Harvey Investment Company’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 | $12.6M | Hold |
116,709
| – | – | 1.38% | 24 |
|
|
2025
Q1 | $13.9M | Sell |
116,709
-150
| -0.1% | -$17.8K | 1.54% | 24 |
|
|
2024
Q4 | $12.6M | Sell |
116,859
-200
| -0.2% | -$21.5K | 1.45% | 25 |
|
|
2024
Q3 | $13.7M | Sell |
117,059
-2,370
| -2% | -$278K | 1.55% | 25 |
|
|
2024
Q2 | $13.7M | Sell |
119,429
-2,455
| -2% | -$283K | 1.64% | 24 |
|
|
2024
Q1 | $14.2M | Sell |
121,884
-200
| -0.2% | -$23.2K | 1.6% | 25 |
|
|
2023
Q4 | $12.2M | Sell |
122,084
-75
| -0.1% | -$7.5K | 1.48% | 25 |
|
|
2023
Q3 | $14.4M | Buy |
122,159
+4,056
| +3% | +$477K | 1.88% | 22 |
|
|
2023
Q2 | $12.7M | Sell |
118,103
-8,500
| -7% | -$912K | 1.66% | 23 |
|
|
2023
Q1 | $13.9M | Sell |
126,603
-408
| -0.3% | -$44.7K | 1.72% | 25 |
|
|
2022
Q4 | $14M | Sell |
127,011
-2,509
| -2% | -$277K | 1.81% | 24 |
|
|
2022
Q3 | $11.3M | Sell |
129,520
-1,300
| -1% | -$113K | 1.64% | 25 |
|
|
2022
Q2 | $11.2M | Hold |
130,820
| – | – | 1.58% | 26 |
|
|
2022
Q1 | $10.8M | Hold |
130,820
| – | – | 1.32% | 27 |
|
|
2021
Q4 | $8.01M | Sell |
130,820
-2,120
| -2% | -$130K | 0.93% | 31 |
|
|
2021
Q3 | $7.82M | Sell |
132,940
-6,390
| -5% | -$376K | 1.02% | 30 |
|
|
2021
Q2 | $8.79M | Sell |
139,330
-6,308
| -4% | -$398K | 1.16% | 28 |
|
|
2021
Q1 | $8.13M | Sell |
145,638
-5,616
| -4% | -$314K | 1.16% | 25 |
|
|
2020
Q4 | $6.24M | Sell |
151,254
-1,959
| -1% | -$80.8K | 0.88% | 32 |
|
|
2020
Q3 | $5.26M | Sell |
153,213
-5,602
| -4% | -$192K | 0.82% | 31 |
|
|
2020
Q2 | $7.1M | Sell |
158,815
-17,356
| -10% | -$776K | 1.2% | 26 |
|
|
2020
Q1 | $6.69M | Sell |
176,171
-210
| -0.1% | -$7.97K | 1.31% | 25 |
|
|
2019
Q4 | $12.3M | Sell |
176,381
-345
| -0.2% | -$24.1K | 1.9% | 21 |
|
|
2019
Q3 | $12.5M | Buy |
176,726
+975
| +0.6% | +$68.8K | 2.07% | 20 |
|
|
2019
Q2 | $13.5M | Sell |
175,751
-776
| -0.4% | -$59.5K | 2.27% | 18 |
|
|
2019
Q1 | $14.3M | Buy |
176,527
+4,585
| +3% | +$370K | 2.45% | 15 |
|
|
2018
Q4 | $11.7M | Buy |
171,942
+2,490
| +1% | +$170K | 2.26% | 18 |
|
|
2018
Q3 | $14.4M | Sell |
169,452
-2,434
| -1% | -$207K | 2.5% | 16 |
|
|
2018
Q2 | $14.2M | Sell |
171,886
-1,129
| -0.7% | -$93.4K | 2.63% | 15 |
|
|
2018
Q1 | $12.9M | Sell |
173,015
-11
| -0% | -$821 | 2.38% | 17 |
|
|
2017
Q4 | $14.5M | Sell |
173,026
-100
| -0.1% | -$8.36K | 2.63% | 14 |
|
|
2017
Q3 | $14.2M | Sell |
173,126
-3,340
| -2% | -$274K | 2.8% | 13 |
|
|
2017
Q2 | $14.2M | Sell |
176,466
-1,329
| -0.7% | -$107K | 2.89% | 14 |
|
|
2017
Q1 | $14.6M | Sell |
177,795
-11,124
| -6% | -$912K | 3.02% | 11 |
|
|
2016
Q4 | $17.1M | Sell |
188,919
-1,338
| -0.7% | -$121K | 3.59% | 7 |
|
|
2016
Q3 | $16.6M | Buy |
190,257
+2,062
| +1% | +$180K | 3.53% | 8 |
|
|
2016
Q2 | $17.6M | Sell |
188,195
-720
| -0.4% | -$67.5K | 3.84% | 5 |
|
|
2016
Q1 | $15.8M | Sell |
188,915
-15
| -0% | -$1.25K | 3.51% | 8 |
|
|
2015
Q4 | $14.7M | Sell |
188,930
-1,484
| -0.8% | -$116K | 3.37% | 7 |
|
|
2015
Q3 | $14.2M | Sell |
190,414
-5,867
| -3% | -$436K | 3.41% | 7 |
|
|
2015
Q2 | $16.3M | Buy |
196,281
+380
| +0.2% | +$31.6K | 3.79% | 5 |
|
|
2015
Q1 | $16.7M | Sell |
195,901
-3,925
| -2% | -$334K | 3.96% | 5 |
|
|
2014
Q4 | $18.5M | Buy |
199,826
+765
| +0.4% | +$70.7K | 4.3% | 6 |
|
|
2014
Q3 | $18.7M | Buy |
199,061
+302
| +0.2% | +$28.4K | 4.73% | 4 |
|
|
2014
Q2 | $20M | Buy |
198,759
+2,875
| +1% | +$289K | 4.98% | 3 |
|
|
2014
Q1 | $19.1M | Buy |
195,884
+4,198
| +2% | +$410K | 4.94% | 4 |
|
|
2013
Q4 | $19.4M | Sell |
191,686
-3,542
| -2% | -$358K | 5.14% | 4 |
|
|
2013
Q3 | $16.8M | Sell |
195,228
-548
| -0.3% | -$47.1K | 4.75% | 4 |
|
|
2013
Q2 | $17.7M | Buy |
+195,776
| New | +$17.7M | 5.31% | 3 |
|