Rockbridge Investment 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 | $540K | Sell |
5,010
-73
| -1% | -$7.87K | 0.06% | 82 |
|
|
2025
Q1 | $605K | Buy |
5,083
+105
| +2% | +$12.5K | 0.07% | 74 |
|
|
2024
Q4 | $535K | Buy |
4,978
+200
| +4% | +$21.5K | 0.07% | 80 |
|
|
2024
Q3 | $560K | Buy |
4,778
+145
| +3% | +$17K | 0.07% | 77 |
|
|
2024
Q2 | $533K | Buy |
4,633
+248
| +6% | +$28.6K | 0.08% | 76 |
|
|
2024
Q1 | $510K | Sell |
4,385
-509
| -10% | -$59.2K | 0.07% | 73 |
|
|
2023
Q4 | $489K | Sell |
4,894
-37
| -0.8% | -$3.7K | 0.07% | 76 |
|
|
2023
Q3 | $580K | Buy |
4,931
+999
| +25% | +$117K | 0.1% | 65 |
|
|
2023
Q2 | $422K | Hold |
3,932
| – | – | 0.07% | 78 |
|
|
2023
Q1 | $431K | Sell |
3,932
-78
| -2% | -$8.55K | 0.08% | 76 |
|
|
2022
Q4 | $442K | Buy |
4,010
+1,454
| +57% | +$160K | 0.09% | 74 |
|
|
2022
Q3 | $223K | Sell |
2,556
-71
| -3% | -$6.2K | 0.05% | 91 |
|
|
2022
Q2 | $225K | Sell |
2,627
-4,637
| -64% | -$397K | 0.05% | 90 |
|
|
2022
Q1 | $604K | Sell |
7,264
-5,384
| -43% | -$448K | 0.09% | 87 |
|
|
2021
Q4 | $774K | Sell |
12,648
-2,976
| -19% | -$182K | 0.11% | 86 |
|
|
2021
Q3 | $919K | Sell |
15,624
-86
| -0.5% | -$5.06K | 0.15% | 66 |
|
|
2021
Q2 | $991K | Buy |
15,710
+1,464
| +10% | +$92.4K | 0.17% | 63 |
|
|
2021
Q1 | $795K | Buy |
14,246
+2,305
| +19% | +$129K | 0.15% | 64 |
|
|
2020
Q4 | $492K | Sell |
11,941
-7,262
| -38% | -$299K | 0.1% | 89 |
|
|
2020
Q3 | $659K | Buy |
19,203
+1,190
| +7% | +$40.8K | 0.16% | 65 |
|
|
2020
Q2 | $806K | Buy |
+18,013
| New | +$806K | 0.21% | 57 |
|