RKL Wealth Management’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 | $2.39M | Buy |
22,211
+142
| +0.6% | +$15.3K | 0.21% | 60 |
|
|
2025
Q1 | $2.62M | Sell |
22,069
-6,044
| -21% | -$719K | 0.25% | 57 |
|
|
2024
Q4 | $3.02M | Buy |
28,113
+10,067
| +56% | +$1.08M | 0.27% | 51 |
|
|
2024
Q3 | $2.12M | Sell |
18,046
-260
| -1% | -$30.5K | 0.19% | 66 |
|
|
2024
Q2 | $2.11M | Buy |
18,306
+515
| +3% | +$59.3K | 0.2% | 56 |
|
|
2024
Q1 | $2.07M | Buy |
17,791
+50
| +0.3% | +$5.81K | 0.2% | 58 |
|
|
2023
Q4 | $1.77M | Buy |
17,741
+6,584
| +59% | +$658K | 0.19% | 61 |
|
|
2023
Q3 | $1.31M | Buy |
11,157
+172
| +2% | +$20.2K | 0.16% | 66 |
|
|
2023
Q2 | $1.18M | Buy |
10,985
+147
| +1% | +$15.8K | 0.14% | 71 |
|
|
2023
Q1 | $1.19M | Sell |
10,838
-2
| -0% | -$219 | 0.15% | 69 |
|
|
2022
Q4 | $1.2M | Buy |
10,840
+236
| +2% | +$26K | 0.16% | 72 |
|
|
2022
Q3 | $926K | Buy |
10,604
+610
| +6% | +$53.3K | 0.13% | 78 |
|
|
2022
Q2 | $856K | Buy |
9,994
+418
| +4% | +$35.8K | 0.12% | 84 |
|
|
2022
Q1 | $791K | Buy |
9,576
+5,252
| +121% | +$434K | 0.1% | 87 |
|
|
2021
Q4 | $265K | Buy |
4,324
+96
| +2% | +$5.88K | 0.03% | 111 |
|
|
2021
Q3 | $249K | Buy |
4,228
+59
| +1% | +$3.48K | 0.03% | 115 |
|
|
2021
Q2 | $263K | Sell |
4,169
-1,321
| -24% | -$83.3K | 0.03% | 117 |
|
|
2021
Q1 | $307K | Buy |
+5,490
| New | +$307K | 0.04% | 110 |
|
|
2020
Q3 | – | Sell |
-29,579
| Closed | -$1.32M | – | 121 |
|
|
2020
Q2 | $1.32M | Sell |
29,579
-247
| -0.8% | -$11K | 0.23% | 61 |
|
|
2020
Q1 | $1.13M | Sell |
29,826
-2,178
| -7% | -$82.7K | 0.24% | 58 |
|
|
2019
Q4 | $2.23M | Buy |
32,004
+2,622
| +9% | +$183K | 0.4% | 48 |
|
|
2019
Q3 | $2.07M | Sell |
29,382
-355
| -1% | -$25K | 0.39% | 47 |
|
|
2019
Q2 | $2.28M | Sell |
29,737
-1,439
| -5% | -$110K | 0.42% | 44 |
|
|
2019
Q1 | $2.51M | Buy |
31,176
+891
| +3% | +$71.8K | 0.49% | 43 |
|
|
2018
Q4 | $2.05M | Sell |
30,285
-787
| -3% | -$53.3K | 0.47% | 45 |
|
|
2018
Q3 | $2.64M | Sell |
31,072
-1,683
| -5% | -$143K | 0.56% | 41 |
|
|
2018
Q2 | $2.71M | Sell |
32,755
-4,152
| -11% | -$344K | 0.61% | 37 |
|
|
2018
Q1 | $2.76M | Sell |
36,907
-1,246
| -3% | -$93.1K | 0.65% | 37 |
|
|
2017
Q4 | $3.19M | Sell |
38,153
-4,430
| -10% | -$370K | 0.79% | 34 |
|
|
2017
Q3 | $3.49M | Buy |
42,583
+3,448
| +9% | +$282K | 0.98% | 35 |
|
|
2017
Q2 | $3.15M | Buy |
39,135
+4,202
| +12% | +$339K | 1% | 32 |
|
|
2017
Q1 | $2.86M | Buy |
34,933
+3,266
| +10% | +$268K | 1.15% | 29 |
|
|
2016
Q4 | $2.86M | Sell |
31,667
-549
| -2% | -$49.5K | 1.38% | 27 |
|
|
2016
Q3 | $2.81M | Buy |
32,216
+2,999
| +10% | +$262K | 1.42% | 27 |
|
|
2016
Q2 | $2.69M | Buy |
29,217
+7,929
| +37% | +$731K | 1.4% | 27 |
|
|
2016
Q1 | $1.78M | Buy |
21,288
+6,420
| +43% | +$537K | 1.02% | 27 |
|
|
2015
Q4 | $1.16K | Buy |
14,868
+110
| +0.7% | +$9 | 0.54% | 30 |
|
|
2015
Q3 | $1.1M | Buy |
14,758
+9,370
| +174% | +$696K | 0.69% | 33 |
|
|
2015
Q2 | $448K | Sell |
5,388
-1,914
| -26% | -$159K | 0.27% | 39 |
|
|
2015
Q1 | $621K | Sell |
7,302
-455
| -6% | -$38.7K | 0.38% | 37 |
|
|
2014
Q4 | $717K | Sell |
7,757
-5
| -0.1% | -$462 | 0.47% | 35 |
|
|
2014
Q3 | $730K | Buy |
7,762
+2,880
| +59% | +$271K | 0.51% | 31 |
|
|
2014
Q2 | $492K | Hold |
4,882
| – | – | 0.36% | 38 |
|
|
2014
Q1 | $477K | Buy |
+4,882
| New | +$477K | 0.36% | 39 |
|