Harvest Investment Services’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 | $319K | Buy |
2,955
+622
| +27% | +$67K | 0.07% | 248 |
|
|
2025
Q1 | $277K | Buy |
2,333
+203
| +10% | +$24.1K | 0.08% | 216 |
|
|
2024
Q4 | $229K | Sell |
2,130
-164
| -7% | -$17.6K | 0.06% | 244 |
|
|
2024
Q3 | $269K | Buy |
2,294
+385
| +20% | +$45.1K | 0.09% | 188 |
|
|
2024
Q2 | $220K | Buy |
1,909
+143
| +8% | +$16.5K | 0.09% | 170 |
|
|
2024
Q1 | $205K | Sell |
1,766
-1,140
| -39% | -$133K | 0.08% | 160 |
|
|
2023
Q4 | $291K | Buy |
2,906
+535
| +23% | +$53.5K | 0.13% | 150 |
|
|
2023
Q3 | $279K | Buy |
2,371
+221
| +10% | +$26K | 0.18% | 118 |
|
|
2023
Q2 | $231K | Buy |
+2,150
| New | +$231K | 0.13% | 149 |
|
|
2021
Q4 | – | Sell |
-10,528
| Closed | -$619K | – | 317 |
|
|
2021
Q3 | $619K | Buy |
+10,528
| New | +$619K | 0.25% | 122 |
|
|
2020
Q3 | – | Sell |
-4,497
| Closed | -$201K | – | 247 |
|
|
2020
Q2 | $201K | Buy |
+4,497
| New | +$201K | 0.12% | 186 |
|
|
2019
Q2 | – | Sell |
-3,132
| Closed | -$256K | – | 178 |
|
|
2019
Q1 | $256K | Buy |
+3,132
| New | +$256K | 0.15% | 134 |
|