HHGA
Halbert Hargrove Global Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Sell |
189
-130
| -41% | -$14K | ﹤0.01% | 175 |
|
|
2025
Q1 | $38K | Sell |
319
-261
| -45% | -$31.1K | ﹤0.01% | 151 |
|
|
2024
Q4 | $62.4K | Buy |
+580
| New | +$62.4K | ﹤0.01% | 123 |
|
|
2023
Q2 | – | Sell |
-6,422
| Closed | -$704K | – | 164 |
|
|
2023
Q1 | $704K | Buy |
6,422
+600
| +10% | +$65.8K | 0.05% | 60 |
|
|
2022
Q4 | $642K | Sell |
5,822
-289
| -5% | -$31.9K | 0.05% | 63 |
|
|
2022
Q3 | $534K | Buy |
6,111
+679
| +13% | +$59.3K | 0.04% | 69 |
|
|
2022
Q2 | $465K | Buy |
5,432
+1,119
| +26% | +$95.8K | 0.03% | 70 |
|
|
2022
Q1 | $356K | Buy |
4,313
+695
| +19% | +$57.4K | 0.02% | 93 |
|
|
2021
Q4 | $221K | Buy |
3,618
+7
| +0.2% | +$428 | 0.01% | 141 |
|
|
2021
Q3 | $212K | Sell |
3,611
-459
| -11% | -$26.9K | 0.01% | 136 |
|
|
2021
Q2 | $257K | Buy |
4,070
+491
| +14% | +$31K | 0.02% | 121 |
|
|
2021
Q1 | $200K | Buy |
+3,579
| New | +$200K | 0.01% | 126 |
|
|
2020
Q4 | – | Sell |
-7,405
| Closed | -$254K | – | 115 |
|
|
2020
Q3 | $254K | Sell |
7,405
-1,074
| -13% | -$36.8K | 0.02% | 76 |
|
|
2020
Q2 | $379K | Buy |
8,479
+147
| +2% | +$6.57K | 0.06% | 52 |
|
|
2020
Q1 | $316K | Sell |
8,332
-6,361
| -43% | -$241K | 0.06% | 52 |
|
|
2019
Q4 | $1.03M | Sell |
14,693
-2,058
| -12% | -$144K | 0.26% | 18 |
|
|
2019
Q3 | $1.18M | Buy |
16,751
+1,216
| +8% | +$85.9K | 0.31% | 14 |
|
|
2019
Q2 | $1.19M | Sell |
15,535
-298
| -2% | -$22.8K | 0.32% | 13 |
|
|
2019
Q1 | $1.28M | Sell |
15,833
-67
| -0.4% | -$5.41K | 4.51% | 4 |
|
|
2018
Q4 | $1.08M | Buy |
15,900
+5,990
| +60% | +$408K | 0.25% | 25 |
|
|
2018
Q3 | $843K | Buy |
9,910
+1,174
| +13% | +$99.9K | 0.22% | 20 |
|
|
2018
Q2 | $723K | Sell |
8,736
-1,166
| -12% | -$96.5K | 0.19% | 21 |
|
|
2018
Q1 | $739K | Sell |
9,902
-1,316
| -12% | -$98.2K | 0.2% | 20 |
|
|
2017
Q4 | $938K | Sell |
11,218
-90
| -0.8% | -$7.53K | 0.25% | 20 |
|
|
2017
Q3 | $927K | Sell |
11,308
-1,572
| -12% | -$129K | 0.26% | 15 |
|
|
2017
Q2 | $1.04M | Buy |
12,880
+420
| +3% | +$33.9K | 0.28% | 15 |
|
|
2017
Q1 | $1.02M | Sell |
12,460
-2,480
| -17% | -$203K | 0.26% | 16 |
|
|
2016
Q4 | $1.35M | Buy |
14,940
+6,472
| +76% | +$584K | 0.37% | 10 |
|
|
2016
Q3 | $739K | Sell |
8,468
-1,214
| -13% | -$106K | 0.21% | 18 |
|
|
2016
Q2 | $908K | Buy |
9,682
+1,637
| +20% | +$154K | 0.26% | 15 |
|
|
2016
Q1 | $673K | Buy |
8,045
+543
| +7% | +$45.4K | 0.24% | 21 |
|
|
2015
Q4 | $585K | Sell |
7,502
-361
| -5% | -$28.2K | 0.25% | 29 |
|
|
2015
Q3 | $585K | Sell |
7,863
-10,749
| -58% | -$800K | 0.29% | 27 |
|
|
2015
Q2 | $1.55M | Sell |
18,612
-942
| -5% | -$78.3K | 0.38% | 15 |
|
|
2015
Q1 | $1.66M | Buy |
19,554
+9,583
| +96% | +$815K | 0.53% | 12 |
|
|
2014
Q4 | $922K | Buy |
9,971
+116
| +1% | +$10.7K | 0.46% | 17 |
|
|
2014
Q3 | $927K | Buy |
9,855
+3,641
| +59% | +$342K | 0.26% | 28 |
|
|
2014
Q2 | $626K | Sell |
6,214
-132
| -2% | -$13.3K | 0.19% | 30 |
|
|
2014
Q1 | $620K | Sell |
6,346
-423
| -6% | -$41.3K | 0.19% | 29 |
|
|
2013
Q4 | $685K | Sell |
6,769
-2,043
| -23% | -$207K | 0.21% | 28 |
|
|
2013
Q3 | $758K | Sell |
8,812
-158
| -2% | -$13.6K | 0.25% | 26 |
|
|
2013
Q2 | $810K | Buy |
+8,970
| New | +$810K | 0.3% | 23 |
|