HTG Investment 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
Q2 | $807K | Buy |
7,485
+342
| +5% | +$36.9K | 0.3% | 36 |
|
|
2025
Q1 | $849K | Sell |
7,143
-53
| -0.7% | -$6.3K | 0.35% | 31 |
|
|
2024
Q4 | $774K | Sell |
7,196
-3
| -0% | -$323 | 0.35% | 33 |
|
|
2024
Q3 | $844K | Buy |
7,199
+3
| +0% | +$352 | 0.4% | 31 |
|
|
2024
Q2 | $828K | Buy |
7,196
+72
| +1% | +$8.29K | 0.45% | 31 |
|
|
2024
Q1 | $828K | Sell |
7,124
-996
| -12% | -$116K | 0.48% | 29 |
|
|
2023
Q4 | $812K | Sell |
8,120
-15
| -0.2% | -$1.5K | 0.53% | 28 |
|
|
2023
Q3 | $956K | Buy |
8,135
+254
| +3% | +$29.9K | 0.77% | 25 |
|
|
2023
Q2 | $845K | Hold |
7,881
| – | – | 0.7% | 25 |
|
|
2023
Q1 | $864K | Sell |
7,881
-279
| -3% | -$30.6K | 0.79% | 25 |
|
|
2022
Q4 | $900K | Buy |
+8,160
| New | +$900K | 0.91% | 24 |
|