Heck Capital Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $517K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $24.4K | Hold |
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|
2024
Q4 | $22.1K | Hold |
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|
2024
Q3 | $24K | Hold |
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|
2024
Q2 | $23.6K | Hold |
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|
2024
Q1 | $23.8K | Hold |
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|
2023
Q4 | $20.5K | Hold |
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|
2023
Q3 | $24.1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $846K | Hold |
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|
2019
Q3 | $856K | Hold |
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|
2019
Q2 | $929K | Hold |
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|
2019
Q1 | $979K | Hold |
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|
2018
Q4 | $827K | Hold |
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|
2018
Q3 | $1.03M | Hold |
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|
2018
Q2 | $1M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $153K | Sell |
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|
2016
Q4 | $176K | Buy |
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