Richwood Investment Advisors’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 | $1.2M | Hold |
11,142
| – | – | 0.99% | 22 |
|
|
2025
Q1 | $1.33M | Buy |
11,142
+52
| +0.5% | +$6.18K | 1.13% | 19 |
|
|
2024
Q4 | $1.19M | Sell |
11,090
-53
| -0.5% | -$5.7K | 0.99% | 22 |
|
|
2024
Q3 | $1.31M | Sell |
11,143
-230
| -2% | -$27K | 1.08% | 21 |
|
|
2024
Q2 | $1.31M | Sell |
11,373
-212
| -2% | -$24.4K | 1.15% | 20 |
|
|
2024
Q1 | $1.35M | Buy |
11,585
+271
| +2% | +$31.5K | 1.2% | 17 |
|
|
2023
Q4 | $1.13M | Sell |
11,314
-235
| -2% | -$23.5K | 1.06% | 19 |
|
|
2023
Q3 | $1.36M | Sell |
11,549
-17
| -0.1% | -$2K | 1.38% | 15 |
|
|
2023
Q2 | $1.24M | Buy |
11,566
+1
| +0% | +$107 | 1.21% | 18 |
|
|
2023
Q1 | $1.27M | Sell |
11,565
-351
| -3% | -$38.5K | 1.26% | 17 |
|
|
2022
Q4 | $1.31M | Buy |
11,916
+1
| +0% | +$110 | 1.32% | 17 |
|
|
2022
Q3 | $1.04M | Hold |
11,915
| – | – | 1.14% | 22 |
|
|
2022
Q2 | $1.02M | Sell |
11,915
-77
| -0.6% | -$6.59K | 1.03% | 23 |
|
|
2022
Q1 | $990K | Buy |
11,992
+852
| +8% | +$70.3K | 0.88% | 25 |
|
|
2021
Q4 | $682K | Buy |
+11,140
| New | +$682K | 0.6% | 40 |
|