Union Heritage Capital’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.02M Hold
2025
Q2
$1.93M Hold
2025
Q1
$2.13M Hold
2024
Q4
$1.93M Hold
2024
Q3
$2.1M Hold
2024
Q2
$2.06M Hold
2024
Q1
$2.08M Buy
2023
Q4
$1.5M Hold
2023
Q3
$1.76M Hold
2023
Q2
$1.61M Hold
2023
Q1
$1.64M Hold
2022
Q4
$1.66M Hold
2022
Q3
$1.31M Hold
2022
Q2
$1.28M Hold
2022
Q1
$1.24M Hold
2021
Q4
$918K Hold
2021
Q3
$882K Hold
2021
Q2
$946K Buy