HA
HC Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
3,682
-666
| -15% | -$71.8K | 0.28% | 38 |
|
|
2025
Q1 | $517K | Sell |
4,348
-252
| -5% | -$30K | 0.39% | 30 |
|
|
2024
Q4 | $495K | Buy |
4,600
+1,096
| +31% | +$118K | 0.4% | 30 |
|
|
2024
Q3 | $411K | Sell |
3,504
-33
| -0.9% | -$3.87K | 0.34% | 35 |
|
|
2024
Q2 | $407K | Buy |
3,537
+20
| +0.6% | +$2.3K | 0.38% | 30 |
|
|
2024
Q1 | $409K | Buy |
3,517
+146
| +4% | +$17K | 0.19% | 62 |
|
|
2023
Q4 | $337K | Buy |
3,371
+965
| +40% | +$96.5K | 0.19% | 64 |
|
|
2023
Q3 | $283K | Buy |
2,406
+228
| +10% | +$26.8K | 0.17% | 64 |
|
|
2023
Q2 | $234K | Sell |
2,178
-497
| -19% | -$53.3K | 0.14% | 72 |
|
|
2023
Q1 | $293K | Buy |
2,675
+698
| +35% | +$76.6K | 0.18% | 64 |
|
|
2022
Q4 | $218K | Buy |
+1,977
| New | +$218K | 0.15% | 73 |
|
|
2022
Q3 | – | Sell |
-2,506
| Closed | -$215K | – | 87 |
|
|
2022
Q2 | $215K | Buy |
+2,506
| New | +$215K | 0.15% | 72 |
|