Tradewinds Capital Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.85M Buy
13,561
+16
+0.1% +$2.4K 0.33% 35
2026
Q1
$2.3M Buy
13,545
+26
+0.2% +$3.79K 0.46% 28
2025
Q4
$1.63M Sell
13,519
-236
-2% -$27.4K 0.34% 29
2025
Q3
$1.55M Buy
13,755
+227
+2% +$25.2K 0.35% 34
2025
Q2
$1.46M Sell
13,528
-1,498
-10% -$160K 0.37% 33
2025
Q1
$1.79M Buy
15,026
+47
+0.3% +$5.2K 0.48% 26
2024
Q4
$1.61M Buy
14,979
+12,709
+560% +$1.49M 0.43% 29
2024
Q3
$266K Sell
2,270
-109
-5% -$12.6K 0.07% 75
2024
Q2
$274K Buy
2,379
+148
+7% +$17.2K 0.08% 67
2024
Q1
$259K Buy
2,231
+1,497
+204% +$157K 0.07% 66
2023
Q4
$73.3K Buy
734
+25
+4% +$2.63K 0.03% 100
2023
Q3
$83.4K Buy
709
+4
+0.6% +$439 0.03% 86
2023
Q2
$75.6K Buy
705
+4
+0.6% +$436 0.02% 100
2023
Q1
$76.9K Buy
701
+104
+17% +$11.5K 0.02% 94
2022
Q4
$65.9K Buy
597
+4
+0.7% +$429 0.03% 86
2022
Q3
$52K Sell
593
-96
-14% -$8.77K 0.02% 105
2022
Q2
$59K Sell
689
-9,486
-93% -$856K 0.02% 97
2022
Q1
$840K Buy
10,175
+1,972
+24% +$153K 0.14% 53
2021
Q4
$502K Sell
8,203
-533
-6% -$33.3K 0.08% 76
2021
Q3
$514K Buy
8,736
+830
+10% +$47.3K 0.09% 66
2021
Q2
$499K Buy
7,906
+162
+2% +$9.67K 0.09% 65
2021
Q1
$432K Sell
7,744
-209
-3% -$11K 0.09% 66
2020
Q4
$328K Buy
7,953
+441
+6% +$16.5K 0.07% 77
2020
Q3
$258K Buy
7,512
+2,230
+42% +$91.2K 0.06% 82
2020
Q2
$236K Buy
5,282
+31
+0.6% +$1.39K 0.06% 85
2020
Q1
$199K Buy
5,251
+933
+22% +$51.5K 0.06% 84
2019
Q4
$301K Buy
4,318
+555
+15% +$38.4K 0.09% 77
2019
Q3
$266K Buy
3,763
+97
+3% +$7.01K 0.11% 69
2019
Q2
$281K Buy
3,666
+1,102
+43% +$85.3K 0.11% 68
2019
Q1
$207K Sell
2,564
-773
-23% -$58.9K 0.08% 103
2018
Q4
$228K Buy
3,337
+2
+0.1% +$157 0.11% 87
2018
Q3
$284K Buy
3,335
+702
+27% +$57.4K 0.11% 75
2018
Q2
$218K Buy
2,633
+306
+13% +$24.4K 0.09% 100
2018
Q1
$174K Buy
2,327
+8
+0.3% +$639 0.08% 111
2017
Q4
$194K Hold
2,319
0.09% 106
2017
Q3
$190K Sell
2,319
-515
-18% -$40.9K 0.1% 102
2017
Q2
$229K Sell
2,834
-1,383
-33% -$113K 0.12% 94
2017
Q1
$346K Sell
4,217
-485
-10% -$40.5K 0.22% 68
2016
Q4
$424K Sell
4,702
-420
-8% -$36.7K 0.28% 59
2016
Q3
$447K Buy
5,122
+1,533
+43% +$136K 0.31% 55
2016
Q2
$336K Buy
3,589
+1,193
+50% +$105K 0.24% 72
2016
Q1
$200K Sell
2,396
-147
-6% -$11.8K 0.14% 105
2015
Q4
$198K Sell
2,543
-169
-6% -$13.5K 0.14% 101
2015
Q3
$202K Buy
2,712
+51
+2% +$3.93K 0.16% 100
2015
Q2
$221K Hold
2,661
0.16% 100
2015
Q1
$226K Sell
2,661
-160
-6% -$14.2K 0.17% 100
2014
Q4
$261K Buy
2,821
+75
+3% +$6.99K 0.19% 89
2014
Q3
$258K Buy
2,746
+316
+13% +$31.5K 0.2% 88
2014
Q2
$245K Hold
2,430
0.19% 98
2014
Q1
$237K Sell
2,430
-123
-5% -$11.7K 0.19% 102
2013
Q4
$258K Buy
+2,553
New +$236K 0.21% 84

Other funds holding XOM

Tradewinds Capital Management's XOM Position: Q2 2026 in Review

Tradewinds Capital Management increased its ExxonMobil (XOM) stake by 0.12% in Q2 2026, buying an estimated $2.4K and bringing the position to 13,561 shares worth $1.85M. The position accounts for 0.33% of the portfolio, ranked #35.

Tradewinds Capital Management first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.3M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Tradewinds Capital Management held 13,561 shares of ExxonMobil worth $1.85M as of Q2 2026.
  • Tradewinds Capital Management bought 16 ExxonMobil shares in Q2 2026, an estimated $2.4K.
  • ExxonMobil made up 0.33% of Tradewinds Capital Management's portfolio in Q2 2026, its #35 holding.
  • Tradewinds Capital Management first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
  • Tradewinds Capital Management's ExxonMobil position peaked at $2.3M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.