Rockbridge Investment Management’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 | $540K | Sell |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $535K | Buy |
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|
2024
Q3 | $560K | Buy |
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|
2024
Q2 | $533K | Buy |
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $604K | Sell |
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|
2021
Q4 | $774K | Sell |
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|
2021
Q3 | $919K | Sell |
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|
2021
Q2 | $991K | Buy |
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|
2021
Q1 | $795K | Buy |
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|
2020
Q4 | $492K | Sell |
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|
2020
Q3 | $659K | Buy |
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|
2020
Q2 | $806K | Buy |
|