Harrell Investment Partners’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
$4.51M Buy
41,831
+13,175
+46% +$1.42M 1.14% 30
2025
Q1
$3.41M Buy
28,656
+189
+0.7% +$22.5K 1.01% 38
2024
Q4
$3.06M Buy
28,467
+49
+0.2% +$5.27K 0.86% 42
2024
Q3
$3.33M Buy
28,418
+58
+0.2% +$6.8K 0.94% 43
2024
Q2
$3.26M Buy
28,360
+1,054
+4% +$121K 0.95% 42
2024
Q1
$3.17M Sell
27,306
-8,083
-23% -$940K 0.94% 41
2023
Q4
$3.54M Buy
35,389
+106
+0.3% +$10.6K 1.1% 36
2023
Q3
$4.08M Sell
35,283
-261
-0.7% -$30.2K 1.39% 27
2023
Q2
$3.81M Buy
35,544
+108
+0.3% +$11.6K 1.29% 29
2023
Q1
$3.9M Buy
35,436
+20,508
+137% +$2.26M 1.39% 29
2022
Q4
$1.65M Sell
14,928
-16,696
-53% -$1.84M 0.65% 50
2022
Q3
$2.76M Buy
31,624
+117
+0.4% +$10.2K 1.15% 31
2022
Q2
$2.7M Sell
31,507
-1,048
-3% -$89.7K 1.1% 33
2022
Q1
$2.69M Sell
32,555
-478
-1% -$39.5K 0.95% 37
2021
Q4
$2.02M Buy
33,033
+195
+0.6% +$11.9K 0.62% 53
2021
Q3
$1.93M Buy
32,838
+58
+0.2% +$3.41K 0.62% 57
2021
Q2
$2.07M Buy
32,780
+49
+0.1% +$3.09K 0.67% 53
2021
Q1
$1.83M Buy
32,731
+2,831
+9% +$158K 0.65% 51
2020
Q4
$1.23M Buy
29,900
+68
+0.2% +$2.8K 0.47% 61
2020
Q3
$1.02M Sell
29,832
-733
-2% -$25.2K 0.45% 61
2020
Q2
$1.37M Buy
30,565
+65
+0.2% +$2.91K 0.7% 50
2020
Q1
$1.16M Sell
30,500
-764
-2% -$29K 0.63% 56
2019
Q4
$2.18M Buy
+31,264
New +$2.18M 0.99% 37