VHAM
Van Hulzen Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
136,267
+7,860
| +6% | +$847K | 1.23% | 23 |
|
|
2025
Q1 | $15.3M | Sell |
128,407
-28,447
| -18% | -$3.38M | 1.39% | 16 |
|
|
2024
Q4 | $16.9M | Buy |
156,854
+6,045
| +4% | +$650K | 1.23% | 22 |
|
|
2024
Q3 | $17.7M | Sell |
150,809
-25,364
| -14% | -$2.97M | 1.28% | 21 |
|
|
2024
Q2 | $20.3M | Buy |
176,173
+503
| +0.3% | +$57.9K | 1.36% | 20 |
|
|
2024
Q1 | $20.4M | Buy |
175,670
+2,322
| +1% | +$270K | 1.35% | 19 |
|
|
2023
Q4 | $17.3M | Buy |
173,348
+6,688
| +4% | +$669K | 1.22% | 24 |
|
|
2023
Q3 | $19.6M | Buy |
166,660
+1,515
| +0.9% | +$178K | 1.51% | 17 |
|
|
2023
Q2 | $17.7M | Sell |
165,145
-1,746
| -1% | -$187K | 1.51% | 18 |
|
|
2023
Q1 | $18.3M | Buy |
166,891
+28,509
| +21% | +$3.13M | 1.72% | 16 |
|
|
2022
Q4 | $15.2M | Buy |
138,382
+6,667
| +5% | +$733K | 1.76% | 12 |
|
|
2022
Q3 | $11.5M | Buy |
131,715
+19,791
| +18% | +$1.73M | 1.42% | 20 |
|
|
2022
Q2 | $9.59M | Buy |
111,924
+90,989
| +435% | +$7.79M | 1.15% | 25 |
|
|
2022
Q1 | $1.73M | Buy |
20,935
+6,786
| +48% | +$560K | 0.18% | 93 |
|
|
2021
Q4 | $866K | Sell |
14,149
-2,690
| -16% | -$165K | 0.09% | 128 |
|
|
2021
Q3 | $990K | Buy |
16,839
+84
| +0.5% | +$4.94K | 0.15% | 94 |
|
|
2021
Q2 | $1.06M | Hold |
16,755
| – | – | 0.16% | 87 |
|
|
2021
Q1 | $935K | Sell |
16,755
-9,274
| -36% | -$518K | 0.15% | 90 |
|
|
2020
Q4 | $1.07M | Sell |
26,029
-124,247
| -83% | -$5.12M | 0.16% | 89 |
|
|
2020
Q3 | $5.16M | Buy |
150,276
+21,600
| +17% | +$742K | 0.78% | 44 |
|
|
2020
Q2 | $5.75M | Sell |
128,676
-23,874
| -16% | -$1.07M | 0.86% | 36 |
|
|
2020
Q1 | $5.79M | Buy |
152,550
+26,595
| +21% | +$1.01M | 1.25% | 28 |
|
|
2019
Q4 | $8.79M | Sell |
125,955
-4,721
| -4% | -$329K | 1.7% | 13 |
|
|
2019
Q3 | $9.23M | Buy |
130,676
+3,892
| +3% | +$275K | 1.95% | 10 |
|
|
2019
Q2 | $9.72M | Buy |
126,784
+14,536
| +13% | +$1.11M | 2.12% | 6 |
|
|
2019
Q1 | $9.07M | Buy |
112,248
+25,361
| +29% | +$2.05M | 2.44% | 6 |
|
|
2018
Q4 | $5.93M | Sell |
86,887
-13,976
| -14% | -$953K | 1.72% | 12 |
|
|
2018
Q3 | $8.58M | Buy |
100,863
+2,731
| +3% | +$232K | 2.28% | 7 |
|
|
2018
Q2 | $8.12M | Buy |
98,132
+4,290
| +5% | +$355K | 2.41% | 7 |
|
|
2018
Q1 | $7M | Sell |
93,842
-3,327
| -3% | -$248K | 2.14% | 4 |
|
|
2017
Q4 | $8.13M | Buy |
97,169
+2,242
| +2% | +$188K | 2.47% | 3 |
|
|
2017
Q3 | $7.78M | Buy |
94,927
+19,905
| +27% | +$1.63M | 2.63% | 2 |
|
|
2017
Q2 | $6.06M | Buy |
75,022
+12,037
| +19% | +$972K | 2.4% | 7 |
|
|
2017
Q1 | $5.17M | Sell |
62,985
-29,974
| -32% | -$2.46M | 2.37% | 8 |
|
|
2016
Q4 | $8.39M | Buy |
92,959
+23,097
| +33% | +$2.08M | 3.89% | 2 |
|
|
2016
Q3 | $6.1M | Buy |
69,862
+983
| +1% | +$85.8K | 3.31% | 3 |
|
|
2016
Q2 | $6.46M | Sell |
68,879
-28,781
| -29% | -$2.7M | 3.67% | 3 |
|
|
2016
Q1 | $8.16M | Buy |
97,660
+7,207
| +8% | +$602K | 4.65% | 2 |
|
|
2015
Q4 | $7.05M | Sell |
90,453
-756
| -0.8% | -$58.9K | 4.39% | 2 |
|
|
2015
Q3 | $6.78M | Buy |
91,209
+39,038
| +75% | +$2.9M | 4.38% | 2 |
|
|
2015
Q2 | $4.34M | Buy |
52,171
+2,012
| +4% | +$167K | 2.34% | 6 |
|
|
2015
Q1 | $4.26M | Buy |
50,159
+2,176
| +5% | +$185K | 2.61% | 5 |
|
|
2014
Q4 | $4.44M | Buy |
47,983
+4,546
| +10% | +$420K | 3.07% | 5 |
|
|
2014
Q3 | $4.09M | Sell |
43,437
-367
| -0.8% | -$34.5K | 4.15% | 2 |
|
|
2014
Q2 | $4.41M | Buy |
43,804
+24,235
| +124% | +$2.44M | 3.79% | 3 |
|
|
2014
Q1 | $1.91M | Sell |
19,569
-1,102
| -5% | -$108K | 1.93% | 18 |
|
|
2013
Q4 | $2.09M | Buy |
+20,671
| New | +$2.09M | 1.81% | 17 |
|