Harbour Investment Management’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 | $730K | Buy |
6,776
+500
| +8% | +$53.9K | 0.32% | 63 |
|
|
2025
Q1 | $746K | Hold |
6,276
| – | – | 0.34% | 63 |
|
|
2024
Q4 | $675K | Buy |
6,276
+1,520
| +32% | +$164K | 0.3% | 62 |
|
|
2024
Q3 | $557K | Hold |
4,756
| – | – | 0.25% | 64 |
|
|
2024
Q2 | $548K | Hold |
4,756
| – | – | 0.25% | 64 |
|
|
2024
Q1 | $553K | Hold |
4,756
| – | – | 0.26% | 63 |
|
|
2023
Q4 | $476K | Hold |
4,756
| – | – | 0.25% | 61 |
|
|
2023
Q3 | $559K | Buy |
4,756
+51
| +1% | +$6K | 0.32% | 58 |
|
|
2023
Q2 | $505K | Sell |
4,705
-430
| -8% | -$46.1K | 0.27% | 60 |
|
|
2023
Q1 | $563K | Buy |
5,135
+185
| +4% | +$20.3K | 0.31% | 57 |
|
|
2022
Q4 | $546K | Hold |
4,950
| – | – | 0.31% | 59 |
|
|
2022
Q3 | $432K | Hold |
4,950
| – | – | 0.27% | 58 |
|
|
2022
Q2 | $424K | Hold |
4,950
| – | – | 0.26% | 60 |
|
|
2022
Q1 | $409K | Hold |
4,950
| – | – | 0.2% | 64 |
|
|
2021
Q4 | $303K | Sell |
4,950
-300
| -6% | -$18.4K | 0.14% | 68 |
|
|
2021
Q3 | $309K | Sell |
5,250
-1,800
| -26% | -$106K | 0.16% | 67 |
|
|
2021
Q2 | $445K | Hold |
7,050
| – | – | 0.22% | 62 |
|
|
2021
Q1 | $394K | Buy |
7,050
+2,100
| +42% | +$117K | 0.21% | 63 |
|
|
2020
Q4 | $204K | Buy |
+4,950
| New | +$204K | 0.11% | 73 |
|
|
2020
Q3 | – | Sell |
-31,654
| Closed | -$1.42M | – | 72 |
|
|
2020
Q2 | $1.42M | Sell |
31,654
-904
| -3% | -$40.4K | 0.99% | 40 |
|
|
2020
Q1 | $1.24M | Buy |
32,558
+4,809
| +17% | +$183K | 0.99% | 41 |
|
|
2019
Q4 | $1.94M | Buy |
27,749
+3,507
| +14% | +$245K | 1.27% | 39 |
|
|
2019
Q3 | $1.71M | Sell |
24,242
-100
| -0.4% | -$7.06K | 1.22% | 38 |
|
|
2019
Q2 | $1.87M | Sell |
24,342
-1,360
| -5% | -$104K | 1.32% | 38 |
|
|
2019
Q1 | $2.08M | Sell |
25,702
-650
| -2% | -$52.5K | 1.53% | 29 |
|
|
2018
Q4 | $1.8M | Sell |
26,352
-1,255
| -5% | -$85.6K | 1.48% | 33 |
|
|
2018
Q3 | $2.35M | Sell |
27,607
-71
| -0.3% | -$6.04K | 1.71% | 24 |
|
|
2018
Q2 | $2.29M | Sell |
27,678
-830
| -3% | -$68.7K | 1.79% | 22 |
|
|
2018
Q1 | $2.13M | Sell |
28,508
-450
| -2% | -$33.6K | 1.59% | 29 |
|
|
2017
Q4 | $2.42M | Sell |
28,958
-1,200
| -4% | -$100K | 1.71% | 19 |
|
|
2017
Q3 | $2.47M | Buy |
30,158
+400
| +1% | +$32.8K | 1.73% | 20 |
|
|
2017
Q2 | $2.4M | Sell |
29,758
-250
| -0.8% | -$20.2K | 1.75% | 21 |
|
|
2017
Q1 | $2.46M | Buy |
30,008
+1,445
| +5% | +$119K | 1.82% | 18 |
|
|
2016
Q4 | $2.58M | Sell |
28,563
-250
| -0.9% | -$22.6K | 1.96% | 15 |
|
|
2016
Q3 | $2.52M | Sell |
28,813
-150
| -0.5% | -$13.1K | 1.93% | 16 |
|
|
2016
Q2 | $2.72M | Buy |
28,963
+545
| +2% | +$51.1K | 2.08% | 14 |
|
|
2016
Q1 | $2.38M | Sell |
28,418
-37
| -0.1% | -$3.09K | 1.82% | 20 |
|
|
2015
Q4 | $2.22M | Buy |
28,455
+70
| +0.2% | +$5.46K | 1.73% | 19 |
|
|
2015
Q3 | $2.11M | Buy |
28,385
+150
| +0.5% | +$11.2K | 1.7% | 21 |
|
|
2015
Q2 | $2.35M | Buy |
28,235
+135
| +0.5% | +$11.2K | 1.77% | 15 |
|
|
2015
Q1 | $2.39M | Buy |
28,100
+50
| +0.2% | +$4.25K | 1.76% | 16 |
|
|
2014
Q4 | $2.59M | Hold |
28,050
| – | – | 1.63% | 22 |
|
|
2014
Q3 | $2.64M | Sell |
28,050
-225
| -0.8% | -$21.2K | 1.76% | 20 |
|
|
2014
Q2 | $2.85M | Sell |
28,275
-180
| -0.6% | -$18.1K | 1.81% | 17 |
|
|
2014
Q1 | $2.78M | Sell |
28,455
-225
| -0.8% | -$22K | 1.82% | 19 |
|
|
2013
Q4 | $2.9M | Buy |
28,680
+1,425
| +5% | +$144K | 1.94% | 15 |
|
|
2013
Q3 | $2.35M | Sell |
27,255
-230
| -0.8% | -$19.8K | 1.63% | 23 |
|
|
2013
Q2 | $2.48M | Buy |
+27,485
| New | +$2.48M | 1.82% | 20 |
|