HHM Wealth 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 | $1.22M | Sell |
11,338
-108
| -0.9% | -$11.6K | 0.15% | 60 |
|
|
2025
Q1 | $1.36M | Buy |
11,446
+529
| +5% | +$62.9K | 0.18% | 56 |
|
|
2024
Q4 | $1.17M | Buy |
10,917
+2,410
| +28% | +$259K | 0.16% | 63 |
|
|
2024
Q3 | $997K | Sell |
8,507
-693
| -8% | -$81.2K | 0.14% | 64 |
|
|
2024
Q2 | $1.06M | Buy |
9,200
+4,586
| +99% | +$528K | 0.16% | 59 |
|
|
2024
Q1 | $536K | Hold |
4,614
| – | – | 0.09% | 77 |
|
|
2023
Q4 | $461K | Sell |
4,614
-89
| -2% | -$8.9K | 0.08% | 77 |
|
|
2023
Q3 | $553K | Buy |
4,703
+301
| +7% | +$35.4K | 0.11% | 65 |
|
|
2023
Q2 | $472K | Buy |
4,402
+1
| +0% | +$107 | 0.09% | 78 |
|
|
2023
Q1 | $483K | Sell |
4,401
-299
| -6% | -$32.8K | 0.1% | 70 |
|
|
2022
Q4 | $518K | Sell |
4,700
-822
| -15% | -$90.7K | 0.12% | 65 |
|
|
2022
Q3 | $482K | Sell |
5,522
-631
| -10% | -$55.1K | 0.13% | 61 |
|
|
2022
Q2 | $527K | Sell |
6,153
-291
| -5% | -$24.9K | 0.14% | 60 |
|
|
2022
Q1 | $532K | Buy |
6,444
+513
| +9% | +$42.4K | 0.12% | 68 |
|
|
2021
Q4 | $363K | Sell |
5,931
-119
| -2% | -$7.28K | 0.09% | 89 |
|
|
2021
Q3 | $356K | Sell |
6,050
-150
| -2% | -$8.83K | 0.1% | 84 |
|
|
2021
Q2 | $391K | Hold |
6,200
| – | – | 0.11% | 77 |
|
|
2021
Q1 | $346K | Buy |
6,200
+370
| +6% | +$20.6K | 0.11% | 74 |
|
|
2020
Q4 | $240K | Sell |
5,830
-350
| -6% | -$14.4K | 0.08% | 93 |
|
|
2020
Q3 | $212K | Buy |
6,180
+117
| +2% | +$4.01K | 0.08% | 90 |
|
|
2020
Q2 | $271K | Buy |
6,063
+1,250
| +26% | +$55.9K | 0.11% | 70 |
|
|
2020
Q1 | $183K | Buy |
4,813
+1,050
| +28% | +$39.9K | 0.09% | 81 |
|
|
2019
Q4 | $263K | Sell |
3,763
-1,793
| -32% | -$125K | 0.13% | 69 |
|
|
2019
Q3 | $392K | Buy |
5,556
+2,700
| +95% | +$190K | 0.22% | 49 |
|
|
2019
Q2 | $219K | Buy |
2,856
+100
| +4% | +$7.67K | 0.13% | 67 |
|
|
2019
Q1 | $223K | Sell |
2,756
-333
| -11% | -$26.9K | 0.14% | 64 |
|
|
2018
Q4 | $211K | Buy |
+3,089
| New | +$211K | 0.15% | 56 |
|