River Wealth 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 | $3.76M | Buy |
34,910
+774
| +2% | +$83.4K | 0.47% | 52 |
|
|
2025
Q1 | $4.06M | Buy |
34,136
+1,664
| +5% | +$198K | 0.56% | 46 |
|
|
2024
Q4 | $3.49M | Buy |
32,472
+2,421
| +8% | +$260K | 0.46% | 55 |
|
|
2024
Q3 | $3.52M | Buy |
30,051
+2,303
| +8% | +$270K | 0.47% | 58 |
|
|
2024
Q2 | $3.19M | Buy |
27,748
+3,492
| +14% | +$402K | 0.46% | 61 |
|
|
2024
Q1 | $2.82M | Buy |
24,256
+3,950
| +19% | +$459K | 0.41% | 65 |
|
|
2023
Q4 | $2.03M | Buy |
20,306
+3,874
| +24% | +$387K | 0.32% | 76 |
|
|
2023
Q3 | $1.93M | Buy |
16,432
+376
| +2% | +$44.2K | 0.35% | 76 |
|
|
2023
Q2 | $1.72M | Buy |
16,056
+2,130
| +15% | +$228K | 0.29% | 86 |
|
|
2023
Q1 | $1.53M | Buy |
13,926
+2,895
| +26% | +$317K | 0.28% | 90 |
|
|
2022
Q4 | $1.22M | Buy |
11,031
+294
| +3% | +$32.4K | 0.23% | 103 |
|
|
2022
Q3 | $937K | Sell |
10,737
-769
| -7% | -$67.1K | 0.2% | 111 |
|
|
2022
Q2 | $985K | Buy |
11,506
+1,199
| +12% | +$103K | 0.18% | 118 |
|
|
2022
Q1 | $851K | Sell |
10,307
-306
| -3% | -$25.3K | 0.14% | 125 |
|
|
2021
Q4 | $649K | Buy |
10,613
+77
| +0.7% | +$4.71K | 0.1% | 138 |
|
|
2021
Q3 | $620K | Sell |
10,536
-72
| -0.7% | -$4.24K | 0.11% | 135 |
|
|
2021
Q2 | $669K | Sell |
10,608
-4,840
| -31% | -$305K | 0.12% | 130 |
|
|
2021
Q1 | $862K | Buy |
15,448
+318
| +2% | +$17.7K | 0.16% | 114 |
|
|
2020
Q4 | $624K | Buy |
15,130
+144
| +1% | +$5.94K | 0.13% | 128 |
|
|
2020
Q3 | $514K | Buy |
14,986
+2,138
| +17% | +$73.3K | 0.13% | 131 |
|
|
2020
Q2 | $575K | Sell |
12,848
-808
| -6% | -$36.2K | 0.17% | 114 |
|
|
2020
Q1 | $519K | Buy |
13,656
+1,536
| +13% | +$58.4K | 0.21% | 103 |
|
|
2019
Q4 | $846K | Buy |
12,120
+413
| +4% | +$28.8K | 0.29% | 88 |
|
|
2019
Q3 | $827K | Sell |
11,707
-112
| -0.9% | -$7.91K | 0.31% | 85 |
|
|
2019
Q2 | $906K | Buy |
11,819
+190
| +2% | +$14.6K | 0.35% | 80 |
|
|
2019
Q1 | $940K | Sell |
11,629
-374
| -3% | -$30.2K | 0.39% | 78 |
|
|
2018
Q4 | $819K | Sell |
12,003
-2,142
| -15% | -$146K | 0.36% | 79 |
|
|
2018
Q3 | $1.2M | Sell |
14,145
-1,487
| -10% | -$126K | 0.44% | 76 |
|
|
2018
Q2 | $1.29M | Sell |
15,632
-211
| -1% | -$17.5K | 0.5% | 68 |
|
|
2018
Q1 | $1.18M | Sell |
15,843
-647
| -4% | -$48.3K | 0.5% | 72 |
|
|
2017
Q4 | $1.38M | Sell |
16,490
-668
| -4% | -$55.9K | 0.57% | 65 |
|
|
2017
Q3 | $1.41M | Buy |
17,158
+93
| +0.5% | +$7.63K | 0.64% | 61 |
|
|
2017
Q2 | $1.38M | Buy |
17,065
+3,613
| +27% | +$292K | 0.64% | 61 |
|
|
2017
Q1 | $1.1M | Sell |
13,452
-203
| -1% | -$16.6K | 0.54% | 70 |
|
|
2016
Q4 | $1.23M | Buy |
13,655
+167
| +1% | +$15.1K | 0.62% | 63 |
|
|
2016
Q3 | $1.18M | Buy |
13,488
+128
| +1% | +$11.2K | 0.65% | 60 |
|
|
2016
Q2 | $1.25M | Sell |
13,360
-155
| -1% | -$14.5K | 0.72% | 52 |
|
|
2016
Q1 | $1.13M | Buy |
13,515
+939
| +7% | +$78.5K | 0.68% | 56 |
|
|
2015
Q4 | $980K | Buy |
12,576
+1,867
| +17% | +$145K | 0.62% | 61 |
|
|
2015
Q3 | $796K | Sell |
10,709
-50
| -0.5% | -$3.72K | 0.55% | 67 |
|
|
2015
Q2 | $895K | Buy |
10,759
+14
| +0.1% | +$1.17K | 0.57% | 65 |
|
|
2015
Q1 | $913K | Buy |
+10,745
| New | +$913K | 0.57% | 66 |
|