RIA
RPG Investment Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
3,542
-3,500
| -50% | -$377K | 0.05% | 78 |
|
|
2025
Q1 | $838K | Buy |
7,042
+3,521
| +100% | +$419K | 0.06% | 76 |
|
|
2024
Q4 | $379K | Sell |
3,521
-101
| -3% | -$10.9K | 0.05% | 78 |
|
|
2024
Q3 | $425K | Buy |
3,622
+11
| +0.3% | +$1.29K | 0.06% | 76 |
|
|
2024
Q2 | $416K | Sell |
3,611
-16
| -0.4% | -$1.84K | 0.06% | 74 |
|
|
2024
Q1 | $422K | Hold |
3,627
| – | – | 0.06% | 72 |
|
|
2023
Q4 | $363K | Hold |
3,627
| – | – | 0.06% | 75 |
|
|
2023
Q3 | $426K | Buy |
3,627
+724
| +25% | +$85.1K | 0.08% | 71 |
|
|
2023
Q2 | $311K | Hold |
2,903
| – | – | 0.05% | 78 |
|
|
2023
Q1 | $318K | Hold |
2,903
| – | – | 0.06% | 78 |
|
|
2022
Q4 | $320K | Hold |
2,903
| – | – | 0.06% | 77 |
|
|
2022
Q3 | $253K | Hold |
2,903
| – | – | 0.05% | 79 |
|
|
2022
Q2 | $249K | Hold |
2,903
| – | – | 0.05% | 82 |
|
|
2022
Q1 | $240K | Sell |
2,903
-1,135
| -28% | -$93.8K | 0.04% | 85 |
|
|
2021
Q4 | $247K | Buy |
4,038
+2,103
| +109% | +$129K | 0.04% | 89 |
|
|
2021
Q3 | $114K | Hold |
1,935
| – | – | 0.02% | 107 |
|
|
2021
Q2 | $122K | Hold |
1,935
| – | – | 0.02% | 104 |
|
|
2021
Q1 | $108K | Buy |
1,935
+935
| +94% | +$52.2K | 0.02% | 105 |
|
|
2020
Q4 | $41K | Sell |
1,000
-141,871
| -99% | -$5.82M | 0.01% | 122 |
|
|
2020
Q3 | $4.91M | Sell |
142,871
-1,066
| -0.7% | -$36.6K | 1.2% | 44 |
|
|
2020
Q2 | $6.44M | Sell |
143,937
-438
| -0.3% | -$19.6K | 1.7% | 22 |
|
|
2020
Q1 | $5.48M | Buy |
144,375
+5,769
| +4% | +$219K | 1.55% | 22 |
|
|
2019
Q4 | $9.67M | Sell |
138,606
-19
| -0% | -$1.33K | 2.22% | 6 |
|
|
2019
Q3 | $9.79M | Buy |
138,625
+33,458
| +32% | +$2.36M | 2.32% | 5 |
|
|
2019
Q2 | $8.06M | Buy |
105,167
+14,555
| +16% | +$1.12M | 1.9% | 14 |
|
|
2019
Q1 | $7.32M | Buy |
90,612
+154
| +0.2% | +$12.4K | 1.71% | 13 |
|
|
2018
Q4 | $6.17M | Buy |
90,458
+5
| +0% | +$341 | 1.54% | 18 |
|
|
2018
Q3 | $7.69M | Sell |
90,453
-4,624
| -5% | -$393K | 1.61% | 15 |
|
|
2018
Q2 | $7.87M | Sell |
95,077
-662
| -0.7% | -$54.8K | 1.77% | 16 |
|
|
2018
Q1 | $7.14M | Buy |
95,739
+5,428
| +6% | +$405K | 1.63% | 18 |
|
|
2017
Q4 | $7.55M | Buy |
90,311
+1,156
| +1% | +$96.7K | 1.84% | 13 |
|
|
2017
Q3 | $7.31M | Buy |
89,155
+3,316
| +4% | +$272K | 1.86% | 11 |
|
|
2017
Q2 | $6.93M | Buy |
85,839
+5,263
| +7% | +$425K | 1.9% | 12 |
|
|
2017
Q1 | $6.61M | Buy |
80,576
+9,724
| +14% | +$797K | 1.93% | 12 |
|
|
2016
Q4 | $6.39M | Sell |
70,852
-3,621
| -5% | -$327K | 2.16% | 9 |
|
|
2016
Q3 | $6.5M | Sell |
74,473
-49,264
| -40% | -$4.3M | 2.03% | 11 |
|
|
2016
Q2 | $11.6M | Buy |
123,737
+27,409
| +28% | +$2.57M | 3.1% | 2 |
|
|
2016
Q1 | $8.05M | Buy |
96,328
+8,126
| +9% | +$679K | 3.11% | 3 |
|
|
2015
Q4 | $6.88M | Buy |
+88,202
| New | +$6.88M | 2.57% | 5 |
|