PHIC
Pine Haven Investment Counsel’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Hold |
20,024
| – | – | 1.7% | 13 |
|
|
2025
Q1 | $2.38M | Sell |
20,024
-256
| -1% | -$30.4K | 2% | 11 |
|
|
2024
Q4 | $2.18M | Sell |
20,280
-329
| -2% | -$35.4K | 1.79% | 13 |
|
|
2024
Q3 | $2.42M | Sell |
20,609
-375
| -2% | -$44K | 1.96% | 11 |
|
|
2024
Q2 | $2.42M | Sell |
20,984
-77
| -0.4% | -$8.86K | 2.08% | 10 |
|
|
2024
Q1 | $2.45M | Hold |
21,061
| – | – | 2.15% | 10 |
|
|
2023
Q4 | $2.11M | Hold |
21,061
| – | – | 1.97% | 11 |
|
|
2023
Q3 | $2.48M | Sell |
21,061
-50
| -0.2% | -$5.88K | 2.57% | 7 |
|
|
2023
Q2 | $2.26M | Sell |
21,111
-450
| -2% | -$48.3K | 2.26% | 9 |
|
|
2023
Q1 | $2.36M | Sell |
21,561
-605
| -3% | -$66.3K | 2.48% | 7 |
|
|
2022
Q4 | $2.44M | Sell |
22,166
-147
| -0.7% | -$16.2K | 2.69% | 9 |
|
|
2022
Q3 | $1.95M | Sell |
22,313
-835
| -4% | -$72.9K | 2.38% | 9 |
|
|
2022
Q2 | $1.98M | Sell |
23,148
-231
| -1% | -$19.8K | 2.32% | 9 |
|
|
2022
Q1 | $1.93M | Sell |
23,379
-3,270
| -12% | -$270K | 1.89% | 11 |
|
|
2021
Q4 | $1.63M | Buy |
+26,649
| New | +$1.63M | 1.52% | 14 |
|