Union Heritage Capital’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 | $1.93M | Hold |
17,930
| – | – | 0.67% | 43 |
|
|
2025
Q1 | $2.13M | Hold |
17,930
| – | – | 0.79% | 41 |
|
|
2024
Q4 | $1.93M | Hold |
17,930
| – | – | 0.71% | 44 |
|
|
2024
Q3 | $2.1M | Hold |
17,930
| – | – | 0.78% | 42 |
|
|
2024
Q2 | $2.06M | Hold |
17,930
| – | – | 0.81% | 40 |
|
|
2024
Q1 | $2.08M | Buy |
17,930
+2,930
| +20% | +$341K | 0.83% | 41 |
|
|
2023
Q4 | $1.5M | Hold |
15,000
| – | – | 0.78% | 40 |
|
|
2023
Q3 | $1.76M | Hold |
15,000
| – | – | 1% | 37 |
|
|
2023
Q2 | $1.61M | Hold |
15,000
| – | – | 0.87% | 39 |
|
|
2023
Q1 | $1.64M | Hold |
15,000
| – | – | 1% | 36 |
|
|
2022
Q4 | $1.66M | Hold |
15,000
| – | – | 1.01% | 38 |
|
|
2022
Q3 | $1.31M | Hold |
15,000
| – | – | 0.87% | 43 |
|
|
2022
Q2 | $1.29M | Hold |
15,000
| – | – | 0.83% | 42 |
|
|
2022
Q1 | $1.24M | Hold |
15,000
| – | – | 0.69% | 46 |
|
|
2021
Q4 | $918K | Hold |
15,000
| – | – | 0.43% | 53 |
|
|
2021
Q3 | $882K | Hold |
15,000
| – | – | 0.41% | 54 |
|
|
2021
Q2 | $946K | Buy |
+15,000
| New | +$946K | 0.44% | 53 |
|