HFR Wealth Management’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
Q2 | $355K | Hold |
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|
2025
Q1 | $392K | Hold |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $426K | Hold |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $423K | Hold |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $390K | Hold |
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|
2023
Q1 | $399K | Sell |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $242K | Buy |
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