EHC
Everett Harris & Co’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
141,180
-2,087
| -1% | -$225K | 0.2% | 48 |
|
|
2025
Q1 | $17M | Sell |
143,267
-1,248
| -0.9% | -$148K | 0.22% | 43 |
|
|
2024
Q4 | $15.5M | Buy |
144,515
+1,221
| +0.9% | +$131K | 0.2% | 45 |
|
|
2024
Q3 | $16.8M | Buy |
143,294
+230
| +0.2% | +$27K | 0.21% | 42 |
|
|
2024
Q2 | $16.5M | Sell |
143,064
-530
| -0.4% | -$61K | 0.21% | 41 |
|
|
2024
Q1 | $16.7M | Sell |
143,594
-64
| -0% | -$7.44K | 0.22% | 42 |
|
|
2023
Q4 | $14.4M | Sell |
143,658
-17
| -0% | -$1.7K | 0.21% | 45 |
|
|
2023
Q3 | $16.9M | Sell |
143,675
-359
| -0.2% | -$42.2K | 0.26% | 40 |
|
|
2023
Q2 | $15.4M | Sell |
144,034
-108
| -0.1% | -$11.6K | 0.23% | 44 |
|
|
2023
Q1 | $15.8M | Buy |
144,142
+5,490
| +4% | +$602K | 0.26% | 43 |
|
|
2022
Q4 | $15.3M | Sell |
138,652
-16,311
| -11% | -$1.8M | 0.26% | 43 |
|
|
2022
Q3 | $13.5M | Sell |
154,963
-110
| -0.1% | -$9.6K | 0.25% | 44 |
|
|
2022
Q2 | $13.3M | Sell |
155,073
-7,658
| -5% | -$656K | 0.23% | 48 |
|
|
2022
Q1 | $13.4M | Buy |
162,731
+2,808
| +2% | +$232K | 0.19% | 52 |
|
|
2021
Q4 | $9.79M | Sell |
159,923
-7,035
| -4% | -$430K | 0.14% | 58 |
|
|
2021
Q3 | $9.82M | Sell |
166,958
-3,763
| -2% | -$221K | 0.16% | 53 |
|
|
2021
Q2 | $10.8M | Sell |
170,721
-2,783
| -2% | -$176K | 0.17% | 52 |
|
|
2021
Q1 | $9.69M | Sell |
173,504
-10,421
| -6% | -$582K | 0.17% | 52 |
|
|
2020
Q4 | $7.58M | Sell |
183,925
-72,487
| -28% | -$2.99M | 0.13% | 57 |
|
|
2020
Q3 | $8.8M | Sell |
256,412
-21,695
| -8% | -$745K | 0.17% | 54 |
|
|
2020
Q2 | $12.4M | Sell |
278,107
-37,460
| -12% | -$1.68M | 0.27% | 46 |
|
|
2020
Q1 | $12M | Buy |
315,567
+48,804
| +18% | +$1.85M | 0.31% | 39 |
|
|
2019
Q4 | $18.6M | Buy |
266,763
+142
| +0.1% | +$9.91K | 0.42% | 39 |
|
|
2019
Q3 | $18.8M | Sell |
266,621
-2,532
| -0.9% | -$179K | 0.47% | 38 |
|
|
2019
Q2 | $20.6M | Buy |
269,153
+6,974
| +3% | +$534K | 0.52% | 37 |
|
|
2019
Q1 | $21.2M | Buy |
262,179
+1,316
| +0.5% | +$106K | 0.55% | 36 |
|
|
2018
Q4 | $17.8M | Buy |
260,863
+11,396
| +5% | +$777K | 0.51% | 37 |
|
|
2018
Q3 | $21.2M | Buy |
249,467
+12,045
| +5% | +$1.02M | 0.53% | 38 |
|
|
2018
Q2 | $19.6M | Buy |
237,422
+18,155
| +8% | +$1.5M | 0.53% | 38 |
|
|
2018
Q1 | $16.4M | Buy |
219,267
+21,029
| +11% | +$1.57M | 0.45% | 40 |
|
|
2017
Q4 | $16.6M | Sell |
198,238
-2,926
| -1% | -$245K | 0.46% | 40 |
|
|
2017
Q3 | $16.5M | Sell |
201,164
-1,217
| -0.6% | -$99.8K | 0.5% | 42 |
|
|
2017
Q2 | $16.3M | Sell |
202,381
-1,972
| -1% | -$159K | 0.51% | 41 |
|
|
2017
Q1 | $16.8M | Sell |
204,353
-1,755
| -0.9% | -$144K | 0.55% | 39 |
|
|
2016
Q4 | $18.6M | Sell |
206,108
-2,829
| -1% | -$255K | 0.65% | 37 |
|
|
2016
Q3 | $18.2M | Buy |
208,937
+658
| +0.3% | +$57.4K | 0.64% | 38 |
|
|
2016
Q2 | $19.5M | Sell |
208,279
-720
| -0.3% | -$67.5K | 0.7% | 36 |
|
|
2016
Q1 | $17.5M | Sell |
208,999
-840
| -0.4% | -$70.2K | 0.63% | 36 |
|
|
2015
Q4 | $16.4M | Buy |
209,839
+19,050
| +10% | +$1.48M | 0.57% | 38 |
|
|
2015
Q3 | $14.2M | Buy |
190,789
+12,115
| +7% | +$901K | 0.52% | 39 |
|
|
2015
Q2 | $14.9M | Sell |
178,674
-3,767
| -2% | -$313K | 0.52% | 38 |
|
|
2015
Q1 | $15.5M | Buy |
182,441
+2,814
| +2% | +$239K | 0.53% | 37 |
|
|
2014
Q4 | $16.6M | Sell |
179,627
-4,665
| -3% | -$431K | 0.57% | 36 |
|
|
2014
Q3 | $17.3M | Buy |
184,292
+3,027
| +2% | +$285K | 0.63% | 35 |
|
|
2014
Q2 | $18.3M | Sell |
181,265
-164
| -0.1% | -$16.5K | 0.67% | 35 |
|
|
2014
Q1 | $17.7M | Buy |
181,429
+4,588
| +3% | +$448K | 0.66% | 37 |
|
|
2013
Q4 | $17.9M | Buy |
176,841
+2,920
| +2% | +$295K | 0.67% | 36 |
|
|
2013
Q3 | $15M | Sell |
173,921
-433
| -0.2% | -$37.3K | 0.61% | 37 |
|
|
2013
Q2 | $15.8M | Buy |
+174,354
| New | +$15.8M | 0.66% | 35 |
|