SRH 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 | $139K | Hold |
1,293
| – | – | 0.04% | 75 |
|
|
2025
Q1 | $154K | Hold |
1,293
| – | – | 0.05% | 66 |
|
|
2024
Q4 | $139K | Hold |
1,293
| – | – | 0.04% | 76 |
|
|
2024
Q3 | $152K | Hold |
1,293
| – | – | 0.05% | 72 |
|
|
2024
Q2 | $149K | Hold |
1,293
| – | – | 0.05% | 69 |
|
|
2024
Q1 | $150K | Hold |
1,293
| – | – | 0.05% | 72 |
|
|
2023
Q4 | $129K | Hold |
1,293
| – | – | 0.05% | 78 |
|
|
2023
Q3 | $152K | Hold |
1,293
| – | – | 0.07% | 65 |
|
|
2023
Q2 | $142K | Hold |
1,293
| – | – | 0.08% | 72 |
|
|
2023
Q1 | $142K | Hold |
1,293
| – | – | 0.08% | 72 |
|
|
2022
Q4 | $143K | Sell |
1,293
-167
| -11% | -$18.5K | 0.08% | 67 |
|
|
2022
Q3 | $127K | Hold |
1,460
| – | – | 0.17% | 73 |
|
|
2022
Q2 | $125K | Sell |
1,460
-1,000
| -41% | -$85.6K | 0.15% | 73 |
|
|
2022
Q1 | $203K | Hold |
2,460
| – | – | 0.23% | 61 |
|
|
2021
Q4 | $151K | Hold |
2,460
| – | – | 0.17% | 74 |
|
|
2021
Q3 | $145K | Sell |
2,460
-166
| -6% | -$9.79K | 0.18% | 71 |
|
|
2021
Q2 | $166K | Hold |
2,626
| – | – | 0.21% | 62 |
|
|
2021
Q1 | $147K | Hold |
2,626
| – | – | 0.21% | 58 |
|
|
2020
Q4 | $108K | Sell |
2,626
-550
| -17% | -$22.6K | 0.18% | 66 |
|
|
2020
Q3 | $109K | Sell |
3,176
-218
| -6% | -$7.48K | 0.21% | 62 |
|
|
2020
Q2 | $152K | Sell |
3,394
-300
| -8% | -$13.4K | 0.38% | 47 |
|
|
2020
Q1 | $140K | Buy |
3,694
+1,000
| +37% | +$37.9K | 0.39% | 47 |
|
|
2019
Q4 | $188K | Hold |
2,694
| – | – | 0.6% | 38 |
|
|
2019
Q3 | $190K | Hold |
2,694
| – | – | 0.64% | 39 |
|
|
2019
Q2 | $206K | Hold |
2,694
| – | – | 0.7% | 34 |
|
|
2019
Q1 | $218K | Hold |
2,694
| – | – | 0.77% | 30 |
|
|
2018
Q4 | $184K | Sell |
2,694
-167
| -6% | -$11.4K | 0.7% | 31 |
|
|
2018
Q3 | $243K | Hold |
2,861
| – | – | 0.83% | 28 |
|
|
2018
Q2 | $237K | Hold |
2,861
| – | – | 0.89% | 24 |
|
|
2018
Q1 | $213K | Hold |
2,861
| – | – | 0.84% | 28 |
|
|
2017
Q4 | $239K | Hold |
2,861
| – | – | 0.94% | 23 |
|
|
2017
Q3 | $235K | Buy |
2,861
+200
| +8% | +$16.4K | 1% | 23 |
|
|
2017
Q2 | $215K | Buy |
2,661
+100
| +4% | +$8.08K | 1.02% | 24 |
|
|
2017
Q1 | $210K | Hold |
2,561
| – | – | 0.98% | 24 |
|
|
2016
Q4 | $231K | Hold |
2,561
| – | – | 1.15% | 21 |
|
|
2016
Q3 | $224K | Hold |
2,561
| – | – | 1.17% | 22 |
|
|
2016
Q2 | $240K | Hold |
2,561
| – | – | 1.28% | 19 |
|
|
2016
Q1 | $214K | Hold |
2,561
| – | – | 1.18% | 22 |
|
|
2015
Q4 | $200K | Hold |
2,561
| – | – | 1.18% | 22 |
|
|
2015
Q3 | $190K | Buy |
2,561
+300
| +13% | +$22.3K | 1.11% | 21 |
|
|
2015
Q2 | $188K | Buy |
2,261
+500
| +28% | +$41.6K | 1.19% | 18 |
|
|
2015
Q1 | $150K | Buy |
1,761
+700
| +66% | +$59.6K | 0.99% | 25 |
|
|
2014
Q4 | $98K | Sell |
1,061
-200
| -16% | -$18.5K | 0.67% | 35 |
|
|
2014
Q3 | $119K | Hold |
1,261
| – | – | 0.92% | 26 |
|
|
2014
Q2 | $127K | Hold |
1,261
| – | – | 1% | 24 |
|
|
2014
Q1 | $123K | Buy |
1,261
+750
| +147% | +$73.2K | 0.98% | 25 |
|
|
2013
Q4 | $52K | Buy |
+511
| New | +$52K | 0.51% | 40 |
|