Hoese & Co’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
$138K Hold
1,277
0.11% 51
2025
Q1
$152K Sell
1,277
-173
-12% -$20.6K 0.13% 36
2024
Q4
$156K Buy
1,450
+173
+14% +$18.6K 0.14% 35
2024
Q3
$150K Hold
1,277
0.13% 38
2024
Q2
$150K Sell
1,277
-17
-1% -$1.99K 0.13% 38
2024
Q1
$135K Hold
1,294
0.12% 40
2023
Q4
$133K Hold
1,294
0.13% 41
2023
Q3
$152K Hold
1,294
0.16% 37
2023
Q2
$139K Sell
1,294
-30
-2% -$3.22K 0.13% 41
2023
Q1
$146K Sell
1,324
-26
-2% -$2.86K 0.17% 43
2022
Q4
$150K Hold
1,350
0.16% 46
2022
Q3
$118K Hold
1,350
0.14% 47
2022
Q2
$116K Sell
1,350
-583
-30% -$50.1K 0.13% 53
2022
Q1
$160K Sell
1,933
-252
-12% -$20.9K 0.17% 45
2021
Q4
$134K Hold
2,185
0.13% 55
2021
Q3
$128K Sell
2,185
-350
-14% -$20.5K 0.14% 54
2021
Q2
$160K Sell
2,535
-135
-5% -$8.52K 0.18% 52
2021
Q1
$149K Buy
+2,670
New +$149K 0.18% 51