Houlihan Financial Resource Group’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
$652K Buy
5,927
+12
+0.2% +$1.32K 0.27% 65
2025
Q1
$704K Sell
5,915
-190
-3% -$22.6K 0.32% 55
2024
Q4
$657K Sell
6,105
-1,389
-19% -$149K 0.28% 59
2024
Q3
$878K Sell
7,494
-33
-0.4% -$3.87K 0.36% 50
2024
Q2
$866K Buy
7,527
+412
+6% +$47.4K 0.59% 33
2024
Q1
$827K Buy
7,115
+11
+0.2% +$1.28K 0.37% 48
2023
Q4
$710K Sell
7,104
-10
-0.1% -$999 0.34% 52
2023
Q3
$781K Sell
7,114
-287,409
-98% -$31.6M 0.42% 44
2023
Q2
$32.1M Buy
294,523
+287,395
+4,032% +$31.4M 1% 22
2023
Q1
$782K Sell
7,128
-750
-10% -$82.3K 0.43% 45
2022
Q4
$884K Buy
7,878
+10
+0.1% +$1.12K 0.51% 43
2022
Q3
$762K Buy
+7,868
New +$762K 0.46% 45
2020
Q3
$293K Buy
+8,023
New +$293K 0.17% 82
2020
Q1
$287K Buy
7,554
+9
+0.1% +$342 0.25% 69
2019
Q4
$527K Buy
+7,545
New +$527K 0.34% 61