HBK Sorce Advisory’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 | $9.53M | Buy |
88,373
+302
| +0.3% | +$32.6K | 0.26% | 37 |
|
|
2025
Q1 | $10.5M | Buy |
88,071
+10,584
| +14% | +$1.26M | 0.31% | 32 |
|
|
2024
Q4 | $8.34M | Buy |
77,487
+1,661
| +2% | +$179K | 0.25% | 40 |
|
|
2024
Q3 | $8.89M | Buy |
75,826
+1,474
| +2% | +$173K | 0.27% | 39 |
|
|
2024
Q2 | $8.56M | Sell |
74,352
-2,197
| -3% | -$253K | 0.3% | 37 |
|
|
2024
Q1 | $8.9M | Buy |
76,549
+3,907
| +5% | +$454K | 0.31% | 34 |
|
|
2023
Q4 | $7.26M | Sell |
72,642
-3,303
| -4% | -$330K | 0.28% | 41 |
|
|
2023
Q3 | $8.93M | Sell |
75,945
-7,240
| -9% | -$851K | 0.39% | 31 |
|
|
2023
Q2 | $8.92M | Buy |
83,185
+279
| +0.3% | +$29.9K | 0.38% | 31 |
|
|
2023
Q1 | $9.09M | Sell |
82,906
-83,068
| -50% | -$9.11M | 0.41% | 28 |
|
|
2022
Q4 | $18.3M | Buy |
165,974
+81,739
| +97% | +$9.02M | 0.49% | 29 |
|
|
2022
Q3 | $7.36M | Buy |
84,235
+27,800
| +49% | +$2.43M | 0.49% | 33 |
|
|
2022
Q2 | $4.83M | Sell |
56,435
-29,311
| -34% | -$2.51M | 0.36% | 38 |
|
|
2022
Q1 | $7.08M | Sell |
85,746
-9,280
| -10% | -$766K | 0.39% | 41 |
|
|
2021
Q4 | $5.82M | Buy |
95,026
+6,982
| +8% | +$427K | 0.29% | 49 |
|
|
2021
Q3 | $5.18M | Sell |
88,044
-4,174
| -5% | -$246K | 0.29% | 47 |
|
|
2021
Q2 | $5.82M | Sell |
92,218
-2,503
| -3% | -$158K | 0.32% | 44 |
|
|
2021
Q1 | $5.29M | Buy |
94,721
+4,262
| +5% | +$238K | 0.32% | 46 |
|
|
2020
Q4 | $3.73M | Sell |
90,459
-2,055
| -2% | -$84.7K | 0.23% | 57 |
|
|
2020
Q3 | $3.18M | Buy |
92,514
+1,542
| +2% | +$52.9K | 0.23% | 61 |
|
|
2020
Q2 | $4.07M | Buy |
90,972
+4,747
| +6% | +$212K | 0.3% | 50 |
|
|
2020
Q1 | $3.27M | Sell |
86,225
-4,074
| -5% | -$155K | 0.32% | 45 |
|
|
2019
Q4 | $6.3M | Sell |
90,299
-1,557
| -2% | -$109K | 0.55% | 29 |
|
|
2019
Q3 | $6.49M | Buy |
91,856
+475
| +0.5% | +$33.5K | 0.62% | 27 |
|
|
2019
Q2 | $7M | Buy |
91,381
+7,240
| +9% | +$555K | 0.68% | 26 |
|
|
2019
Q1 | $6.8M | Buy |
84,141
+3,888
| +5% | +$314K | 0.68% | 30 |
|
|
2018
Q4 | $5.47M | Buy |
80,253
+90
| +0.1% | +$6.14K | 0.63% | 33 |
|
|
2018
Q3 | $6.82M | Buy |
80,163
+443
| +0.6% | +$37.7K | 0.77% | 19 |
|
|
2018
Q2 | $6.6M | Sell |
79,720
-1,759
| -2% | -$146K | 0.76% | 20 |
|
|
2018
Q1 | $6.08M | Sell |
81,479
-1,720
| -2% | -$128K | 0.76% | 18 |
|
|
2017
Q4 | $6.96M | Buy |
83,199
+20,315
| +32% | +$1.7M | 0.82% | 19 |
|
|
2017
Q3 | $5.16M | Sell |
62,884
-653
| -1% | -$53.5K | 0.78% | 17 |
|
|
2017
Q2 | $5.13M | Buy |
+63,537
| New | +$5.13M | 0.82% | 18 |
|
|
2017
Q1 | – | Sell |
-71,989
| Closed | -$6.5M | – | 293 |
|
|
2016
Q4 | $6.5M | Buy |
71,989
+341
| +0.5% | +$30.8K | 1.17% | 13 |
|
|
2016
Q3 | $6.25M | Buy |
71,648
+4,187
| +6% | +$365K | 1.24% | 11 |
|
|
2016
Q2 | $6.32M | Buy |
+67,461
| New | +$6.32M | 1.35% | 9 |
|
|
2014
Q3 | – | Sell |
-65,089
| Closed | -$6.55M | – | 199 |
|
|
2014
Q2 | $6.55M | Sell |
65,089
-114
| -0.2% | -$11.5K | 2.27% | 9 |
|
|
2014
Q1 | $6.37M | Buy |
65,203
+4,482
| +7% | +$438K | 2.33% | 9 |
|
|
2013
Q4 | $6.15M | Sell |
60,721
-809
| -1% | -$81.9K | 2.21% | 10 |
|
|
2013
Q3 | $5.29M | Sell |
61,530
-61,646
| -50% | -$5.3M | 2.19% | 8 |
|
|
2013
Q2 | $11.1M | Buy |
+123,176
| New | +$11.1M | 2.4% | 8 |
|