Roth Financial Partners’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
Q3 | $601K | Hold |
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|
2025
Q2 | $575K | Hold |
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|
2025
Q1 | $634K | Hold |
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|
2024
Q4 | $574K | Hold |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $565K | Sell |
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|
2023
Q4 | $508K | Buy |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $508K | Hold |
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|
2023
Q1 | $520K | Hold |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $457K | Hold |
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|
2022
Q2 | $448K | Sell |
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|
2022
Q1 | $450K | Buy |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $458K | Buy |
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|
2021
Q2 | $374K | Hold |
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|
2021
Q1 | $331K | Sell |
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|
2020
Q4 | $343K | Buy |
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