HPIA
Hamilton Point Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
6,620
+63
| +1% | +$6.79K | 0.12% | 87 |
|
|
2025
Q1 | $780K | Sell |
6,557
-47
| -0.7% | -$5.59K | 0.14% | 82 |
|
|
2024
Q4 | $710K | Buy |
6,604
+697
| +12% | +$75K | 0.13% | 81 |
|
|
2024
Q3 | $692K | Hold |
5,907
| – | – | 0.12% | 77 |
|
|
2024
Q2 | $680K | Buy |
5,907
+162
| +3% | +$18.6K | 0.13% | 77 |
|
|
2024
Q1 | $668K | Hold |
5,745
| – | – | 0.13% | 78 |
|
|
2023
Q4 | $574K | Buy |
5,745
+526
| +10% | +$52.6K | 0.11% | 82 |
|
|
2023
Q3 | $614K | Sell |
5,219
-54
| -1% | -$6.35K | 0.15% | 76 |
|
|
2023
Q2 | $566K | Sell |
5,273
-260
| -5% | -$27.9K | 0.14% | 77 |
|
|
2023
Q1 | $607K | Buy |
5,533
+1,198
| +28% | +$131K | 0.15% | 76 |
|
|
2022
Q4 | $478K | Buy |
4,335
+326
| +8% | +$36K | 0.13% | 65 |
|
|
2022
Q3 | $350K | Hold |
4,009
| – | – | 0.11% | 66 |
|
|
2022
Q2 | $343K | Hold |
4,009
| – | – | 0.1% | 65 |
|
|
2022
Q1 | $331K | Sell |
4,009
-1,100
| -22% | -$90.8K | 0.09% | 67 |
|
|
2021
Q4 | $313K | Sell |
5,109
-100
| -2% | -$6.13K | 0.07% | 73 |
|
|
2021
Q3 | $306K | Hold |
5,209
| – | – | 0.08% | 70 |
|
|
2021
Q2 | $329K | Hold |
5,209
| – | – | 0.09% | 65 |
|
|
2021
Q1 | $291K | Sell |
5,209
-377
| -7% | -$21.1K | 0.08% | 67 |
|
|
2020
Q4 | $230K | Buy |
+5,586
| New | +$230K | 0.07% | 70 |
|
|
2020
Q3 | – | Sell |
-5,999
| Closed | -$268K | – | 72 |
|
|
2020
Q2 | $268K | Hold |
5,999
| – | – | 0.1% | 61 |
|
|
2020
Q1 | $228K | Sell |
5,999
-399
| -6% | -$15.2K | 0.11% | 63 |
|
|
2019
Q4 | $446K | Sell |
6,398
-190
| -3% | -$13.2K | 0.17% | 61 |
|
|
2019
Q3 | $465K | Hold |
6,588
| – | – | 0.19% | 59 |
|
|
2019
Q2 | $505K | Sell |
6,588
-603
| -8% | -$46.2K | 0.22% | 60 |
|
|
2019
Q1 | $581K | Hold |
7,191
| – | – | 0.26% | 59 |
|
|
2018
Q4 | $490K | Buy |
7,191
+516
| +8% | +$35.2K | 0.25% | 60 |
|
|
2018
Q3 | $568K | Sell |
6,675
-219
| -3% | -$18.6K | 0.27% | 60 |
|
|
2018
Q2 | $570K | Sell |
6,894
-114
| -2% | -$9.43K | 0.28% | 60 |
|
|
2018
Q1 | $523K | Buy |
7,008
+12
| +0.2% | +$896 | 0.27% | 60 |
|
|
2017
Q4 | $585K | Sell |
6,996
-428
| -6% | -$35.8K | 0.31% | 61 |
|
|
2017
Q3 | $609K | Sell |
7,424
-350
| -5% | -$28.7K | 0.33% | 63 |
|
|
2017
Q2 | $628K | Sell |
7,774
-24,421
| -76% | -$1.97M | 0.35% | 61 |
|
|
2017
Q1 | $2.64M | Buy |
32,195
+545
| +2% | +$44.7K | 1.5% | 31 |
|
|
2016
Q4 | $2.86M | Buy |
31,650
+166
| +0.5% | +$15K | 1.77% | 23 |
|
|
2016
Q3 | $2.75M | Buy |
31,484
+460
| +1% | +$40.2K | 1.73% | 23 |
|
|
2016
Q2 | $2.91M | Buy |
31,024
+615
| +2% | +$57.6K | 1.9% | 18 |
|
|
2016
Q1 | $2.54M | Sell |
30,409
-974
| -3% | -$81.4K | 1.7% | 24 |
|
|
2015
Q4 | $2.45M | Buy |
31,383
+1,074
| +4% | +$83.7K | 1.69% | 22 |
|
|
2015
Q3 | $2.25M | Buy |
30,309
+4,954
| +20% | +$368K | 1.77% | 21 |
|
|
2015
Q2 | $2.11M | Buy |
25,355
+963
| +4% | +$80.1K | 1.71% | 24 |
|
|
2015
Q1 | $2.07M | Buy |
24,392
+595
| +3% | +$50.6K | 1.7% | 23 |
|
|
2014
Q4 | $2.2M | Buy |
23,797
+524
| +2% | +$48.4K | 1.89% | 19 |
|
|
2014
Q3 | $2.19M | Buy |
23,273
+25
| +0.1% | +$2.35K | 2.04% | 18 |
|
|
2014
Q2 | $2.34M | Sell |
23,248
-410
| -2% | -$41.3K | 2.18% | 15 |
|
|
2014
Q1 | $2.31M | Buy |
23,658
+377
| +2% | +$36.8K | 2.16% | 16 |
|
|
2013
Q4 | $2.36M | Buy |
+23,281
| New | +$2.36M | 2.35% | 11 |
|