Roberts Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.16M | Buy |
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2025
Q1 | $2.35M | Buy |
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2024
Q4 | $2.15M | Buy |
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2024
Q3 | $2.27M | Buy |
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2024
Q2 | $1.84M | Buy |
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2024
Q1 | $1.96M | Buy |
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2023
Q4 | $4.6M | Buy |
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2023
Q3 | $1.69M | Buy |
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2023
Q2 | $1.63M | Sell |
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2023
Q1 | $1.87M | Buy |
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2022
Q4 | $1.71M | Buy |
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2022
Q3 | $1.5M | Buy |
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2022
Q2 | $1.22M | Buy |
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2022
Q1 | $1.17M | Buy |
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2021
Q4 | $887K | Buy |
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2021
Q3 | $753K | Buy |
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