HFR Wealth Management’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 | $355K | Hold |
3,293
| – | – | 0.09% | 40 |
|
|
2025
Q1 | $392K | Hold |
3,293
| – | – | 0.1% | 43 |
|
|
2024
Q4 | $354K | Sell |
3,293
-343
| -9% | -$36.9K | 0.09% | 45 |
|
|
2024
Q3 | $426K | Hold |
3,636
| – | – | 0.1% | 43 |
|
|
2024
Q2 | $419K | Hold |
3,636
| – | – | 0.11% | 44 |
|
|
2024
Q1 | $423K | Hold |
3,636
| – | – | 0.11% | 45 |
|
|
2023
Q4 | $364K | Hold |
3,636
| – | – | 0.1% | 46 |
|
|
2023
Q3 | $428K | Hold |
3,636
| – | – | 0.13% | 43 |
|
|
2023
Q2 | $390K | Hold |
3,636
| – | – | 0.11% | 45 |
|
|
2023
Q1 | $399K | Sell |
3,636
-18
| -0.5% | -$1.98K | 0.11% | 46 |
|
|
2022
Q4 | $403K | Sell |
3,654
-116
| -3% | -$12.8K | 0.12% | 45 |
|
|
2022
Q3 | $329K | Buy |
3,770
+4
| +0.1% | +$349 | 0.11% | 46 |
|
|
2022
Q2 | $322K | Sell |
3,766
-54
| -1% | -$4.62K | 0.1% | 47 |
|
|
2022
Q1 | $315K | Buy |
3,820
+2
| +0.1% | +$165 | 0.08% | 50 |
|
|
2021
Q4 | $234K | Sell |
3,818
-13
| -0.3% | -$797 | 0.06% | 58 |
|
|
2021
Q3 | $225K | Hold |
3,831
| – | – | 0.07% | 56 |
|
|
2021
Q2 | $242K | Buy |
+3,831
| New | +$242K | 0.07% | 53 |
|