Robertson Stephens Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
29,746
-1,072
| -3% | -$116K | 0.1% | 137 |
|
|
2025
Q1 | $3.67M | Sell |
30,818
-1,313
| -4% | -$156K | 0.13% | 130 |
|
|
2024
Q4 | $3.46M | Buy |
32,131
+266
| +0.8% | +$28.6K | 0.12% | 146 |
|
|
2024
Q3 | $3.74M | Sell |
31,865
-1,757
| -5% | -$206K | 0.14% | 138 |
|
|
2024
Q2 | $3.87M | Buy |
33,622
+3,160
| +10% | +$364K | 0.19% | 96 |
|
|
2024
Q1 | $3.54M | Buy |
30,462
+392
| +1% | +$45.6K | 0.19% | 97 |
|
|
2023
Q4 | $3.01M | Buy |
30,070
+364
| +1% | +$36.4K | 0.18% | 102 |
|
|
2023
Q3 | $3.49M | Sell |
29,706
-3
| -0% | -$353 | 0.24% | 90 |
|
|
2023
Q2 | $3.19M | Sell |
29,709
-2,050
| -6% | -$220K | 0.23% | 98 |
|
|
2023
Q1 | $3.48M | Buy |
31,759
+7,729
| +32% | +$848K | 0.27% | 82 |
|
|
2022
Q4 | $2.65M | Buy |
24,030
+289
| +1% | +$31.9K | 0.26% | 88 |
|
|
2022
Q3 | $2.07M | Sell |
23,741
-2,404
| -9% | -$210K | 0.22% | 89 |
|
|
2022
Q2 | $2.24M | Sell |
26,145
-1,755
| -6% | -$150K | 0.21% | 94 |
|
|
2022
Q1 | $2.3M | Buy |
27,900
+3,935
| +16% | +$325K | 0.19% | 99 |
|
|
2021
Q4 | $1.47M | Buy |
23,965
+7,128
| +42% | +$436K | 0.12% | 141 |
|
|
2021
Q3 | $990K | Sell |
16,837
-73
| -0.4% | -$4.29K | 0.11% | 116 |
|
|
2021
Q2 | $1.07M | Sell |
16,910
-775
| -4% | -$48.9K | 0.13% | 116 |
|
|
2021
Q1 | $987K | Buy |
17,685
+5,197
| +42% | +$290K | 0.16% | 105 |
|
|
2020
Q4 | $514K | Sell |
12,488
-10,005
| -44% | -$412K | 0.11% | 140 |
|
|
2020
Q3 | $772K | Buy |
22,493
+12,236
| +119% | +$420K | 0.19% | 98 |
|
|
2020
Q2 | $458K | Buy |
10,257
+3,505
| +52% | +$157K | 0.13% | 117 |
|
|
2020
Q1 | $256K | Buy |
+6,752
| New | +$256K | 0.09% | 151 |
|
|
2019
Q4 | – | Sell |
-6,631
| Closed | -$468K | – | 121 |
|
|
2019
Q3 | $468K | Buy |
+6,631
| New | +$468K | 0.24% | 79 |
|