Ridgewood Investments’s Exxon Mobil XOM Stock Holding History

Ridgewood Investments’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.44M	Buy	13,357 +7,580	+131%	+$817K	0.62%	45
2025 Q1	$687K	Buy	5,777 +1,775	+44%	+$211K	0.32%	92
2024 Q4	$431K	Buy	4,002 +1,148	+40%	+$124K	0.21%	121
2024 Q3	$335K	Sell	2,854 -2	-0.1%	-$234	0.17%	132
2024 Q2	$329K	Sell	2,856 -413	-13%	-$47.5K	0.16%	140
2024 Q1	$380K	Buy	3,269 +276	+9%	+$32.1K	0.2%	136
2023 Q4	$299K	Buy	2,993 +1,022	+52%	+$102K	0.18%	143
2023 Q3	$232K	Sell	1,971 -100	-5%	-$11.8K	0.15%	145
2023 Q2	$222K	Buy	2,071 +100	+5%	+$10.7K	0.13%	160
2023 Q1	$216K	Sell	1,971 -11	-0.6%	-$1.21K	0.13%	164
2022 Q4	$219K	Buy	+1,982	New	+$219K	0.16%	167
2022 Q1	–	Sell	-5,087	Closed	-$311K	–	216
2021 Q4	$311K	Hold	5,087	–	–	0.2%	143
2021 Q3	$299K	Sell	5,087 -788	-13%	-$46.3K	0.2%	141
2021 Q2	$371K	Buy	5,875 +691	+13%	+$43.6K	0.24%	131
2021 Q1	$289K	Sell	5,184 -6,318	-55%	-$352K	0.18%	153
2020 Q4	$395K	Hold	11,502	–	–	0.31%	105
2020 Q3	$395K	Sell	11,502 -693	-6%	-$23.8K	0.31%	106
2020 Q2	$545K	Sell	12,195 -350	-3%	-$15.6K	0.45%	74
2020 Q1	$476K	Buy	12,545 +6,121	+95%	+$232K	0.48%	65
2019 Q4	$448K	Buy	6,424 +1,336	+26%	+$93.2K	0.32%	98
2019 Q3	$359K	Sell	5,088 -75	-1%	-$5.29K	0.28%	111
2019 Q2	$396K	Hold	5,163	–	–	0.31%	108
2019 Q1	$417K	Sell	5,163 -569	-10%	-$46K	0.34%	91
2018 Q4	$487K	Hold	5,732	–	–	0.39%	71
2018 Q3	$487K	Buy	5,732 +360	+7%	+$30.6K	0.39%	71
2018 Q2	$444K	Sell	5,372 -74	-1%	-$6.12K	0.4%	73
2018 Q1	$406K	Sell	5,446 -38	-0.7%	-$2.83K	0.37%	79
2017 Q4	$459K	Sell	5,484 -85	-2%	-$7.11K	0.41%	76
2017 Q3	$457K	Sell	5,569 -168	-3%	-$13.8K	0.44%	65
2017 Q2	$463K	Sell	5,737 -10	-0.2%	-$807	0.46%	58
2017 Q1	$471K	Buy	5,747 +85	+2%	+$6.97K	0.51%	53
2016 Q4	$511K	Buy	+5,662	New	+$511K	0.6%	48