Oak Harvest Investment Services’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 | $2.95M | Sell |
27,366
-1,097
| -4% | -$118K | 0.37% | 82 |
|
|
2025
Q1 | $3.39M | Sell |
28,463
-5,714
| -17% | -$680K | 0.47% | 69 |
|
|
2024
Q4 | $3.68M | Buy |
34,177
+2,501
| +8% | +$269K | 0.51% | 62 |
|
|
2024
Q3 | $3.71M | Sell |
31,676
-1,093
| -3% | -$128K | 0.53% | 59 |
|
|
2024
Q2 | $3.77M | Buy |
32,769
+6,559
| +25% | +$755K | 0.59% | 51 |
|
|
2024
Q1 | $3.05M | Sell |
26,210
-660
| -2% | -$76.7K | 0.5% | 58 |
|
|
2023
Q4 | $2.69M | Sell |
26,870
-4,244
| -14% | -$424K | 0.54% | 53 |
|
|
2023
Q3 | $3.66M | Sell |
31,114
-1,804
| -5% | -$212K | 0.77% | 44 |
|
|
2023
Q2 | $3.53M | Buy |
32,918
+949
| +3% | +$102K | 0.79% | 48 |
|
|
2023
Q1 | $3.51M | Buy |
31,969
+455
| +1% | +$49.9K | 0.81% | 45 |
|
|
2022
Q4 | $3.48M | Buy |
31,514
+3,267
| +12% | +$360K | 0.9% | 42 |
|
|
2022
Q3 | $2.47M | Buy |
28,247
+687
| +2% | +$60K | 0.66% | 49 |
|
|
2022
Q2 | $2.36M | Sell |
27,560
-3,578
| -11% | -$306K | 0.64% | 49 |
|
|
2022
Q1 | $2.57M | Sell |
31,138
-1,788
| -5% | -$148K | 0.64% | 51 |
|
|
2021
Q4 | $2.02M | Sell |
32,926
-5,045
| -13% | -$309K | 0.5% | 52 |
|
|
2021
Q3 | $2.23M | Buy |
37,971
+4,424
| +13% | +$260K | 0.65% | 51 |
|
|
2021
Q2 | $2.12M | Buy |
33,547
+7,322
| +28% | +$462K | 0.7% | 54 |
|
|
2021
Q1 | $1.46M | Sell |
26,225
-1,392
| -5% | -$77.7K | 0.56% | 57 |
|
|
2020
Q4 | $1.14M | Buy |
+27,617
| New | +$1.14M | 0.49% | 51 |
|