Harbour Trust & 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
$10.9M Buy
101,343
+313
+0.3% +$33.7K 1.21% 22
2025
Q1
$12M Sell
101,030
-2,456
-2% -$292K 1.45% 19
2024
Q4
$11.1M Buy
103,486
+94
+0.1% +$10.1K 1.27% 21
2024
Q3
$12.1M Sell
103,392
-872
-0.8% -$102K 1.38% 19
2024
Q2
$12M Buy
104,264
+64
+0.1% +$7.37K 1.43% 21
2024
Q1
$12.1M Sell
104,200
-2,501
-2% -$291K 1.52% 21
2023
Q4
$10.7M Buy
+106,701
New +$10.7M 1.5% 22