HT Partners’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 | $228K | Hold |
2,114
| – | – | 0.07% | 48 |
|
|
2025
Q1 | $251K | Hold |
2,114
| – | – | 0.09% | 44 |
|
|
2024
Q4 | $227K | Sell |
2,114
-641
| -23% | -$69K | 0.08% | 48 |
|
|
2024
Q3 | $323K | Hold |
2,755
| – | – | 0.11% | 39 |
|
|
2024
Q2 | $317K | Sell |
2,755
-85
| -3% | -$9.79K | 0.11% | 38 |
|
|
2024
Q1 | $330K | Sell |
2,840
-82
| -3% | -$9.53K | 0.12% | 37 |
|
|
2023
Q4 | $292K | Sell |
2,922
-135
| -4% | -$13.5K | 0.12% | 41 |
|
|
2023
Q3 | $359K | Sell |
3,057
-690
| -18% | -$81.1K | 0.11% | 32 |
|
|
2023
Q2 | $402K | Sell |
3,747
-373
| -9% | -$40K | 0.12% | 33 |
|
|
2023
Q1 | $452K | Buy |
4,120
+273
| +7% | +$29.9K | 0.13% | 31 |
|
|
2022
Q4 | $424K | Buy |
3,847
+800
| +26% | +$88.2K | 0.14% | 28 |
|
|
2022
Q3 | $266K | Sell |
3,047
-215
| -7% | -$18.8K | 0.11% | 35 |
|
|
2022
Q2 | $279K | Buy |
3,262
+22
| +0.7% | +$1.88K | 0.11% | 38 |
|
|
2022
Q1 | $268K | Sell |
3,240
-210
| -6% | -$17.4K | 0.08% | 46 |
|
|
2021
Q4 | $211K | Sell |
3,450
-306
| -8% | -$18.7K | 0.06% | 50 |
|
|
2021
Q3 | $221K | Hold |
3,756
| – | – | 0.07% | 48 |
|
|
2021
Q2 | $237K | Hold |
3,756
| – | – | 0.07% | 46 |
|
|
2021
Q1 | $210K | Sell |
3,756
-1,457
| -28% | -$81.5K | 0.07% | 46 |
|
|
2020
Q4 | $215K | Buy |
+5,213
| New | +$215K | 0.07% | 44 |
|
|
2020
Q1 | – | Sell |
-4,096
| Closed | -$286K | – | 35 |
|
|
2019
Q4 | $286K | Sell |
4,096
-218
| -5% | -$15.2K | 0.11% | 25 |
|
|
2019
Q3 | $305K | Sell |
4,314
-896
| -17% | -$63.3K | 0.13% | 25 |
|
|
2019
Q2 | $399K | Buy |
5,210
+478
| +10% | +$36.6K | 0.17% | 19 |
|
|
2019
Q1 | $382K | Buy |
4,732
+175
| +4% | +$14.1K | 0.17% | 20 |
|
|
2018
Q4 | $311K | Buy |
+4,557
| New | +$311K | 0.15% | 26 |
|
|
2015
Q3 | – | Sell |
-3,817
| Closed | -$315K | – | 51 |
|
|
2015
Q2 | $315K | Hold |
3,817
| – | – | 0.17% | 38 |
|
|
2015
Q1 | $324K | Sell |
3,817
-898
| -19% | -$76.2K | 0.18% | 35 |
|
|
2014
Q4 | $436K | Buy |
4,715
+89
| +2% | +$8.23K | 0.27% | 26 |
|
|
2014
Q3 | $431K | Sell |
4,626
-181
| -4% | -$16.9K | 0.22% | 22 |
|
|
2014
Q2 | $486K | Sell |
4,807
-275
| -5% | -$27.8K | 0.25% | 21 |
|
|
2014
Q1 | $496K | Sell |
5,082
-16,348
| -76% | -$1.6M | 0.32% | 15 |
|
|
2013
Q4 | $2.17M | Sell |
21,430
-1,460
| -6% | -$148K | 1.38% | 15 |
|
|
2013
Q3 | $1.97M | Sell |
22,890
-14,087
| -38% | -$1.21M | 1.27% | 18 |
|
|
2013
Q2 | $3.34M | Buy |
+36,977
| New | +$3.34M | 2.85% | 14 |
|