RWA
Roberts Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
20,075
+318
| +2% | +$34.3K | 0.62% | 50 |
|
|
2025
Q1 | $2.35M | Buy |
19,757
+488
| +3% | +$58K | 0.72% | 48 |
|
|
2024
Q4 | $2.15M | Buy |
19,269
+675
| +4% | +$75.3K | 0.65% | 50 |
|
|
2024
Q3 | $2.27M | Buy |
18,594
+1,968
| +12% | +$240K | 0.73% | 45 |
|
|
2024
Q2 | $1.84M | Buy |
16,626
+214
| +1% | +$23.7K | 0.63% | 47 |
|
|
2024
Q1 | $1.96M | Buy |
16,412
+875
| +6% | +$105K | 0.73% | 44 |
|
|
2023
Q4 | $4.6M | Buy |
15,537
+211
| +1% | +$62.5K | 0.72% | 43 |
|
|
2023
Q3 | $1.69M | Buy |
15,326
+148
| +1% | +$16.3K | 0.74% | 49 |
|
|
2023
Q2 | $1.63M | Sell |
15,178
-1,050
| -6% | -$113K | 0.72% | 46 |
|
|
2023
Q1 | $1.87M | Buy |
16,228
+187
| +1% | +$21.5K | 0.86% | 42 |
|
|
2022
Q4 | $1.71M | Buy |
16,041
+1,374
| +9% | +$146K | 0.82% | 45 |
|
|
2022
Q3 | $1.5M | Buy |
14,667
+457
| +3% | +$46.6K | 0.74% | 40 |
|
|
2022
Q2 | $1.22M | Buy |
14,210
+86
| +0.6% | +$7.4K | 0.53% | 53 |
|
|
2022
Q1 | $1.17M | Buy |
14,124
+159
| +1% | +$13.2K | 0.46% | 60 |
|
|
2021
Q4 | $887K | Buy |
13,965
+1,162
| +9% | +$73.8K | 0.32% | 72 |
|
|
2021
Q3 | $753K | Buy |
+12,803
| New | +$753K | 0.3% | 72 |
|