Hoertkorn Richard Charles’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 | $3.02M | Sell |
27,971
-500
| -2% | -$53.9K | 1.28% | 21 |
|
|
2025
Q1 | $3.39M | Sell |
28,471
-650
| -2% | -$77.3K | 1.57% | 20 |
|
|
2024
Q4 | $3.13M | Sell |
29,121
-650
| -2% | -$69.9K | 1.29% | 21 |
|
|
2024
Q3 | $3.49M | Sell |
29,771
-482
| -2% | -$56.5K | 1.51% | 20 |
|
|
2024
Q2 | $3.48M | Sell |
30,253
-933
| -3% | -$107K | 1.52% | 18 |
|
|
2024
Q1 | $3.63M | Sell |
31,186
-500
| -2% | -$58.1K | 1.56% | 19 |
|
|
2023
Q4 | $3.17M | Buy |
31,686
+8,150
| +35% | +$815K | 1.43% | 21 |
|
|
2023
Q3 | $2.77M | Hold |
23,536
| – | – | 1.38% | 21 |
|
|
2023
Q2 | $2.52M | Hold |
23,536
| – | – | 1.22% | 21 |
|
|
2023
Q1 | $2.58M | Sell |
23,536
-34
| -0.1% | -$3.73K | 1.33% | 22 |
|
|
2022
Q4 | $2.6M | Hold |
23,570
| – | – | 1.38% | 22 |
|
|
2022
Q3 | $2.06M | Hold |
23,570
| – | – | 1.18% | 23 |
|
|
2022
Q2 | $2.02M | Sell |
23,570
-550
| -2% | -$47.1K | 1.11% | 23 |
|
|
2022
Q1 | $1.99M | Hold |
24,120
| – | – | 0.88% | 24 |
|
|
2021
Q4 | $1.48M | Buy |
24,120
+1,150
| +5% | +$70.4K | 0.6% | 29 |
|
|
2021
Q3 | $1.35M | Hold |
22,970
| – | – | 0.61% | 31 |
|
|
2021
Q2 | $1.45M | Buy |
22,970
+1,000
| +5% | +$63.1K | 0.65% | 32 |
|
|
2021
Q1 | $1.23M | Hold |
21,970
| – | – | 0.61% | 31 |
|
|
2020
Q4 | $906K | Buy |
21,970
+4,200
| +24% | +$173K | 0.5% | 33 |
|
|
2020
Q3 | $610K | Buy |
17,770
+100
| +0.6% | +$3.43K | 0.4% | 33 |
|
|
2020
Q2 | $790K | Buy |
17,670
+4,640
| +36% | +$207K | 0.54% | 31 |
|
|
2020
Q1 | $495K | Buy |
13,030
+3,925
| +43% | +$149K | 0.41% | 33 |
|
|
2019
Q4 | $635K | Sell |
9,105
-250
| -3% | -$17.4K | 0.39% | 35 |
|
|
2019
Q3 | $661K | Hold |
9,355
| – | – | 0.43% | 35 |
|
|
2019
Q2 | $717K | Sell |
9,355
-50
| -0.5% | -$3.83K | 0.48% | 36 |
|
|
2019
Q1 | $760K | Sell |
9,405
-900
| -9% | -$72.7K | 0.5% | 35 |
|
|
2018
Q4 | $703K | Sell |
10,305
-400
| -4% | -$27.3K | 0.5% | 38 |
|
|
2018
Q3 | $910K | Sell |
10,705
-100
| -0.9% | -$8.5K | 0.54% | 37 |
|
|
2018
Q2 | $894K | Hold |
10,805
| – | – | 0.55% | 37 |
|
|
2018
Q1 | $806K | Sell |
10,805
-750
| -6% | -$55.9K | 0.5% | 39 |
|
|
2017
Q4 | $966K | Sell |
11,555
-100
| -0.9% | -$8.36K | 0.57% | 39 |
|
|
2017
Q3 | $955K | Buy |
11,655
+600
| +5% | +$49.2K | 0.61% | 39 |
|
|
2017
Q2 | $892K | Sell |
11,055
-250
| -2% | -$20.2K | 0.59% | 40 |
|
|
2017
Q1 | $927K | Sell |
11,305
-250
| -2% | -$20.5K | 0.62% | 41 |
|
|
2016
Q4 | $1.04M | Hold |
11,555
| – | – | 0.72% | 39 |
|
|
2016
Q3 | $1.01M | Sell |
11,555
-1,228
| -10% | -$107K | 0.79% | 39 |
|
|
2016
Q2 | $1.2M | Sell |
12,783
-350
| -3% | -$32.8K | 0.96% | 35 |
|
|
2016
Q1 | $1.1M | Sell |
13,133
-4,000
| -23% | -$334K | 0.88% | 36 |
|
|
2015
Q4 | $1.34M | Hold |
17,133
| – | – | 1% | 34 |
|
|
2015
Q3 | $1.27M | Buy |
17,133
+4,200
| +32% | +$312K | 1% | 34 |
|
|
2015
Q2 | $1.08M | Hold |
12,933
| – | – | 0.8% | 37 |
|
|
2015
Q1 | $1.1M | Sell |
12,933
-2,800
| -18% | -$238K | 0.82% | 37 |
|
|
2014
Q4 | $1.46M | Buy |
15,733
+990
| +7% | +$91.6K | 1.03% | 34 |
|
|
2014
Q3 | $1.39M | Hold |
14,743
| – | – | 1.02% | 32 |
|
|
2014
Q2 | $1.48M | Buy |
14,743
+900
| +7% | +$90.6K | 1.11% | 30 |
|
|
2014
Q1 | $1.35M | Sell |
13,843
-4,900
| -26% | -$479K | 1.06% | 30 |
|
|
2013
Q4 | $1.9M | Buy |
+18,743
| New | +$1.9M | 1.47% | 27 |
|