RFWA
RPg Family Wealth Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
43,392
+39,859
| +1,128% | +$4.3M | 1.24% | 35 |
|
|
2025
Q1 | $420K | Buy |
+3,533
| New | +$420K | 0.12% | 87 |
|
|
2024
Q4 | – | Sell |
-66,372
| Closed | -$7.78M | – | 84 |
|
|
2024
Q3 | $7.78M | Buy |
66,372
+1,650
| +3% | +$193K | 2.51% | 17 |
|
|
2024
Q2 | $7.45M | Buy |
64,722
+64
| +0.1% | +$7.37K | 2.45% | 11 |
|
|
2024
Q1 | $7.52M | Buy |
64,658
+798
| +1% | +$92.8K | 2.38% | 10 |
|
|
2023
Q4 | $6.38M | Buy |
63,860
+3,142
| +5% | +$314K | 2.36% | 10 |
|
|
2023
Q3 | $7.14M | Buy |
60,718
+714
| +1% | +$84K | 2.93% | 3 |
|
|
2023
Q2 | $6.44M | Sell |
60,004
-7,144
| -11% | -$766K | 2.58% | 7 |
|
|
2023
Q1 | $7.36M | Buy |
67,148
+3,594
| +6% | +$394K | 4.05% | 3 |
|
|
2022
Q4 | $7.01M | Sell |
63,554
-2,656
| -4% | -$293K | 4.8% | 1 |
|
|
2022
Q3 | $6.39M | Buy |
66,210
+209
| +0.3% | +$20.2K | 3.36% | 5 |
|
|
2022
Q2 | $5.65M | Sell |
66,001
-220
| -0.3% | -$18.8K | 3.37% | 7 |
|
|
2022
Q1 | $5.47M | Buy |
66,221
+62,358
| +1,614% | +$5.15M | 2.33% | 14 |
|
|
2021
Q4 | $236K | Hold |
3,863
| – | – | 0.09% | 108 |
|
|
2021
Q3 | $227K | Buy |
3,863
+36
| +0.9% | +$2.12K | 0.1% | 114 |
|
|
2021
Q2 | $241K | Buy |
+3,827
| New | +$241K | 0.1% | 117 |
|
|
2020
Q4 | $162K | Sell |
3,937
-42,309
| -91% | -$1.74M | 0.08% | 126 |
|
|
2020
Q3 | $1.59M | Buy |
46,246
+41,357
| +846% | +$1.42M | 0.83% | 44 |
|
|
2020
Q2 | $219K | Hold |
4,889
| – | – | 0.13% | 107 |
|
|
2020
Q1 | $186K | Buy |
4,889
+1,290
| +36% | +$49K | 0.14% | 90 |
|
|
2019
Q4 | $251K | Sell |
3,599
-1,642
| -31% | -$115K | 0.14% | 89 |
|
|
2019
Q3 | $370K | Hold |
5,241
| – | – | 0.22% | 79 |
|
|
2019
Q2 | $402K | Buy |
5,241
+62
| +1% | +$4.75K | 0.24% | 76 |
|
|
2019
Q1 | $418K | Buy |
5,179
+603
| +13% | +$48.7K | 0.25% | 75 |
|
|
2018
Q4 | $312K | Sell |
4,576
-290
| -6% | -$19.8K | 0.3% | 44 |
|
|
2018
Q3 | $414K | Sell |
4,866
-200
| -4% | -$17K | 0.31% | 47 |
|
|
2018
Q2 | $419K | Sell |
5,066
-687
| -12% | -$56.8K | 0.33% | 48 |
|
|
2018
Q1 | $429K | Sell |
5,753
-225
| -4% | -$16.8K | 0.35% | 40 |
|
|
2017
Q4 | $500K | Buy |
5,978
+25
| +0.4% | +$2.09K | 0.42% | 36 |
|
|
2017
Q3 | $488K | Buy |
5,953
+225
| +4% | +$18.4K | 0.4% | 35 |
|
|
2017
Q2 | $462K | Buy |
5,728
+176
| +3% | +$14.2K | 0.4% | 35 |
|
|
2017
Q1 | $455K | Buy |
5,552
+410
| +8% | +$33.6K | 0.38% | 38 |
|
|
2016
Q4 | $464K | Buy |
5,142
+228
| +5% | +$20.6K | 0.4% | 40 |
|
|
2016
Q3 | $429K | Sell |
4,914
-6,697
| -58% | -$585K | 0.3% | 46 |
|
|
2016
Q2 | $1.09M | Buy |
11,611
+5,783
| +99% | +$542K | 0.48% | 36 |
|
|
2016
Q1 | $487K | Buy |
5,828
+304
| +6% | +$25.4K | 0.38% | 45 |
|
|
2015
Q4 | $431K | Buy |
+5,524
| New | +$431K | 0.4% | 32 |
|