Horan Capital 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
Q1 | $879K | Buy |
7,392
+695
| +10% | +$82.7K | 0.3% | 60 |
|
|
2024
Q4 | $720K | Hold |
6,697
| – | – | 0.24% | 60 |
|
|
2024
Q3 | $785K | Hold |
6,697
| – | – | 0.26% | 59 |
|
|
2024
Q2 | $771K | Buy |
6,697
+92
| +1% | +$10.6K | 0.27% | 60 |
|
|
2024
Q1 | $768K | Sell |
6,605
-106
| -2% | -$12.3K | 0.27% | 61 |
|
|
2023
Q4 | $671K | Sell |
6,711
-67
| -1% | -$6.7K | 0.25% | 61 |
|
|
2023
Q3 | $797K | Sell |
6,778
-399
| -6% | -$46.9K | 0.32% | 62 |
|
|
2023
Q2 | $770K | Buy |
7,177
+2
| +0% | +$214 | 0.3% | 62 |
|
|
2023
Q1 | $787K | Buy |
7,175
+1
| +0% | +$110 | 0.32% | 61 |
|
|
2022
Q4 | $791K | Buy |
7,174
+2
| +0% | +$221 | 0.35% | 60 |
|
|
2022
Q3 | $626K | Sell |
7,172
-13
| -0.2% | -$1.14K | 0.3% | 59 |
|
|
2022
Q2 | $615K | Buy |
7,185
+1
| +0% | +$86 | 0.29% | 61 |
|
|
2022
Q1 | $593K | Buy |
7,184
+2,160
| +43% | +$178K | 0.24% | 64 |
|
|
2021
Q4 | $307K | Sell |
5,024
-309
| -6% | -$18.9K | 0.12% | 80 |
|
|
2021
Q3 | $314K | Buy |
5,333
+190
| +4% | +$11.2K | 0.14% | 75 |
|
|
2021
Q2 | $324K | Buy |
5,143
+800
| +18% | +$50.4K | 0.15% | 72 |
|
|
2021
Q1 | $242K | Buy |
+4,343
| New | +$242K | 0.12% | 81 |
|
|
2020
Q4 | – | Sell |
-3,631
| Closed | -$125K | – | 289 |
|
|
2020
Q3 | $125K | Buy |
+3,631
| New | +$125K | 0.07% | 102 |
|
|
2020
Q1 | – | Sell |
-4,191
| Closed | -$292K | – | 263 |
|
|
2019
Q4 | $292K | Sell |
4,191
-779
| -16% | -$54.3K | 0.17% | 64 |
|
|
2019
Q3 | $351K | Buy |
4,970
+294
| +6% | +$20.8K | 0.21% | 57 |
|
|
2019
Q2 | $358K | Buy |
4,676
+795
| +20% | +$60.9K | 0.24% | 59 |
|
|
2019
Q1 | $314K | Sell |
3,881
-425
| -10% | -$34.4K | 0.2% | 59 |
|
|
2018
Q4 | $294K | Buy |
4,306
+1,510
| +54% | +$103K | 0.2% | 59 |
|
|
2018
Q3 | $238K | Sell |
2,796
-63
| -2% | -$5.36K | 0.15% | 63 |
|
|
2018
Q2 | $237K | Sell |
2,859
-13,109
| -82% | -$1.09M | 0.15% | 63 |
|
|
2018
Q1 | $1.19M | Sell |
15,968
-14
| -0.1% | -$1.04K | 0.78% | 44 |
|
|
2017
Q4 | $1.34M | Sell |
15,982
-1,826
| -10% | -$153K | 0.87% | 41 |
|
|
2017
Q3 | $1.46M | Sell |
17,808
-485
| -3% | -$39.8K | 0.9% | 41 |
|
|
2017
Q2 | $1.48M | Buy |
18,293
+734
| +4% | +$59.3K | 1% | 38 |
|
|
2017
Q1 | $1.44M | Buy |
17,559
+781
| +5% | +$64K | 1.03% | 42 |
|
|
2016
Q4 | $1.51M | Sell |
16,778
-9
| -0.1% | -$812 | 1.13% | 42 |
|
|
2016
Q3 | $1.47M | Sell |
16,787
-216
| -1% | -$18.9K | 1.16% | 41 |
|
|
2016
Q2 | $1.59M | Sell |
17,003
-434
| -2% | -$40.7K | 1.3% | 40 |
|
|
2016
Q1 | $1.46M | Sell |
17,437
-7,107
| -29% | -$594K | 1.13% | 43 |
|
|
2015
Q4 | $1.91M | Sell |
24,544
-260
| -1% | -$20.3K | 1.6% | 27 |
|
|
2015
Q3 | $1.84M | Buy |
24,804
+189
| +0.8% | +$14.1K | 1.55% | 29 |
|
|
2015
Q2 | $2.05M | Buy |
24,615
+715
| +3% | +$59.5K | 1.72% | 29 |
|
|
2015
Q1 | $2.03M | Sell |
23,900
-351
| -1% | -$29.8K | 1.7% | 30 |
|
|
2014
Q4 | $2.24M | Buy |
24,251
+953
| +4% | +$88.1K | 1.85% | 23 |
|
|
2014
Q3 | $2.19M | Sell |
23,298
-526
| -2% | -$49.5K | 1.94% | 19 |
|
|
2014
Q2 | $2.4M | Buy |
23,824
+913
| +4% | +$91.9K | 2.19% | 12 |
|
|
2014
Q1 | $2.24M | Buy |
22,911
+2,082
| +10% | +$203K | 2.15% | 11 |
|
|
2013
Q4 | $2.11M | Buy |
20,829
+815
| +4% | +$82.5K | 2.15% | 9 |
|
|
2013
Q3 | $1.72M | Buy |
20,014
+5,178
| +35% | +$446K | 2.05% | 10 |
|
|
2013
Q2 | $1.34M | Buy |
+14,836
| New | +$1.34M | 2.04% | 10 |
|