HRC Wealth Management’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 | $285K | Buy |
2,644
+2
| +0.1% | +$216 | 0.15% | 46 |
|
|
2025
Q1 | $314K | Buy |
2,642
+3
| +0.1% | +$357 | 0.19% | 40 |
|
|
2024
Q4 | $284K | Buy |
2,639
+3
| +0.1% | +$323 | 0.17% | 42 |
|
|
2024
Q3 | $309K | Sell |
2,636
-481
| -15% | -$56.4K | 0.2% | 34 |
|
|
2024
Q2 | $359K | Buy |
3,117
+56
| +2% | +$6.45K | 0.25% | 27 |
|
|
2024
Q1 | $356K | Buy |
3,061
+295
| +11% | +$34.3K | 0.26% | 26 |
|
|
2023
Q4 | $277K | Buy |
+2,766
| New | +$277K | 0.24% | 20 |
|