PHS
Pekin Hardy Strauss’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
116,617
-1,008
| -0.9% | -$109K | 1.43% | 8 |
|
|
2025
Q1 | $14M | Sell |
117,625
-7,122
| -6% | -$847K | 1.69% | 3 |
|
|
2024
Q4 | $13.4M | Sell |
124,747
-1,807
| -1% | -$194K | 1.7% | 5 |
|
|
2024
Q3 | $14.8M | Buy |
126,554
+269
| +0.2% | +$31.5K | 1.89% | 4 |
|
|
2024
Q2 | $14.5M | Buy |
126,285
+21,001
| +20% | +$2.42M | 2% | 4 |
|
|
2024
Q1 | $12.2M | Sell |
105,284
-301
| -0.3% | -$35K | 1.67% | 5 |
|
|
2023
Q4 | $10.6M | Buy |
105,585
+500
| +0.5% | +$50K | 1.48% | 6 |
|
|
2023
Q3 | $12.4M | Sell |
105,085
-746
| -0.7% | -$87.7K | 1.95% | 4 |
|
|
2023
Q2 | $11.4M | Sell |
105,831
-1,967
| -2% | -$211K | 1.24% | 5 |
|
|
2023
Q1 | $11.8M | Sell |
107,798
-5,723
| -5% | -$628K | 1.58% | 6 |
|
|
2022
Q4 | $12.5M | Sell |
113,521
-4,438
| -4% | -$490K | 1.72% | 3 |
|
|
2022
Q3 | $10.3M | Buy |
117,959
+1,640
| +1% | +$143K | 1.64% | 8 |
|
|
2022
Q2 | $9.96M | Sell |
116,319
-9,097
| -7% | -$779K | 1.41% | 7 |
|
|
2022
Q1 | $10.4M | Sell |
125,416
-52,501
| -30% | -$4.34M | 1.29% | 12 |
|
|
2021
Q4 | $10.9M | Sell |
177,917
-51,079
| -22% | -$3.13M | 1.47% | 11 |
|
|
2021
Q3 | $13.5M | Buy |
228,996
+5,913
| +3% | +$348K | 1.92% | 5 |
|
|
2021
Q2 | $14.1M | Sell |
223,083
-11,051
| -5% | -$697K | 1.96% | 6 |
|
|
2021
Q1 | $13.1M | Buy |
234,134
+23,525
| +11% | +$1.31M | 2.06% | 5 |
|
|
2020
Q4 | $8.68M | Buy |
210,609
+60,366
| +40% | +$2.49M | 1.51% | 11 |
|
|
2020
Q3 | $5.16M | Buy |
150,243
+34,727
| +30% | +$1.19M | 1.05% | 25 |
|
|
2020
Q2 | $5.17M | Buy |
115,516
+28,616
| +33% | +$1.28M | 1.14% | 26 |
|
|
2020
Q1 | $3.3M | Sell |
86,900
-2,226
| -2% | -$84.5K | 0.74% | 36 |
|
|
2019
Q4 | $6.22M | Buy |
89,126
+990
| +1% | +$69.1K | 1.02% | 26 |
|
|
2019
Q3 | $6.22M | Sell |
88,136
-1,802
| -2% | -$127K | 1.21% | 22 |
|
|
2019
Q2 | $6.89M | Buy |
89,938
+58
| +0.1% | +$4.45K | 1.36% | 17 |
|
|
2019
Q1 | $7.26M | Sell |
89,880
-323
| -0.4% | -$26.1K | 0.57% | 17 |
|
|
2018
Q4 | $6.15M | Buy |
90,203
+2,502
| +3% | +$171K | 1.07% | 18 |
|
|
2018
Q3 | $7.46M | Sell |
87,701
-1,042
| -1% | -$88.6K | 1.29% | 18 |
|
|
2018
Q2 | $7.34M | Sell |
88,743
-209
| -0.2% | -$17.3K | 1.39% | 20 |
|
|
2018
Q1 | $6.64M | Sell |
88,952
-2,109
| -2% | -$157K | 1.21% | 27 |
|
|
2017
Q4 | $7.62M | Buy |
91,061
+380
| +0.4% | +$31.8K | 1.39% | 22 |
|
|
2017
Q3 | $7.43M | Sell |
90,681
-534
| -0.6% | -$43.8K | 1.39% | 18 |
|
|
2017
Q2 | $7.36M | Sell |
91,215
-1,246
| -1% | -$101K | 1.16% | 16 |
|
|
2017
Q1 | $7.58M | Sell |
92,461
-1,142
| -1% | -$93.7K | 1.48% | 15 |
|
|
2016
Q4 | $8.45M | Buy |
93,603
+1,793
| +2% | +$162K | 0.75% | 13 |
|
|
2016
Q3 | $8.01M | Sell |
91,810
-885
| -1% | -$77.2K | 1.37% | 18 |
|
|
2016
Q2 | $8.69M | Buy |
92,695
+16
| +0% | +$1.5K | 1.91% | 15 |
|
|
2016
Q1 | $7.75M | Sell |
92,679
-2,520
| -3% | -$211K | 1.8% | 13 |
|
|
2015
Q4 | $7.42M | Buy |
95,199
+5,835
| +7% | +$455K | 1.69% | 20 |
|
|
2015
Q3 | $6.64M | Sell |
89,364
-1,833
| -2% | -$136K | 1.52% | 23 |
|
|
2015
Q2 | $7.59M | Buy |
91,197
+185
| +0.2% | +$15.4K | 1.47% | 24 |
|
|
2015
Q1 | $7.74M | Sell |
91,012
-8,587
| -9% | -$730K | 1.44% | 25 |
|
|
2014
Q4 | $9.21M | Buy |
99,599
+8,977
| +10% | +$830K | 1.35% | 19 |
|
|
2014
Q3 | $8.52M | Buy |
90,622
+125
| +0.1% | +$11.8K | 1.45% | 22 |
|
|
2014
Q2 | $9.11M | Buy |
90,497
+736
| +0.8% | +$74.1K | 1.43% | 23 |
|
|
2014
Q1 | $8.77M | Sell |
89,761
-1,000
| -1% | -$97.7K | 1.43% | 22 |
|
|
2013
Q4 | $9.19M | Buy |
90,761
+415
| +0.5% | +$42K | 1.43% | 23 |
|
|
2013
Q3 | $7.77M | Sell |
90,346
-2,334
| -3% | -$201K | 1.23% | 23 |
|
|
2013
Q2 | $8.37M | Buy |
+92,680
| New | +$8.37M | 1.42% | 20 |
|