RFG Advisory’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 | $7.93M | Sell |
73,541
-195
| -0.3% | -$21K | 0.19% | 89 |
|
|
2025
Q1 | $8.77M | Sell |
73,736
-2,231
| -3% | -$265K | 0.24% | 69 |
|
|
2024
Q4 | $8.17M | Buy |
75,967
+2,695
| +4% | +$290K | 0.23% | 75 |
|
|
2024
Q3 | $8.59M | Buy |
73,272
+1,310
| +2% | +$154K | 0.26% | 62 |
|
|
2024
Q2 | $8.28M | Buy |
71,962
+1,304
| +2% | +$150K | 0.27% | 60 |
|
|
2024
Q1 | $8.21M | Buy |
70,658
+1,893
| +3% | +$220K | 0.28% | 61 |
|
|
2023
Q4 | $6.88M | Buy |
68,765
+600
| +0.9% | +$60K | 0.27% | 66 |
|
|
2023
Q3 | $8.01M | Buy |
68,165
+2,916
| +4% | +$343K | 0.36% | 48 |
|
|
2023
Q2 | $7M | Sell |
65,249
-1,381
| -2% | -$148K | 0.31% | 52 |
|
|
2023
Q1 | $7.31M | Buy |
66,630
+3,811
| +6% | +$418K | 0.36% | 51 |
|
|
2022
Q4 | $7.03M | Buy |
62,819
+6,806
| +12% | +$762K | 0.35% | 48 |
|
|
2022
Q3 | $6.39M | Buy |
56,013
+3,935
| +8% | +$449K | 0.36% | 46 |
|
|
2022
Q2 | $4.61M | Buy |
52,078
+3,772
| +8% | +$334K | 0.27% | 67 |
|
|
2022
Q1 | $3.99M | Sell |
48,306
-2,284
| -5% | -$189K | 0.25% | 63 |
|
|
2021
Q4 | $3.1M | Buy |
50,590
+4
| +0% | +$245 | 0.21% | 70 |
|
|
2021
Q3 | $2.98M | Sell |
50,586
-7,772
| -13% | -$457K | 0.24% | 65 |
|
|
2021
Q2 | $3.68M | Buy |
58,358
+7,029
| +14% | +$443K | 0.33% | 49 |
|
|
2021
Q1 | $2.87M | Sell |
51,329
-4,498
| -8% | -$251K | 0.31% | 57 |
|
|
2020
Q4 | $2.54M | Sell |
55,827
-1,418
| -2% | -$64.5K | 0.33% | 61 |
|
|
2020
Q3 | $1.97M | Sell |
57,245
-5,098
| -8% | -$175K | 0.28% | 78 |
|
|
2020
Q2 | $2.79M | Sell |
62,343
-494
| -0.8% | -$22.1K | 0.43% | 42 |
|
|
2020
Q1 | $2.39M | Buy |
62,837
+24,713
| +65% | +$938K | 0.45% | 44 |
|
|
2019
Q4 | $2.66M | Buy |
38,124
+4,194
| +12% | +$293K | 0.45% | 41 |
|
|
2019
Q3 | $2.4M | Buy |
33,930
+4,879
| +17% | +$345K | 0.48% | 44 |
|
|
2019
Q2 | $2.23M | Buy |
29,051
+9,326
| +47% | +$716K | 0.51% | 41 |
|
|
2019
Q1 | $1.59M | Sell |
19,725
-2,709
| -12% | -$219K | 0.41% | 53 |
|
|
2018
Q4 | $1.53M | Buy |
22,434
+2,779
| +14% | +$190K | 0.38% | 46 |
|
|
2018
Q3 | $1.91M | Buy |
19,655
+3,862
| +24% | +$375K | 0.5% | 43 |
|
|
2018
Q2 | $1.31M | Buy |
15,793
+2,012
| +15% | +$167K | 0.39% | 46 |
|
|
2018
Q1 | $1.03M | Buy |
13,781
+559
| +4% | +$41.7K | 0.38% | 45 |
|
|
2017
Q4 | $1.15M | Buy |
13,222
+6,183
| +88% | +$536K | 0.53% | 41 |
|
|
2017
Q3 | $577K | Sell |
7,039
-444
| -6% | -$36.4K | 0.36% | 58 |
|
|
2017
Q2 | $600K | Buy |
7,483
+143
| +2% | +$11.5K | 0.41% | 46 |
|
|
2017
Q1 | $606K | Buy |
7,340
+2,255
| +44% | +$186K | 0.46% | 51 |
|
|
2016
Q4 | $439K | Hold |
5,085
| – | – | 0.42% | 48 |
|
|
2016
Q3 | $438K | Sell |
5,085
-180
| -3% | -$15.5K | 0.4% | 49 |
|
|
2016
Q2 | $494K | Buy |
5,265
+24
| +0.5% | +$2.25K | 0.43% | 44 |
|
|
2016
Q1 | $438K | Buy |
+5,241
| New | +$438K | 0.34% | 50 |
|
|
2015
Q4 | – | Sell |
-4,442
| Closed | -$330K | – | 74 |
|
|
2015
Q3 | $330K | Sell |
4,442
-5,496
| -55% | -$408K | 1.06% | 27 |
|
|
2015
Q2 | $827K | Buy |
+9,938
| New | +$827K | 0.37% | 49 |
|