HWG Holdings’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 | $266K | Sell |
2,469
-368
| -13% | -$39.7K | 0.08% | 46 |
|
|
2025
Q1 | $337K | Hold |
2,837
| – | – | 0.15% | 31 |
|
|
2024
Q4 | $305K | Sell |
2,837
-49
| -2% | -$5.27K | 0.1% | 43 |
|
|
2024
Q3 | $338K | Sell |
2,886
-8
| -0.3% | -$938 | 0.12% | 44 |
|
|
2024
Q2 | $333K | Buy |
+2,894
| New | +$333K | 0.12% | 31 |
|
|
2023
Q4 | $290K | Sell |
2,904
-42,328
| -94% | -$4.23M | 0.13% | 42 |
|
|
2023
Q3 | $5.32M | Buy |
45,232
+25,171
| +125% | +$2.96M | 2.89% | 5 |
|
|
2023
Q2 | $2.15M | Sell |
20,061
-1,995
| -9% | -$214K | 0.99% | 22 |
|
|
2023
Q1 | $2.42M | Sell |
22,056
-1,922
| -8% | -$211K | 1.38% | 14 |
|
|
2022
Q4 | $2.65M | Buy |
23,978
+8,735
| +57% | +$964K | 1.71% | 9 |
|
|
2022
Q3 | $1.33M | Buy |
+15,243
| New | +$1.33M | 0.95% | 16 |
|
|
2022
Q1 | $2.56M | Buy |
30,956
+5,766
| +23% | +$476K | 1.27% | 12 |
|
|
2021
Q4 | $1.54M | Buy |
+25,190
| New | +$1.54M | 0.67% | 36 |
|
|
2021
Q2 | $1.83M | Sell |
28,977
-18,145
| -39% | -$1.14M | 0.79% | 27 |
|
|
2021
Q1 | $2.63M | Buy |
+47,122
| New | +$2.63M | 1.31% | 15 |
|
|
2020
Q4 | – | Sell |
-355
| Closed | -$12K | – | 111 |
|
|
2020
Q3 | $12K | Buy |
355
+9
| +3% | +$304 | 0.01% | 74 |
|
|
2020
Q2 | $15K | Buy |
+346
| New | +$15K | 0.01% | 76 |
|
|
2019
Q4 | $79K | Sell |
1,127
-55
| -5% | -$3.86K | 0.06% | 74 |
|
|
2019
Q3 | $83K | Buy |
1,182
+74
| +7% | +$5.2K | 0.08% | 75 |
|
|
2019
Q2 | $85K | Sell |
1,108
-50
| -4% | -$3.84K | 0.08% | 78 |
|
|
2019
Q1 | $94K | Sell |
1,158
-241
| -17% | -$19.6K | 0.09% | 45 |
|
|
2018
Q4 | $95K | Buy |
1,399
+8
| +0.6% | +$543 | 0.2% | 23 |
|
|
2018
Q3 | $118K | Sell |
1,391
-301
| -18% | -$25.5K | 0.08% | 54 |
|
|
2018
Q2 | $140K | Sell |
1,692
-596
| -26% | -$49.3K | 0.12% | 57 |
|
|
2018
Q1 | $171K | Buy |
2,288
+8
| +0.4% | +$598 | 0.16% | 45 |
|
|
2017
Q4 | $191K | Sell |
2,280
-299
| -12% | -$25K | 0.16% | 53 |
|
|
2017
Q3 | $211K | Buy |
2,579
+130
| +5% | +$10.6K | 0.17% | 34 |
|
|
2017
Q2 | $198K | Buy |
+2,449
| New | +$198K | 0.15% | 25 |
|
|
2016
Q3 | – | Sell |
-49,876
| Closed | -$4.68M | – | 46 |
|
|
2016
Q2 | $4.68M | Buy |
49,876
+41,426
| +490% | +$3.88M | 4.34% | 9 |
|
|
2016
Q1 | $706K | Buy |
+8,450
| New | +$706K | 0.63% | 30 |
|