GW Henssler & Associates’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 | $30.1M | Buy |
278,898
+1,023
| +0.4% | +$110K | 1.61% | 14 |
|
|
2025
Q1 | $33M | Buy |
277,875
+6,231
| +2% | +$741K | 1.9% | 12 |
|
|
2024
Q4 | $31.8M | Sell |
271,644
-4,023
| -1% | -$472K | 1.83% | 13 |
|
|
2024
Q3 | $32.3M | Sell |
275,667
-4,667
| -2% | -$547K | 1.83% | 13 |
|
|
2024
Q2 | $32.3M | Sell |
280,334
-9,660
| -3% | -$1.11M | 1.94% | 10 |
|
|
2024
Q1 | $33.7M | Buy |
289,994
+868
| +0.3% | +$101K | 1.98% | 10 |
|
|
2023
Q4 | $28.9M | Sell |
289,126
-11,282
| -4% | -$1.13M | 1.91% | 12 |
|
|
2023
Q3 | $35.3M | Sell |
300,408
-4,002
| -1% | -$471K | 2.41% | 7 |
|
|
2023
Q2 | $32.6M | Sell |
304,410
-9,824
| -3% | -$1.05M | 2.14% | 7 |
|
|
2023
Q1 | $34.5M | Sell |
314,234
-9,778
| -3% | -$1.07M | 2.29% | 8 |
|
|
2022
Q4 | $35.7M | Sell |
324,012
-5,053
| -2% | -$557K | 2.51% | 7 |
|
|
2022
Q3 | $28.7M | Sell |
329,065
-7,754
| -2% | -$677K | 2.15% | 8 |
|
|
2022
Q2 | $28.8M | Sell |
336,819
-4,545
| -1% | -$389K | 2.14% | 8 |
|
|
2022
Q1 | $28.2M | Buy |
341,364
+1,780
| +0.5% | +$147K | 1.71% | 16 |
|
|
2021
Q4 | $20.8M | Sell |
339,584
-3,312
| -1% | -$203K | 1.33% | 24 |
|
|
2021
Q3 | $20.2M | Sell |
342,896
-24,951
| -7% | -$1.47M | 1.4% | 23 |
|
|
2021
Q2 | $23.2M | Buy |
367,847
+1,373
| +0.4% | +$86.6K | 1.53% | 21 |
|
|
2021
Q1 | $20.5M | Buy |
366,474
+50,324
| +16% | +$2.81M | 1.46% | 21 |
|
|
2020
Q4 | $13M | Sell |
316,150
-31,820
| -9% | -$1.31M | 1% | 46 |
|
|
2020
Q3 | $11.9M | Buy |
347,970
+12,694
| +4% | +$436K | 1.01% | 48 |
|
|
2020
Q2 | $15M | Buy |
335,276
+19,790
| +6% | +$885K | 1.32% | 36 |
|
|
2020
Q1 | $12M | Buy |
315,486
+39,783
| +14% | +$1.51M | 1.21% | 42 |
|
|
2019
Q4 | $19.2M | Sell |
275,703
-8,625
| -3% | -$602K | 1.59% | 17 |
|
|
2019
Q3 | $20.1M | Buy |
284,328
+5,457
| +2% | +$385K | 1.79% | 10 |
|
|
2019
Q2 | $21.4M | Sell |
278,871
-53
| -0% | -$4.06K | 1.93% | 8 |
|
|
2019
Q1 | $22.5M | Buy |
278,924
+18,377
| +7% | +$1.48M | 2.07% | 8 |
|
|
2018
Q4 | $17.8M | Sell |
260,547
-10,140
| -4% | -$691K | 1.9% | 10 |
|
|
2018
Q3 | $23M | Buy |
270,687
+6,789
| +3% | +$577K | 2.09% | 9 |
|
|
2018
Q2 | $21.8M | Buy |
263,898
+83,568
| +46% | +$6.91M | 2.14% | 8 |
|
|
2018
Q1 | $13.5M | Sell |
180,330
-880
| -0.5% | -$65.7K | 1.35% | 26 |
|
|
2017
Q4 | $15.2M | Buy |
181,210
+10,625
| +6% | +$889K | 1.42% | 20 |
|
|
2017
Q3 | $14M | Sell |
170,585
-2,861
| -2% | -$235K | 1.4% | 19 |
|
|
2017
Q2 | $14M | Buy |
173,446
+4,101
| +2% | +$331K | 1.46% | 15 |
|
|
2017
Q1 | $13.9M | Buy |
169,345
+3,654
| +2% | +$300K | 1.5% | 13 |
|
|
2016
Q4 | $15M | Sell |
165,691
-2,754
| -2% | -$249K | 1.66% | 12 |
|
|
2016
Q3 | $14.7M | Buy |
168,445
+865
| +0.5% | +$75.5K | 1.68% | 14 |
|
|
2016
Q2 | $15.7M | Buy |
167,580
+2,377
| +1% | +$223K | 1.81% | 12 |
|
|
2016
Q1 | $13.8M | Buy |
165,203
+1,790
| +1% | +$150K | 1.62% | 16 |
|
|
2015
Q4 | $12.7M | Sell |
163,413
-3,569
| -2% | -$278K | 1.51% | 17 |
|
|
2015
Q3 | $12.4M | Buy |
166,982
+6,062
| +4% | +$451K | 1.42% | 15 |
|
|
2015
Q2 | $13.4M | Buy |
160,920
+13,768
| +9% | +$1.15M | 1.46% | 17 |
|
|
2015
Q1 | $12.5M | Buy |
147,152
+6,459
| +5% | +$549K | 1.45% | 24 |
|
|
2014
Q4 | $13M | Sell |
140,693
-153
| -0.1% | -$14.1K | 1.46% | 26 |
|
|
2014
Q3 | $13.2M | Sell |
140,846
-568
| -0.4% | -$53.4K | 1.61% | 21 |
|
|
2014
Q2 | $14.2M | Sell |
141,414
-19,168
| -12% | -$1.93M | 1.73% | 17 |
|
|
2014
Q1 | $15.7M | Sell |
160,582
-12,311
| -7% | -$1.2M | 1.84% | 13 |
|
|
2013
Q4 | $17.5M | Sell |
172,893
-1,759
| -1% | -$178K | 2.05% | 11 |
|
|
2013
Q3 | $15M | Sell |
174,652
-5,854
| -3% | -$504K | 1.94% | 12 |
|
|
2013
Q2 | $16.3M | Buy |
+180,506
| New | +$16.3M | 2.25% | 10 |
|