Richardson Financial Services’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 | $596K | Buy |
5,458
+147
| +3% | +$16.1K | 0.4% | 73 |
|
|
2025
Q1 | $632K | Buy |
5,311
+50
| +1% | +$5.95K | 0.48% | 59 |
|
|
2024
Q4 | $556K | Buy |
5,261
+300
| +6% | +$31.7K | 0.39% | 69 |
|
|
2024
Q3 | $571K | Hold |
4,961
| – | – | 0.36% | 73 |
|
|
2024
Q2 | $571K | Buy |
4,961
+1,176
| +31% | +$135K | 0.41% | 68 |
|
|
2024
Q1 | $440K | Buy |
3,785
+360
| +11% | +$41.8K | 0.31% | 91 |
|
|
2023
Q4 | $342K | Buy |
+3,425
| New | +$342K | 0.3% | 95 |
|