RWM
Ritholtz Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.87M | Sell |
82,323
-28
| -0% | -$3.02K | 0.2% | 58 |
|
|
2025
Q1 | $9.79M | Buy |
82,351
+12,488
| +18% | +$1.49M | 0.29% | 44 |
|
|
2024
Q4 | $7.52M | Buy |
69,863
+207
| +0.3% | +$22.3K | 0.22% | 55 |
|
|
2024
Q3 | $8.17M | Buy |
69,656
+4,169
| +6% | +$489K | 0.25% | 50 |
|
|
2024
Q2 | $7.54M | Sell |
65,487
-190
| -0.3% | -$21.9K | 0.25% | 47 |
|
|
2024
Q1 | $7.63M | Buy |
65,677
+1,876
| +3% | +$218K | 0.26% | 47 |
|
|
2023
Q4 | $6.38M | Sell |
63,801
-1,446
| -2% | -$145K | 0.25% | 50 |
|
|
2023
Q3 | $7.67M | Buy |
65,247
+842
| +1% | +$99K | 0.34% | 40 |
|
|
2023
Q2 | $6.91M | Buy |
64,405
+5,222
| +9% | +$560K | 0.31% | 43 |
|
|
2023
Q1 | $6.49M | Buy |
59,183
+2,929
| +5% | +$321K | 0.32% | 42 |
|
|
2022
Q4 | $6.2M | Sell |
56,254
-14,250
| -20% | -$1.57M | 0.35% | 43 |
|
|
2022
Q3 | $6.16M | Buy |
70,504
+22,858
| +48% | +$2M | 0.33% | 33 |
|
|
2022
Q2 | $4.08M | Buy |
47,646
+5,530
| +13% | +$474K | 0.26% | 46 |
|
|
2022
Q1 | $3.48M | Buy |
42,116
+3,365
| +9% | +$278K | 0.24% | 48 |
|
|
2021
Q4 | $2.37M | Buy |
38,751
+4,924
| +15% | +$301K | 0.15% | 68 |
|
|
2021
Q3 | $1.99M | Buy |
33,827
+1,730
| +5% | +$102K | 0.14% | 75 |
|
|
2021
Q2 | $2.03M | Buy |
32,097
+7,790
| +32% | +$491K | 0.15% | 69 |
|
|
2021
Q1 | $1.36M | Buy |
24,307
+4,218
| +21% | +$235K | 0.11% | 88 |
|
|
2020
Q4 | $828K | Buy |
20,089
+1,417
| +8% | +$58.4K | 0.08% | 108 |
|
|
2020
Q3 | $641K | Sell |
18,672
-9,069
| -33% | -$311K | 0.07% | 110 |
|
|
2020
Q2 | $1.24M | Buy |
27,741
+6,471
| +30% | +$289K | 0.16% | 57 |
|
|
2020
Q1 | $808K | Buy |
21,270
+5,061
| +31% | +$192K | 0.13% | 60 |
|
|
2019
Q4 | $1.13M | Sell |
16,209
-87
| -0.5% | -$6.07K | 0.17% | 45 |
|
|
2019
Q3 | $1.15M | Buy |
16,296
+3,653
| +29% | +$258K | 0.19% | 42 |
|
|
2019
Q2 | $969K | Buy |
12,643
+258
| +2% | +$19.8K | 0.17% | 45 |
|
|
2019
Q1 | $1M | Sell |
12,385
-1,133
| -8% | -$91.6K | 0.18% | 41 |
|
|
2018
Q4 | $922K | Sell |
13,518
-500
| -4% | -$34.1K | 0.21% | 41 |
|
|
2018
Q3 | $1.19M | Sell |
14,018
-2,595
| -16% | -$221K | 0.3% | 29 |
|
|
2018
Q2 | $1.37M | Sell |
16,613
-773
| -4% | -$63.9K | 0.37% | 24 |
|
|
2018
Q1 | $1.3M | Sell |
17,386
-1,098
| -6% | -$81.9K | 0.37% | 24 |
|
|
2017
Q4 | $1.55M | Buy |
18,484
+10,322
| +126% | +$863K | 0.46% | 26 |
|
|
2017
Q3 | $669K | Buy |
8,162
+1,947
| +31% | +$160K | 0.25% | 32 |
|
|
2017
Q2 | $502K | Buy |
+6,215
| New | +$502K | 0.21% | 39 |
|
|
2016
Q4 | $556K | Buy |
+6,156
| New | +$556K | 0.28% | 40 |
|