Roth 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 | $575K | Hold |
5,332
| – | – | 0.21% | 20 |
|
|
2025
Q1 | $634K | Hold |
5,332
| – | – | 0.25% | 19 |
|
|
2024
Q4 | $574K | Hold |
5,332
| – | – | 0.23% | 18 |
|
|
2024
Q3 | $625K | Buy |
5,332
+1
| +0% | +$117 | 0.25% | 18 |
|
|
2024
Q2 | $614K | Buy |
5,331
+471
| +10% | +$54.2K | 0.26% | 18 |
|
|
2024
Q1 | $565K | Sell |
4,860
-224
| -4% | -$26K | 0.25% | 18 |
|
|
2023
Q4 | $508K | Buy |
5,084
+344
| +7% | +$34.4K | 0.26% | 17 |
|
|
2023
Q3 | $557K | Hold |
4,740
| – | – | 0.35% | 15 |
|
|
2023
Q2 | $508K | Hold |
4,740
| – | – | 0.32% | 15 |
|
|
2023
Q1 | $520K | Hold |
4,740
| – | – | 0.35% | 15 |
|
|
2022
Q4 | $523K | Sell |
4,740
-494
| -9% | -$54.5K | 0.38% | 15 |
|
|
2022
Q3 | $457K | Hold |
5,234
| – | – | 0.37% | 16 |
|
|
2022
Q2 | $448K | Sell |
5,234
-212
| -4% | -$18.1K | 0.36% | 17 |
|
|
2022
Q1 | $450K | Buy |
5,446
+212
| +4% | +$17.5K | 0.32% | 16 |
|
|
2021
Q4 | $320K | Sell |
5,234
-2,553
| -33% | -$156K | 0.23% | 17 |
|
|
2021
Q3 | $458K | Buy |
7,787
+1,859
| +31% | +$109K | 0.36% | 15 |
|
|
2021
Q2 | $374K | Hold |
5,928
| – | – | 0.29% | 17 |
|
|
2021
Q1 | $331K | Sell |
5,928
-2,403
| -29% | -$134K | 0.27% | 15 |
|
|
2020
Q4 | $343K | Buy |
+8,331
| New | +$343K | 0.34% | 13 |
|