RWP
Ridgecrest Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
17,069
+1,377
| +9% | +$148K | 0.97% | 26 |
|
|
2025
Q1 | $1.87M | Buy |
15,692
+726
| +5% | +$86.3K | 0.98% | 24 |
|
|
2024
Q4 | $1.61M | Sell |
14,966
-1,500
| -9% | -$161K | 0.87% | 24 |
|
|
2024
Q3 | $1.93M | Buy |
16,466
+350
| +2% | +$41K | 1.01% | 22 |
|
|
2024
Q2 | $1.86M | Buy |
16,116
+46
| +0.3% | +$5.3K | 1.12% | 20 |
|
|
2024
Q1 | $1.87M | Hold |
16,070
| – | – | 1.11% | 19 |
|
|
2023
Q4 | $1.61M | Buy |
16,070
+400
| +3% | +$40K | 1.06% | 19 |
|
|
2023
Q3 | $1.84M | Hold |
15,670
| – | – | 1.29% | 18 |
|
|
2023
Q2 | $1.68M | Hold |
15,670
| – | – | 1.11% | 20 |
|
|
2023
Q1 | $1.72M | Hold |
15,670
| – | – | 1.22% | 20 |
|
|
2022
Q4 | $1.73M | Hold |
15,670
| – | – | 1.31% | 21 |
|
|
2022
Q3 | $1.37M | Hold |
15,670
| – | – | 1.12% | 21 |
|
|
2022
Q2 | $1.34M | Sell |
15,670
-252
| -2% | -$21.6K | 0.98% | 26 |
|
|
2022
Q1 | $1.32M | Sell |
15,922
-614
| -4% | -$50.7K | 0.83% | 32 |
|
|
2021
Q4 | $1.01M | Buy |
16,536
+1,037
| +7% | +$63.5K | 0.49% | 46 |
|
|
2021
Q3 | $912K | Buy |
15,499
+587
| +4% | +$34.5K | 0.5% | 47 |
|
|
2021
Q2 | $941K | Buy |
14,912
+2,766
| +23% | +$175K | 0.59% | 45 |
|
|
2021
Q1 | $678K | Buy |
+12,146
| New | +$678K | 0.65% | 42 |
|