2019
Q4 | $357K | Buy |
5,118
+1
| +0% | +$70 | 0.07% | 56 |
|
|
2019
Q3 | $361K | Hold |
5,117
| – | – | 0.08% | 49 |
|
|
2019
Q2 | $392K | Sell |
5,117
-14
| -0.3% | -$1.07K | 0.09% | 43 |
|
|
2019
Q1 | $415K | Sell |
5,131
-87
| -2% | -$7.04K | 0.1% | 42 |
|
|
2018
Q4 | $356K | Buy |
5,218
+73
| +1% | +$4.98K | 0.1% | 43 |
|
|
2018
Q3 | $437K | Buy |
5,145
+286
| +6% | +$24.3K | 0.11% | 35 |
|
|
2018
Q2 | $402K | Sell |
4,859
-600
| -11% | -$49.6K | 0.11% | 36 |
|
|
2018
Q1 | $407K | Sell |
5,459
-13
| -0.2% | -$969 | 0.11% | 33 |
|
|
2017
Q4 | $458K | Hold |
5,472
| – | – | 0.13% | 33 |
|
|
2017
Q3 | $449K | Hold |
5,472
| – | – | 0.13% | 32 |
|
|
2017
Q2 | $442K | Buy |
5,472
+100
| +2% | +$8.08K | 0.13% | 32 |
|
|
2017
Q1 | $441K | Hold |
5,372
| – | – | 0.13% | 36 |
|
|
2016
Q4 | $485K | Sell |
5,372
-75
| -1% | -$6.77K | 0.16% | 32 |
|
|
2016
Q3 | $475K | Hold |
5,447
| – | – | 0.15% | 32 |
|
|
2016
Q2 | $511K | Hold |
5,447
| – | – | 0.17% | 35 |
|
|
2016
Q1 | $455K | Hold |
5,447
| – | – | 0.16% | 37 |
|
|
2015
Q4 | $425K | Sell |
5,447
-800
| -13% | -$62.4K | 0.16% | 39 |
|
|
2015
Q3 | $464K | Hold |
6,247
| – | – | 0.2% | 37 |
|
|
2015
Q2 | $520K | Hold |
6,247
| – | – | 0.21% | 41 |
|
|
2015
Q1 | $531K | Sell |
6,247
-300
| -5% | -$25.5K | 0.21% | 42 |
|
|
2014
Q4 | $605K | Hold |
6,547
| – | – | 0.19% | 44 |
|
|
2014
Q3 | $616K | Hold |
6,547
| – | – | 0.19% | 41 |
|
|
2014
Q2 | $659K | Hold |
6,547
| – | – | 0.2% | 41 |
|
|
2014
Q1 | $640K | Hold |
6,547
| – | – | 0.21% | 45 |
|
|
2013
Q4 | $663K | Sell |
6,547
-910
| -12% | -$92.2K | 0.24% | 41 |
|
|
2013
Q3 | $642K | Sell |
7,457
-27
| -0.4% | -$2.33K | 0.23% | 43 |
|
|
2013
Q2 | $676K | Buy |
+7,484
| New | +$676K | 0.28% | 44 |
|