HFM
Hartford Financial Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
32,796
-16,685
| -34% | -$1.8M | 0.97% | 33 |
|
|
2025
Q1 | $5.88M | Sell |
49,481
-578
| -1% | -$68.7K | 1.21% | 21 |
|
|
2024
Q4 | $5.38M | Sell |
50,059
-248
| -0.5% | -$26.7K | 1.1% | 25 |
|
|
2024
Q3 | $5.9M | Sell |
50,307
-2,971
| -6% | -$348K | 1.21% | 18 |
|
|
2024
Q2 | $6.13M | Sell |
53,278
-268
| -0.5% | -$30.9K | 1.32% | 17 |
|
|
2024
Q1 | $6.22M | Sell |
53,546
-232
| -0.4% | -$27K | 1.31% | 18 |
|
|
2023
Q4 | $5.38M | Buy |
53,778
+289
| +0.5% | +$28.9K | 1.22% | 24 |
|
|
2023
Q3 | $6.29M | Sell |
53,489
-50
| -0.1% | -$5.88K | 1.61% | 13 |
|
|
2023
Q2 | $5.74M | Sell |
53,539
-552
| -1% | -$59.2K | 1.42% | 17 |
|
|
2023
Q1 | $5.93M | Sell |
54,091
-1,253
| -2% | -$137K | 1.53% | 12 |
|
|
2022
Q4 | $6.1M | Sell |
55,344
-806
| -1% | -$88.9K | 1.61% | 11 |
|
|
2022
Q3 | $4.9M | Buy |
56,150
+132
| +0.2% | +$11.5K | 1.44% | 17 |
|
|
2022
Q2 | $4.8M | Sell |
56,018
-2,057
| -4% | -$176K | 1.33% | 20 |
|
|
2022
Q1 | $4.8M | Sell |
58,075
-80
| -0.1% | -$6.61K | 1.16% | 26 |
|
|
2021
Q4 | $3.56M | Sell |
58,155
-364
| -0.6% | -$22.3K | 0.83% | 40 |
|
|
2021
Q3 | $3.44M | Buy |
58,519
+201
| +0.3% | +$11.8K | 0.88% | 40 |
|
|
2021
Q2 | $3.68M | Sell |
58,318
-795
| -1% | -$50.2K | 0.91% | 38 |
|
|
2021
Q1 | $3.3M | Buy |
59,113
+216
| +0.4% | +$12.1K | 0.82% | 44 |
|
|
2020
Q4 | $2.43M | Sell |
58,897
-89
| -0.2% | -$3.67K | 0.64% | 57 |
|
|
2020
Q3 | $2.03M | Buy |
58,986
+1,655
| +3% | +$56.8K | 0.6% | 63 |
|
|
2020
Q2 | $2.56M | Buy |
57,331
+11,451
| +25% | +$512K | 0.82% | 43 |
|
|
2020
Q1 | $1.74M | Buy |
45,880
+2,145
| +5% | +$81.4K | 0.7% | 46 |
|
|
2019
Q4 | $3.05M | Sell |
43,735
-1,102
| -2% | -$76.9K | 0.95% | 34 |
|
|
2019
Q3 | $3.17M | Hold |
44,837
| – | – | 1.06% | 27 |
|
|
2019
Q2 | $3.44M | Sell |
44,837
-796
| -2% | -$61K | 1.15% | 24 |
|
|
2019
Q1 | $3.69M | Buy |
45,633
+757
| +2% | +$61.2K | 1.26% | 24 |
|
|
2018
Q4 | $3.06M | Sell |
44,876
-2,424
| -5% | -$165K | 1.17% | 27 |
|
|
2018
Q3 | $4.02M | Buy |
47,300
+59
| +0.1% | +$5.02K | 1.36% | 19 |
|
|
2018
Q2 | $3.91M | Buy |
47,241
+20,005
| +73% | +$1.65M | 1.39% | 17 |
|
|
2018
Q1 | $2.03M | Buy |
27,236
+176
| +0.7% | +$13.1K | 1.03% | 31 |
|
|
2017
Q4 | $2.26M | Sell |
27,060
-1,484
| -5% | -$124K | 1.11% | 28 |
|
|
2017
Q3 | $2.34M | Sell |
28,544
-599
| -2% | -$49.1K | 1.19% | 26 |
|
|
2017
Q2 | $2.35M | Buy |
29,143
+551
| +2% | +$44.5K | 1.06% | 31 |
|
|
2017
Q1 | $2.34M | Sell |
28,592
-179
| -0.6% | -$14.7K | 1.41% | 23 |
|
|
2016
Q4 | $2.6M | Buy |
28,771
+1
| +0% | +$90 | 1.54% | 20 |
|
|
2016
Q3 | $2.51M | Sell |
28,770
-477
| -2% | -$41.6K | 1.53% | 20 |
|
|
2016
Q2 | $2.74M | Sell |
29,247
-949
| -3% | -$88.9K | 1.65% | 18 |
|
|
2016
Q1 | $2.52M | Buy |
30,196
+551
| +2% | +$46.1K | 1.57% | 20 |
|
|
2015
Q4 | $2.31M | Buy |
29,645
+1,100
| +4% | +$85.7K | 1.44% | 24 |
|
|
2015
Q3 | $2.12M | Buy |
28,545
+716
| +3% | +$53.2K | 1.42% | 26 |
|
|
2015
Q2 | $2.32M | Sell |
27,829
-4,604
| -14% | -$383K | 1.35% | 23 |
|
|
2015
Q1 | $2.76M | Buy |
32,433
+2,020
| +7% | +$172K | 1.69% | 17 |
|
|
2014
Q4 | $2.81M | Buy |
30,413
+2,901
| +11% | +$268K | 1.73% | 16 |
|
|
2014
Q3 | $2.59M | Sell |
27,512
-2,106
| -7% | -$198K | 1.55% | 18 |
|
|
2014
Q2 | $2.98M | Sell |
29,618
-949
| -3% | -$95.5K | 1.81% | 14 |
|
|
2014
Q1 | $2.99M | Sell |
30,567
-1,099
| -3% | -$107K | 1.95% | 12 |
|
|
2013
Q4 | $3.2M | Sell |
31,666
-325
| -1% | -$32.9K | 2.08% | 8 |
|
|
2013
Q3 | $2.75M | Sell |
31,991
-1,624
| -5% | -$140K | 1.9% | 13 |
|
|
2013
Q2 | $3.04M | Buy |
+33,615
| New | +$3.04M | 2.1% | 9 |
|