Rockline Wealth 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
$2.89M Sell
26,840
-29
-0.1% -$3.13K 0.68% 43
2025
Q1
$3.2M Buy
26,869
+951
+4% +$113K 0.89% 38
2024
Q4
$2.79M Buy
25,918
+1,498
+6% +$161K 0.74% 42
2024
Q3
$2.86M Buy
24,420
+793
+3% +$93K 0.81% 40
2024
Q2
$2.72M Buy
23,627
+581
+3% +$66.9K 0.84% 39
2024
Q1
$2.68M Buy
23,046
+391
+2% +$45.5K 0.94% 38
2023
Q4
$2.27M Buy
+22,655
New +$2.27M 0.94% 39