HWA
HCR Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
20,729
-26
| -0.1% | -$2.8K | 0.26% | 61 |
|
|
2025
Q1 | $2.47M | Sell |
20,755
-46
| -0.2% | -$5.47K | 0.32% | 53 |
|
|
2024
Q4 | $2.24M | Sell |
20,801
-240
| -1% | -$25.8K | 0.28% | 58 |
|
|
2024
Q3 | $2.47M | Buy |
21,041
+489
| +2% | +$57.3K | 0.32% | 50 |
|
|
2024
Q2 | $2.37M | Sell |
20,552
-149
| -0.7% | -$17.2K | 0.34% | 48 |
|
|
2024
Q1 | $2.41M | Buy |
20,701
+11
| +0.1% | +$1.28K | 0.36% | 46 |
|
|
2023
Q4 | $2.07M | Buy |
20,690
+1,903
| +10% | +$190K | 0.33% | 56 |
|
|
2023
Q3 | $2.21M | Sell |
18,787
-105
| -0.6% | -$12.3K | 0.48% | 36 |
|
|
2023
Q2 | $2.03M | Buy |
18,892
+33
| +0.2% | +$3.54K | 0.38% | 56 |
|
|
2023
Q1 | $2.07M | Sell |
18,859
-35
| -0.2% | -$3.84K | 0.41% | 53 |
|
|
2022
Q4 | $2.08M | Buy |
18,894
+387
| +2% | +$42.7K | 0.44% | 48 |
|
|
2022
Q3 | $1.62M | Sell |
18,507
-1,423
| -7% | -$124K | 0.34% | 65 |
|
|
2022
Q2 | $1.71M | Sell |
19,930
-879
| -4% | -$75.3K | 0.34% | 64 |
|
|
2022
Q1 | $1.72M | Buy |
20,809
+60
| +0.3% | +$4.96K | 0.28% | 67 |
|
|
2021
Q4 | $1.27M | Buy |
20,749
+1,298
| +7% | +$79.4K | 0.2% | 89 |
|
|
2021
Q3 | $1.14M | Sell |
19,451
-107
| -0.5% | -$6.29K | 0.19% | 95 |
|
|
2021
Q2 | $1.23M | Buy |
19,558
+249
| +1% | +$15.7K | 0.21% | 90 |
|
|
2021
Q1 | $1.08M | Sell |
19,309
-8,801
| -31% | -$491K | 0.21% | 91 |
|
|
2020
Q4 | $1.16M | Sell |
28,110
-2,118
| -7% | -$87.3K | 0.24% | 83 |
|
|
2020
Q3 | $1.04M | Sell |
30,228
-778
| -3% | -$26.7K | 0.24% | 77 |
|
|
2020
Q2 | $1.36M | Sell |
31,006
-1,884
| -6% | -$82.3K | 0.32% | 54 |
|
|
2020
Q1 | $1.25M | Sell |
32,890
-10,124
| -24% | -$384K | 0.36% | 52 |
|
|
2019
Q4 | $3M | Buy |
43,014
+6,162
| +17% | +$430K | 0.73% | 23 |
|
|
2019
Q3 | $2.6M | Sell |
36,852
-6,572
| -15% | -$464K | 0.86% | 23 |
|
|
2019
Q2 | $3.33M | Sell |
43,424
-18
| -0% | -$1.38K | 0.95% | 21 |
|
|
2019
Q1 | $3.52M | Buy |
43,442
+2,481
| +6% | +$201K | 1.01% | 18 |
|
|
2018
Q4 | $2.79M | Sell |
40,961
-782
| -2% | -$53.3K | 0.9% | 20 |
|
|
2018
Q3 | $3.34M | Sell |
41,743
-700
| -2% | -$55.9K | 1.09% | 15 |
|
|
2018
Q2 | $3.51M | Buy |
42,443
+36
| +0.1% | +$2.98K | 1.15% | 15 |
|
|
2018
Q1 | $3.16M | Buy |
42,407
+1,953
| +5% | +$146K | 1.1% | 16 |
|
|
2017
Q4 | $3.38M | Sell |
40,454
-790
| -2% | -$66.1K | 1.18% | 16 |
|
|
2017
Q3 | $3.38M | Buy |
41,244
+1,203
| +3% | +$98.6K | 1.42% | 13 |
|
|
2017
Q2 | $3.23M | Sell |
40,041
-138
| -0.3% | -$11.1K | 1.6% | 13 |
|
|
2017
Q1 | $3.3M | Buy |
40,179
+248
| +0.6% | +$20.3K | 1.69% | 12 |
|
|
2016
Q4 | $3.6M | Buy |
+39,931
| New | +$3.6M | 1.9% | 7 |
|