Royal Harbor 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 | $1M | Buy |
9,310
+41
| +0.4% | +$4.42K | 0.37% | 31 |
|
|
2025
Q1 | $1.1M | Buy |
9,269
+185
| +2% | +$22K | 0.43% | 31 |
|
|
2024
Q4 | $977K | Buy |
9,084
+869
| +11% | +$93.5K | 0.37% | 28 |
|
|
2024
Q3 | $963K | Buy |
8,215
+1,774
| +28% | +$208K | 0.37% | 30 |
|
|
2024
Q2 | $742K | Sell |
6,441
-84
| -1% | -$9.67K | 0.31% | 29 |
|
|
2024
Q1 | $759K | Buy |
6,525
+69
| +1% | +$8.02K | 0.33% | 35 |
|
|
2023
Q4 | $646K | Sell |
6,456
-82
| -1% | -$8.2K | 0.3% | 35 |
|
|
2023
Q3 | $769K | Sell |
6,538
-129
| -2% | -$15.2K | 0.4% | 34 |
|
|
2023
Q2 | $715K | Sell |
6,667
-50
| -0.7% | -$5.36K | 0.35% | 46 |
|
|
2023
Q1 | $737K | Sell |
6,717
-4,600
| -41% | -$504K | 0.4% | 49 |
|
|
2022
Q4 | $1.25M | Sell |
11,317
-1,595
| -12% | -$176K | 0.77% | 36 |
|
|
2022
Q3 | $1.13M | Sell |
12,912
-966
| -7% | -$84.3K | 0.77% | 36 |
|
|
2022
Q2 | $1.19M | Sell |
13,878
-965
| -7% | -$82.7K | 0.81% | 35 |
|
|
2022
Q1 | $1.23M | Buy |
14,843
+4,265
| +40% | +$352K | 0.79% | 41 |
|
|
2021
Q4 | $647K | Buy |
10,578
+1,147
| +12% | +$70.2K | 0.41% | 49 |
|
|
2021
Q3 | $555K | Buy |
9,431
+31
| +0.3% | +$1.82K | 0.39% | 58 |
|
|
2021
Q2 | $593K | Buy |
9,400
+28
| +0.3% | +$1.77K | 0.39% | 53 |
|
|
2021
Q1 | $523K | Buy |
9,372
+1,987
| +27% | +$111K | 0.4% | 52 |
|
|
2020
Q4 | $304K | Hold |
7,385
| – | – | 0.25% | 69 |
|
|
2020
Q3 | $254K | Sell |
7,385
-6,942
| -48% | -$239K | 0.24% | 70 |
|
|
2020
Q2 | $641K | Hold |
14,327
| – | – | 0.63% | 50 |
|
|
2020
Q1 | $544K | Buy |
14,327
+415
| +3% | +$15.8K | 0.63% | 50 |
|
|
2019
Q4 | $971K | Buy |
+13,912
| New | +$971K | 0.93% | 29 |
|