RiverGlades Family Offices’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 | $536K | Hold |
4,975
| – | – | 0.35% | 48 |
|
|
2025
Q1 | $592K | Hold |
4,975
| – | – | 0.43% | 44 |
|
|
2024
Q4 | $535K | Hold |
4,975
| – | – | 0.38% | 42 |
|
|
2024
Q3 | $583K | Hold |
4,975
| – | – | 0.42% | 42 |
|
|
2024
Q2 | $573K | Hold |
4,975
| – | – | 0.45% | 39 |
|
|
2024
Q1 | $589K | Hold |
4,975
| – | – | 0.47% | 38 |
|
|
2023
Q4 | $513K | Hold |
4,975
| – | – | 0.42% | 40 |
|
|
2023
Q3 | $585K | Hold |
4,975
| – | – | 0.51% | 36 |
|
|
2023
Q2 | $534K | Hold |
4,975
| – | – | 0.48% | 39 |
|
|
2023
Q1 | $546K | Hold |
4,975
| – | – | 0.5% | 38 |
|
|
2022
Q4 | $549K | Buy |
+4,975
| New | +$549K | 0.5% | 35 |
|
|
2022
Q2 | $340K | Hold |
3,975
| – | – | 0.32% | 52 |
|
|
2022
Q1 | $328K | Hold |
3,975
| – | – | 0.25% | 66 |
|
|
2021
Q4 | $243K | Buy |
3,975
+150
| +4% | +$9.17K | 0.18% | 73 |
|
|
2021
Q3 | $225K | Buy |
+3,825
| New | +$225K | 0.18% | 73 |
|
|
2019
Q4 | – | Sell |
-3,450
| Closed | -$244K | – | 66 |
|
|
2019
Q3 | $244K | Hold |
3,450
| – | – | 0.22% | 61 |
|
|
2019
Q2 | $264K | Hold |
3,450
| – | – | 0.24% | 60 |
|
|
2019
Q1 | $279K | Buy |
+3,450
| New | +$279K | 0.25% | 55 |
|
|
2018
Q4 | – | Sell |
-2,950
| Closed | -$251K | – | 93 |
|
|
2018
Q3 | $251K | Hold |
2,950
| – | – | 0.21% | 62 |
|
|
2018
Q2 | $244K | Sell |
2,950
-3,727
| -56% | -$308K | 0.21% | 61 |
|
|
2018
Q1 | $498K | Buy |
6,677
+1,512
| +29% | +$113K | 0.4% | 42 |
|
|
2017
Q4 | $432K | Buy |
+5,165
| New | +$432K | 0.35% | 42 |
|