HB Wealth Management’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 | $28.6M | Buy |
265,170
+37,968
| +17% | +$4.09M | 0.23% | 58 |
|
|
2025
Q1 | $27M | Buy |
227,202
+67,840
| +43% | +$8.07M | 0.23% | 63 |
|
|
2024
Q4 | $17.1M | Sell |
159,362
-6,053
| -4% | -$651K | 0.18% | 64 |
|
|
2024
Q3 | $19.4M | Buy |
165,415
+6,343
| +4% | +$744K | 0.21% | 52 |
|
|
2024
Q2 | $18.3M | Buy |
159,072
+8,313
| +6% | +$957K | 0.21% | 52 |
|
|
2024
Q1 | $17.5M | Sell |
150,759
-5,002
| -3% | -$581K | 0.22% | 50 |
|
|
2023
Q4 | $15.6M | Sell |
155,761
-5,046
| -3% | -$505K | 0.22% | 51 |
|
|
2023
Q3 | $18.9M | Buy |
160,807
+46,987
| +41% | +$5.52M | 0.31% | 38 |
|
|
2023
Q2 | $12.2M | Sell |
113,820
-895
| -0.8% | -$96K | 0.19% | 59 |
|
|
2023
Q1 | $12.6M | Buy |
114,715
+1,406
| +1% | +$154K | 0.22% | 52 |
|
|
2022
Q4 | $12.5M | Buy |
113,309
+17,046
| +18% | +$1.88M | 0.23% | 54 |
|
|
2022
Q3 | $8.41M | Buy |
96,263
+28,020
| +41% | +$2.45M | 0.18% | 64 |
|
|
2022
Q2 | $5.84M | Buy |
68,243
+3,256
| +5% | +$279K | 0.12% | 87 |
|
|
2022
Q1 | $5.37M | Buy |
64,987
+14,734
| +29% | +$1.22M | 0.1% | 102 |
|
|
2021
Q4 | $3.08M | Buy |
+50,253
| New | +$3.08M | 0.06% | 125 |
|