Horan Securities’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
4,989
+344
| +7% | +$36.8K | 0.19% | 72 |
|
|
2025
Q1 | $552K | Buy |
4,645
+271
| +6% | +$30K | 0.21% | 55 |
|
|
2024
Q4 | $470K | Sell |
4,374
-73
| -2% | -$8.54K | 0.18% | 62 |
|
|
2024
Q3 | $521K | Buy |
4,447
+14
| +0.3% | +$1.62K | 0.2% | 56 |
|
|
2024
Q2 | $510K | Buy |
4,433
+371
| +9% | +$43.2K | 0.22% | 45 |
|
|
2024
Q1 | $472K | Buy |
4,062
+7
| +0.2% | +$732 | 0.22% | 46 |
|
|
2023
Q4 | $405K | Sell |
4,055
-101
| -2% | -$10.6K | 0.2% | 54 |
|
|
2023
Q3 | $489K | Sell |
4,156
-69
| -2% | -$7.57K | 0.26% | 41 |
|
|
2023
Q2 | $453K | Buy |
4,225
+1,085
| +35% | +$118K | 0.19% | 59 |
|
|
2023
Q1 | $344K | Buy |
3,140
+199
| +7% | +$22K | 0.18% | 61 |
|
|
2022
Q4 | $324K | Buy |
2,941
+147
| +5% | +$15.8K | 0.18% | 57 |
|
|
2022
Q3 | $244K | Buy |
2,794
+2,283
| +447% | +$208K | 0.15% | 72 |
|
|
2022
Q2 | $44K | Buy |
511
+1
| +0.2% | +$90 | 0.03% | 182 |
|
|
2022
Q1 | $42K | Buy |
510
+2
| +0.4% | +$155 | 0.02% | 192 |
|
|
2021
Q4 | $31K | Buy |
+508
| New | +$31.8K | 0.02% | 210 |
|
|
2021
Q2 | $47K | Buy |
744
+141
| +23% | +$8.42K | 0.03% | 168 |
|
|
2021
Q1 | $34K | Buy |
603
+7
| +1% | +$367 | 0.03% | 177 |
|
|
2020
Q4 | $25K | Buy |
596
+313
| +111% | +$11.7K | 0.02% | 174 |
|
|
2020
Q3 | $10K | Sell |
283
-198
| -41% | -$8.09K | 0.01% | 217 |
|
|
2020
Q2 | $21K | Buy |
481
+353
| +276% | +$15.8K | 0.02% | 124 |
|
|
2020
Q1 | $5K | Buy |
+128
| New | +$7.07K | 0.01% | 177 |
|
|
2019
Q4 | – | Sell |
-376
| Closed | -$27K | – | 235 |
|
|
2019
Q3 | $27K | Sell |
376
-77
| -17% | -$5.57K | 0.03% | 106 |
|
|
2019
Q2 | $35K | Buy |
453
+78
| +21% | +$6.04K | 0.04% | 91 |
|
|
2019
Q1 | $30K | Sell |
375
-319
| -46% | -$24.3K | 0.03% | 94 |
|
|
2018
Q4 | $50K | Hold |
694
| – | – | 0.06% | 63 |
|
|
2018
Q3 | $57K | Sell |
694
-74
| -10% | -$6.05K | 0.06% | 50 |
|
|
2018
Q2 | $63K | Sell |
768
-760
| -50% | -$60.6K | 0.06% | 48 |
|
|
2018
Q1 | $119K | Buy |
1,528
+199
| +15% | +$15.9K | 0.1% | 38 |
|
|
2017
Q4 | $116K | Hold |
1,329
| – | – | 0.1% | 38 |
|
|
2017
Q3 | $110K | Sell |
1,329
-182
| -12% | -$14.5K | 0.11% | 39 |
|
|
2017
Q2 | $122K | Buy |
1,511
+260
| +21% | +$21.3K | 0.13% | 36 |
|
|
2017
Q1 | $102K | Buy |
+1,251
| New | +$105K | 0.12% | 36 |
|
|
2016
Q4 | – | Sell |
-1,573
| Closed | -$137K | – | 149 |
|
|
2016
Q3 | $137K | Buy |
+1,573
| New | +$140K | 0.19% | 30 |
|
Other funds holding XOM
