Root Financial Partners’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 | $901K | Buy |
8,358
+766
| +10% | +$82.6K | 0.09% | 80 |
|
|
2025
Q1 | $903K | Sell |
7,592
-240
| -3% | -$28.5K | 0.1% | 74 |
|
|
2024
Q4 | $843K | Buy |
7,832
+1,865
| +31% | +$201K | 0.1% | 74 |
|
|
2024
Q3 | $699K | Buy |
5,967
+1,771
| +42% | +$208K | 0.11% | 70 |
|
|
2024
Q2 | $483K | Buy |
4,196
+761
| +22% | +$87.6K | 0.11% | 69 |
|
|
2024
Q1 | $399K | Buy |
3,435
+1,381
| +67% | +$161K | 0.12% | 65 |
|
|
2023
Q4 | $205K | Buy |
2,054
+199
| +11% | +$19.9K | 0.08% | 76 |
|
|
2023
Q3 | $218K | Buy |
+1,855
| New | +$218K | 0.12% | 63 |
|