First Heartland Consultants’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 | $901K | Buy |
8,355
+208
| +3% | +$22.4K | 0.08% | 178 |
|
2025
Q1 | $969K | Sell |
8,147
-352
| -4% | -$41.9K | 0.1% | 151 |
|
2024
Q4 | $914K | Sell |
8,499
-952
| -10% | -$102K | 0.09% | 157 |
|
2024
Q3 | $1.11M | Buy |
9,451
+87
| +0.9% | +$10.2K | 0.12% | 129 |
|
2024
Q2 | $1.08K | Sell |
9,364
-705
| -7% | -$81 | 0.08% | 164 |
|
2024
Q1 | $1.17M | Buy |
10,069
+85
| +0.9% | +$9.88K | 0.12% | 150 |
|
2023
Q4 | $998K | Sell |
9,984
-899
| -8% | -$89.9K | 0.12% | 141 |
|
2023
Q3 | $1.28M | Sell |
10,883
-818
| -7% | -$96.2K | 0.16% | 126 |
|
2023
Q2 | $1.26M | Buy |
11,701
+541
| +5% | +$58K | 0.16% | 123 |
|
2023
Q1 | $1.22M | Sell |
11,160
-648
| -5% | -$71.1K | 0.18% | 118 |
|
2022
Q4 | $1.3M | Sell |
11,808
-891
| -7% | -$98.3K | 0.21% | 108 |
|
2022
Q3 | $1.11K | Buy |
12,699
+442
| +4% | +$39 | 0.1% | 121 |
|
2022
Q2 | $1.05M | Sell |
12,257
-1,067
| -8% | -$91.3K | 0.16% | 113 |
|
2022
Q1 | $1.1M | Sell |
13,324
-603
| -4% | -$49.8K | 0.17% | 105 |
|
2021
Q4 | $852 | Sell |
13,927
-1,309
| -9% | -$80 | 0.03% | 131 |
|
2021
Q3 | $896K | Sell |
15,236
-6,502
| -30% | -$382K | 0.14% | 143 |
|
2021
Q2 | $1.37M | Buy |
21,738
+3,488
| +19% | +$220K | 0.21% | 113 |
|
2021
Q1 | $1.02M | Sell |
18,250
-1,751
| -9% | -$97.8K | 0.16% | 127 |
|
2020
Q4 | $824K | Sell |
20,001
-698
| -3% | -$28.8K | 0.14% | 117 |
|
2020
Q3 | $711K | Sell |
20,699
-1,418
| -6% | -$48.7K | 0.13% | 117 |
|
2020
Q2 | $989K | Buy |
22,117
+3,567
| +19% | +$160K | 0.2% | 103 |
|
2020
Q1 | $704K | Buy |
18,550
+953
| +5% | +$36.2K | 0.18% | 107 |
|
2019
Q4 | $1.23M | Buy |
17,597
+421
| +2% | +$29.4K | 0.24% | 103 |
|
2019
Q3 | $1.21M | Sell |
17,176
-430
| -2% | -$30.4K | 0.26% | 93 |
|
2019
Q2 | $1.35M | Sell |
17,606
-149
| -0.8% | -$11.4K | 0.32% | 78 |
|
2019
Q1 | $1.44M | Buy |
17,755
+537
| +3% | +$43.4K | 0.4% | 65 |
|
2018
Q4 | $1.17M | Sell |
17,218
-495
| -3% | -$33.8K | 0.44% | 62 |
|
2018
Q3 | $1.51M | Sell |
17,713
-182
| -1% | -$15.5K | 0.47% | 61 |
|
2018
Q2 | $1.48M | Sell |
17,895
-4,947
| -22% | -$409K | 0.52% | 58 |
|
2018
Q1 | $1.7M | Buy |
22,842
+364
| +2% | +$27.2K | 0.51% | 63 |
|
2017
Q4 | $1.88M | Sell |
22,478
-5,684
| -20% | -$475K | 0.57% | 56 |
|
2017
Q3 | $2.31M | Buy |
28,162
+1,423
| +5% | +$117K | 0.56% | 41 |
|
2017
Q2 | $2.16M | Buy |
26,739
+1,894
| +8% | +$153K | 0.56% | 43 |
|
2017
Q1 | $2.04M | Buy |
24,845
+1,743
| +8% | +$143K | 0.57% | 41 |
|
2016
Q4 | $2.09M | Sell |
23,102
-504
| -2% | -$45.5K | 0.63% | 36 |
|
2016
Q3 | $2.06M | Buy |
23,606
+320
| +1% | +$27.9K | 0.6% | 37 |
|
2016
Q2 | $2.18K | Sell |
23,286
-487
| -2% | -$46 | 0.24% | 34 |
|
2016
Q1 | $1.99M | Buy |
23,773
+316
| +1% | +$26.4K | 0.76% | 22 |
|
2015
Q4 | $1.83M | Sell |
23,457
-638
| -3% | -$49.7K | 0.69% | 28 |
|
2015
Q3 | $1.79M | Buy |
24,095
+1,367
| +6% | +$102K | 0.75% | 28 |
|
2015
Q2 | $1.89K | Sell |
22,728
-329
| -1% | -$27 | 0.51% | 33 |
|
2015
Q1 | $1.96M | Buy |
23,057
+169
| +0.7% | +$14.4K | 0.75% | 28 |
|
2014
Q4 | $2.12M | Sell |
22,888
-169
| -0.7% | -$15.6K | 0.87% | 24 |
|
2014
Q3 | $2.17M | Buy |
23,057
+14
| +0.1% | +$1.32K | 0.95% | 18 |
|
2014
Q2 | $2.32M | Buy |
23,043
+13
| +0.1% | +$1.31K | 1.05% | 19 |
|
2014
Q1 | $2.25M | Buy |
23,030
+485
| +2% | +$47.4K | 1.11% | 18 |
|
2013
Q4 | $2.28M | Buy |
22,545
+678
| +3% | +$68.6K | 1.28% | 15 |
|
2013
Q3 | $1.88M | Buy |
21,867
+5,345
| +32% | +$460K | 1.14% | 17 |
|
2013
Q2 | $1.49M | Buy |
+16,522
| New | +$1.49M | 0.87% | 29 |
|