Rothschild Capital 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	$464K	Buy	4,305 +970	+29%	+$105K	0.12%	44
2025 Q1	$397K	Sell	3,335 -2,520	-43%	-$300K	0.1%	50
2024 Q4	$630K	Buy	+5,855	New	+$630K	0.15%	38
2021 Q3	–	Sell	-3,700	Closed	-$233K	–	44
2021 Q2	$233K	Hold	3,700	–	–	0.07%	42
2021 Q1	$207K	Buy	+3,700	New	+$207K	0.07%	39
2020 Q1	–	Sell	-3,700	Closed	-$258K	–	42
2019 Q4	$258K	Hold	3,700	–	–	0.12%	35
2019 Q3	$261K	Hold	3,700	–	–	0.13%	33
2019 Q2	$284K	Hold	3,700	–	–	0.14%	34
2019 Q1	$299K	Hold	3,700	–	–	0.17%	34
2018 Q4	$252K	Hold	3,700	–	–	0.14%	31
2018 Q3	$315K	Hold	3,700	–	–	0.14%	38
2018 Q2	$306K	Hold	3,700	–	–	0.13%	40
2018 Q1	$276K	Hold	3,700	–	–	0.11%	41
2017 Q4	$309K	Hold	3,700	–	–	0.12%	45
2017 Q3	$303K	Hold	3,700	–	–	0.13%	44
2017 Q2	$299K	Hold	3,700	–	–	0.11%	42
2017 Q1	$303K	Sell	3,700 -35	-0.9%	-$2.87K	0.12%	40
2016 Q4	$337K	Hold	3,735	–	–	0.14%	40
2016 Q3	$326K	Hold	3,735	–	–	0.12%	50
2016 Q2	$350K	Hold	3,735	–	–	0.14%	36
2016 Q1	$312K	Hold	3,735	–	–	0.14%	41
2015 Q4	$291K	Hold	3,735	–	–	0.15%	33
2015 Q3	$278K	Hold	3,735	–	–	0.14%	35
2015 Q2	$311K	Sell	3,735 -1,450	-28%	-$121K	0.13%	37
2015 Q1	$441K	Hold	5,185	–	–	0.2%	34
2014 Q4	$479K	Hold	5,185	–	–	0.23%	32
2014 Q3	$488K	Sell	5,185 -500	-9%	-$47.1K	0.22%	30
2014 Q2	$572K	Hold	5,685	–	–	0.26%	31
2014 Q1	$555K	Hold	5,685	–	–	0.27%	29
2013 Q4	$575K	Sell	5,685 -875	-13%	-$88.5K	0.27%	30
2013 Q3	$564K	Sell	6,560 -300	-4%	-$25.8K	0.27%	30
2013 Q2	$620K	Buy	+6,860	New	+$620K	0.35%	31