Rothschild Investment LLC’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 | $15.6M | Buy |
144,979
+397
| +0.3% | +$42.8K | 0.98% | 23 |
|
|
2025
Q1 | $17.2M | Buy |
144,582
+1,272
| +0.9% | +$151K | 1.15% | 16 |
|
|
2024
Q4 | $15.4M | Buy |
143,310
+6,463
| +5% | +$695K | 1.01% | 18 |
|
|
2024
Q3 | $16M | Buy |
136,847
+416
| +0.3% | +$48.8K | 1.05% | 19 |
|
|
2024
Q2 | $15.7M | Buy |
136,431
+74,401
| +120% | +$8.57M | 1.09% | 17 |
|
|
2024
Q1 | $7.21M | Sell |
62,030
-34
| -0.1% | -$3.95K | 0.52% | 51 |
|
|
2023
Q4 | $6.21M | Sell |
62,064
-3,405
| -5% | -$340K | 0.52% | 54 |
|
|
2023
Q3 | $7.7M | Buy |
65,469
+925
| +1% | +$109K | 0.65% | 41 |
|
|
2023
Q2 | $6.92M | Buy |
64,544
+1,186
| +2% | +$127K | 0.58% | 46 |
|
|
2023
Q1 | $6.95M | Buy |
63,358
+139
| +0.2% | +$15.2K | 0.61% | 47 |
|
|
2022
Q4 | $6.97M | Buy |
63,219
+11,930
| +23% | +$1.32M | 0.64% | 44 |
|
|
2022
Q3 | $4.48M | Buy |
51,289
+8,161
| +19% | +$713K | 0.44% | 68 |
|
|
2022
Q2 | $3.69M | Sell |
43,128
-96
| -0.2% | -$8.22K | 0.34% | 81 |
|
|
2022
Q1 | $3.57M | Buy |
43,224
+1,153
| +3% | +$95.2K | 0.28% | 96 |
|
|
2021
Q4 | $2.57M | Sell |
42,071
-1,302
| -3% | -$79.7K | 0.2% | 115 |
|
|
2021
Q3 | $2.55M | Sell |
43,373
-7,753
| -15% | -$456K | 0.21% | 113 |
|
|
2021
Q2 | $3.23M | Buy |
51,126
+441
| +0.9% | +$27.8K | 0.26% | 102 |
|
|
2021
Q1 | $2.83M | Buy |
50,685
+1,518
| +3% | +$84.8K | 0.24% | 102 |
|
|
2020
Q4 | $2.03M | Sell |
49,167
-10,394
| -17% | -$429K | 0.2% | 112 |
|
|
2020
Q3 | $2.05M | Buy |
59,561
+8,132
| +16% | +$279K | 0.22% | 103 |
|
|
2020
Q2 | $2.3M | Sell |
51,429
-1,639
| -3% | -$73.3K | 0.28% | 92 |
|
|
2020
Q1 | $2.02M | Sell |
53,068
-21,794
| -29% | -$828K | 0.26% | 99 |
|
|
2019
Q4 | $5.22M | Buy |
74,862
+22,319
| +42% | +$1.56M | 0.52% | 55 |
|
|
2019
Q3 | $3.71M | Buy |
52,543
+2,210
| +4% | +$156K | 0.43% | 66 |
|
|
2019
Q2 | $3.86M | Buy |
50,333
+825
| +2% | +$63.2K | 0.46% | 65 |
|
|
2019
Q1 | $4M | Sell |
49,508
-2,945
| -6% | -$238K | 0.47% | 61 |
|
|
2018
Q4 | $3.58M | Buy |
52,453
+1,602
| +3% | +$109K | 0.48% | 59 |
|
|
2018
Q3 | $4.32M | Buy |
50,851
+723
| +1% | +$61.5K | 0.51% | 54 |
|
|
2018
Q2 | $4.15M | Sell |
50,128
-2,558
| -5% | -$212K | 0.52% | 54 |
|
|
2018
Q1 | $3.93M | Buy |
52,686
+1,631
| +3% | +$122K | 0.5% | 56 |
|
|
2017
Q4 | $4.27M | Sell |
51,055
-4,584
| -8% | -$383K | 0.46% | 56 |
|
|
2017
Q3 | $4.56M | Buy |
55,639
+10
| +0% | +$820 | 0.52% | 50 |
|
|
2017
Q2 | $4.49M | Sell |
55,629
-6,608
| -11% | -$533K | 0.51% | 50 |
|
|
2017
Q1 | $5.1M | Buy |
62,237
+317
| +0.5% | +$26K | 0.59% | 46 |
|
|
2016
Q4 | $5.59M | Sell |
61,920
-3,678
| -6% | -$332K | 0.67% | 40 |
|
|
2016
Q3 | $5.73M | Sell |
65,598
-5,632
| -8% | -$492K | 0.7% | 37 |
|
|
2016
Q2 | $6.68M | Sell |
71,230
-2,650
| -4% | -$248K | 0.85% | 30 |
|
|
2016
Q1 | $6.18M | Sell |
73,880
-3,897
| -5% | -$326K | 0.79% | 30 |
|
|
2015
Q4 | $6.06M | Buy |
77,777
+1,400
| +2% | +$109K | 0.77% | 34 |
|
|
2015
Q3 | $5.68M | Buy |
76,377
+7,255
| +10% | +$539K | 0.75% | 35 |
|
|
2015
Q2 | $5.75M | Sell |
69,122
-300
| -0.4% | -$25K | 0.67% | 37 |
|
|
2015
Q1 | $5.9M | Sell |
69,422
-5,562
| -7% | -$473K | 0.69% | 35 |
|
|
2014
Q4 | $6.93M | Buy |
74,984
+1,460
| +2% | +$135K | 0.83% | 27 |
|
|
2014
Q3 | $6.92M | Buy |
73,524
+288
| +0.4% | +$27.1K | 0.84% | 31 |
|
|
2014
Q2 | $7.37M | Buy |
73,236
+1,215
| +2% | +$122K | 0.94% | 23 |
|
|
2014
Q1 | $7.04M | Buy |
72,021
+1,600
| +2% | +$156K | 0.95% | 22 |
|
|
2013
Q4 | $7.13M | Buy |
70,421
+1,640
| +2% | +$166K | 0.97% | 22 |
|
|
2013
Q3 | $5.92M | Sell |
68,781
-1,559
| -2% | -$134K | 0.87% | 33 |
|
|
2013
Q2 | $6.36M | Buy |
+70,340
| New | +$6.36M | 1.03% | 22 |
|