Herold Advisors’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 | $7.39M | Buy |
68,563
+3,608
| +6% | +$389K | 1.55% | 9 |
|
|
2025
Q1 | $7.73M | Buy |
64,955
+2,751
| +4% | +$327K | 1.7% | 8 |
|
|
2024
Q4 | $6.69M | Buy |
62,204
+22,628
| +57% | +$2.43M | 1.46% | 13 |
|
|
2024
Q3 | $4.64M | Buy |
39,576
+994
| +3% | +$117K | 1.01% | 20 |
|
|
2024
Q2 | $4.44M | Buy |
38,582
+1,713
| +5% | +$197K | 1.03% | 21 |
|
|
2024
Q1 | $4.29M | Buy |
36,869
+1,757
| +5% | +$204K | 1.04% | 18 |
|
|
2023
Q4 | $3.51M | Buy |
35,112
+1,260
| +4% | +$126K | 0.97% | 24 |
|
|
2023
Q3 | $3.98M | Buy |
33,852
+160
| +0.5% | +$18.8K | 1.21% | 16 |
|
|
2023
Q2 | $3.61M | Buy |
33,692
+519
| +2% | +$55.7K | 1.11% | 19 |
|
|
2023
Q1 | $3.64M | Buy |
33,173
+6
| +0% | +$658 | 1.26% | 17 |
|
|
2022
Q4 | $3.66M | Buy |
33,167
+128
| +0.4% | +$14.1K | 1.55% | 12 |
|
|
2022
Q3 | $2.88M | Sell |
33,039
-187
| -0.6% | -$16.3K | 1.39% | 13 |
|
|
2022
Q2 | $2.85M | Sell |
33,226
-1,138
| -3% | -$97.4K | 1.27% | 14 |
|
|
2022
Q1 | $2.84M | Buy |
34,364
+1,546
| +5% | +$128K | 1.01% | 19 |
|
|
2021
Q4 | $2.01M | Buy |
32,818
+2,465
| +8% | +$151K | 0.78% | 40 |
|
|
2021
Q3 | $1.79M | Buy |
+30,353
| New | +$1.79M | 0.69% | 38 |
|