RWP
RWA Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9M | Buy |
249,925
+41,234
| +20% | +$4.45M | 0.34% | 49 |
|
|
2025
Q1 | $24.8M | Sell |
208,691
-27,252
| -12% | -$3.24M | 0.31% | 53 |
|
|
2024
Q4 | $25.4M | Sell |
235,943
-52,904
| -18% | -$5.69M | 0.31% | 53 |
|
|
2024
Q3 | $33.9M | Buy |
288,847
+16,061
| +6% | +$1.88M | 0.42% | 41 |
|
|
2024
Q2 | $31.4M | Sell |
272,786
-746
| -0.3% | -$85.9K | 0.41% | 41 |
|
|
2024
Q1 | $31.8M | Sell |
273,532
-431
| -0.2% | -$50.1K | 0.43% | 36 |
|
|
2023
Q4 | $27.4M | Buy |
273,963
+228,735
| +506% | +$22.9M | 0.39% | 39 |
|
|
2023
Q3 | $5.32M | Buy |
45,228
+3,372
| +8% | +$396K | 0.12% | 78 |
|
|
2023
Q2 | $4.49M | Buy |
41,856
+20,706
| +98% | +$2.22M | 0.1% | 82 |
|
|
2023
Q1 | $2.32M | Buy |
21,150
+1,512
| +8% | +$166K | 0.06% | 94 |
|
|
2022
Q4 | $2.19M | Buy |
19,638
+614
| +3% | +$68.4K | 0.05% | 103 |
|
|
2022
Q3 | $1.66M | Sell |
19,024
-7,798
| -29% | -$681K | 0.12% | 95 |
|
|
2022
Q2 | $2.3M | Buy |
26,822
+7,482
| +39% | +$641K | 0.16% | 88 |
|
|
2022
Q1 | $1.6M | Buy |
19,340
+1,228
| +7% | +$101K | 0.1% | 109 |
|
|
2021
Q4 | $1.11M | Sell |
18,112
-954
| -5% | -$58.4K | 0.07% | 129 |
|
|
2021
Q3 | $1.12M | Sell |
19,066
-193
| -1% | -$11.3K | 0.08% | 115 |
|
|
2021
Q2 | $1.22M | Sell |
19,259
-3,221
| -14% | -$203K | 0.09% | 114 |
|
|
2021
Q1 | $1.26M | Buy |
22,480
+702
| +3% | +$39.2K | 0.1% | 112 |
|
|
2020
Q4 | $898K | Buy |
21,778
+962
| +5% | +$39.7K | 0.08% | 127 |
|
|
2020
Q3 | $715K | Sell |
20,816
-1,450
| -7% | -$49.8K | 0.08% | 126 |
|
|
2020
Q2 | $996K | Sell |
22,266
-3,038
| -12% | -$136K | 0.12% | 102 |
|
|
2020
Q1 | $961K | Sell |
25,304
-503
| -2% | -$19.1K | 0.14% | 100 |
|
|
2019
Q4 | $1.8M | Sell |
25,807
-81
| -0.3% | -$5.65K | 0.18% | 95 |
|
|
2019
Q3 | $1.83M | Sell |
25,888
-1,891
| -7% | -$134K | 0.19% | 96 |
|
|
2019
Q2 | $2.13M | Sell |
27,779
-41,644
| -60% | -$3.19M | 0.23% | 87 |
|
|
2019
Q1 | $5.61M | Buy |
69,423
+485
| +0.7% | +$39.2K | 0.64% | 38 |
|
|
2018
Q4 | $4.7M | Sell |
68,938
-1,527
| -2% | -$104K | 0.62% | 44 |
|
|
2018
Q3 | $5.99M | Buy |
70,465
+4,388
| +7% | +$373K | 0.67% | 33 |
|
|
2018
Q2 | $5.47M | Buy |
66,077
+7,076
| +12% | +$585K | 0.61% | 38 |
|
|
2018
Q1 | $4.4M | Sell |
59,001
-34,486
| -37% | -$2.57M | 0.57% | 38 |
|
|
2017
Q4 | $7.82M | Sell |
93,487
-1,024
| -1% | -$85.6K | 0.88% | 23 |
|
|
2017
Q3 | $7.75M | Buy |
94,511
+1,324
| +1% | +$109K | 0.87% | 23 |
|
|
2017
Q2 | $7.52M | Buy |
93,187
+1,952
| +2% | +$158K | 0.92% | 27 |
|
|
2017
Q1 | $7.48M | Buy |
91,235
+79,401
| +671% | +$6.51M | 0.98% | 21 |
|
|
2016
Q4 | $1.07M | Buy |
+11,834
| New | +$1.07M | 0.97% | 6 |
|