Harfst & 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 | $2.38M | Sell |
22,053
-2,986
| -12% | -$322K | 0.49% | 32 |
|
|
2025
Q1 | $2.98M | Sell |
25,039
-3,908
| -14% | -$465K | 0.69% | 19 |
|
|
2024
Q4 | $3.11M | Buy |
28,947
+7,559
| +35% | +$813K | 0.65% | 22 |
|
|
2024
Q3 | $2.51M | Sell |
21,388
-90
| -0.4% | -$10.6K | 0.56% | 35 |
|
|
2024
Q2 | $2.47M | Buy |
21,478
+168
| +0.8% | +$19.3K | 0.58% | 27 |
|
|
2024
Q1 | $2.48M | Buy |
21,310
+1,877
| +10% | +$218K | 0.59% | 31 |
|
|
2023
Q4 | $1.94M | Buy |
19,433
+75
| +0.4% | +$7.5K | 0.51% | 46 |
|
|
2023
Q3 | $2.28M | Sell |
19,358
-347
| -2% | -$40.8K | 0.64% | 30 |
|
|
2023
Q2 | $2.11M | Buy |
19,705
+12,722
| +182% | +$1.36M | 0.56% | 42 |
|
|
2023
Q1 | $766K | Sell |
6,983
-264
| -4% | -$28.9K | 0.22% | 70 |
|
|
2022
Q4 | $799K | Hold |
7,247
| – | – | 0.23% | 66 |
|
|
2022
Q3 | $633K | Buy |
7,247
+1
| +0% | +$87 | 0.19% | 75 |
|
|
2022
Q2 | $620K | Sell |
7,246
-1,745
| -19% | -$149K | 0.18% | 80 |
|
|
2022
Q1 | $742K | Sell |
8,991
-55
| -0.6% | -$4.54K | 0.17% | 85 |
|
|
2021
Q4 | $553K | Buy |
9,046
+1,550
| +21% | +$94.8K | 0.14% | 89 |
|
|
2021
Q3 | $440K | Buy |
7,496
+250
| +3% | +$14.7K | 0.12% | 101 |
|
|
2021
Q2 | $457K | Buy |
7,246
+2,334
| +48% | +$147K | 0.13% | 103 |
|
|
2021
Q1 | $274K | Hold |
4,912
| – | – | 0.08% | 131 |
|
|
2020
Q4 | $202K | Buy |
+4,912
| New | +$202K | 0.07% | 110 |
|
|
2020
Q1 | – | Sell |
-3,441
| Closed | -$240K | – | 102 |
|
|
2019
Q4 | $240K | Hold |
3,441
| – | – | 0.09% | 92 |
|
|
2019
Q3 | $243K | Sell |
3,441
-100
| -3% | -$7.06K | 0.1% | 91 |
|
|
2019
Q2 | $271K | Sell |
3,541
-200
| -5% | -$15.3K | 0.11% | 83 |
|
|
2019
Q1 | $302K | Buy |
3,741
+200
| +6% | +$16.1K | 0.13% | 80 |
|
|
2018
Q4 | $241K | Hold |
3,541
| – | – | 0.12% | 81 |
|
|
2018
Q3 | $301K | Hold |
3,541
| – | – | 0.13% | 68 |
|
|
2018
Q2 | $293K | Hold |
3,541
| – | – | 0.12% | 67 |
|
|
2018
Q1 | $264K | Buy |
3,541
+10
| +0.3% | +$746 | 0.11% | 68 |
|
|
2017
Q4 | $295K | Buy |
3,531
+8
| +0.2% | +$668 | 0.12% | 69 |
|
|
2017
Q3 | $288K | Buy |
3,523
+9
| +0.3% | +$736 | 0.12% | 72 |
|
|
2017
Q2 | $283K | Sell |
3,514
-16
| -0.5% | -$1.29K | 0.11% | 75 |
|
|
2017
Q1 | $289K | Buy |
3,530
+11
| +0.3% | +$901 | 0.12% | 49 |
|
|
2016
Q4 | $317K | Sell |
3,519
-331
| -9% | -$29.8K | 0.16% | 44 |
|
|
2016
Q3 | $336K | Sell |
3,850
-14,042
| -78% | -$1.23M | 0.18% | 46 |
|
|
2016
Q2 | $1.68M | Buy |
17,892
+14,417
| +415% | +$1.35M | 0.68% | 37 |
|
|
2016
Q1 | $290K | Sell |
3,475
-14,142
| -80% | -$1.18M | 0.19% | 54 |
|
|
2015
Q4 | $1.37M | Buy |
17,617
+9
| +0.1% | +$701 | 0.56% | 41 |
|
|
2015
Q3 | $1.31M | Buy |
17,608
+13,716
| +352% | +$1.02M | 0.57% | 43 |
|
|
2015
Q2 | $324K | Buy |
+3,892
| New | +$324K | 0.18% | 41 |
|