HCA
Heck Capital Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-205
| Closed | -$24.4K | – | 251 |
|
|
2025
Q1 | $24.4K | Hold |
205
| – | – | ﹤0.01% | 188 |
|
|
2024
Q4 | $22.1K | Hold |
205
| – | – | ﹤0.01% | 189 |
|
|
2024
Q3 | $24K | Hold |
205
| – | – | ﹤0.01% | 177 |
|
|
2024
Q2 | $23.6K | Hold |
205
| – | – | ﹤0.01% | 173 |
|
|
2024
Q1 | $23.8K | Hold |
205
| – | – | ﹤0.01% | 171 |
|
|
2023
Q4 | $20.5K | Hold |
205
| – | – | ﹤0.01% | 166 |
|
|
2023
Q3 | $24.1K | Buy |
+205
| New | +$24.1K | ﹤0.01% | 157 |
|
|
2020
Q1 | – | Sell |
-12,121
| Closed | -$846K | – | 109 |
|
|
2019
Q4 | $846K | Hold |
12,121
| – | – | 0.2% | 39 |
|
|
2019
Q3 | $856K | Hold |
12,121
| – | – | 0.26% | 39 |
|
|
2019
Q2 | $929K | Hold |
12,121
| – | – | 0.25% | 37 |
|
|
2019
Q1 | $979K | Hold |
12,121
| – | – | 0.29% | 30 |
|
|
2018
Q4 | $827K | Hold |
12,121
| – | – | 0.3% | 31 |
|
|
2018
Q3 | $1.03M | Hold |
12,121
| – | – | 0.34% | 32 |
|
|
2018
Q2 | $1M | Buy |
+12,121
| New | +$1M | 0.37% | 31 |
|
|
2017
Q2 | – | Sell |
-1,868
| Closed | -$153K | – | 83 |
|
|
2017
Q1 | $153K | Sell |
1,868
-82
| -4% | -$6.73K | 0.09% | 49 |
|
|
2016
Q4 | $176K | Buy |
+1,950
| New | +$176K | 0.13% | 41 |
|