Wallace Capital Management’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 | $961K | Sell |
8,910
-726
| -8% | -$78.3K | 0.13% | 38 |
|
|
2025
Q1 | $1.15M | Buy |
9,636
+20
| +0.2% | +$2.38K | 0.15% | 38 |
|
|
2024
Q4 | $1.03M | Buy |
9,616
+14
| +0.1% | +$1.51K | 0.14% | 39 |
|
|
2024
Q3 | $1.13M | Buy |
9,602
+15
| +0.2% | +$1.76K | 0.15% | 40 |
|
|
2024
Q2 | $1.1M | Buy |
9,587
+2,430
| +34% | +$280K | 0.16% | 39 |
|
|
2024
Q1 | $832K | Buy |
7,157
+1,500
| +27% | +$174K | 0.11% | 46 |
|
|
2023
Q4 | $566K | Buy |
5,657
+372
| +7% | +$37.2K | 0.08% | 52 |
|
|
2023
Q3 | $621K | Sell |
5,285
-650
| -11% | -$76.4K | 0.1% | 51 |
|
|
2023
Q2 | $637K | Hold |
5,935
| – | – | 0.1% | 54 |
|
|
2023
Q1 | $651K | Buy |
5,935
+1,529
| +35% | +$168K | 0.11% | 44 |
|
|
2022
Q4 | $486K | Sell |
4,406
-3,450
| -44% | -$381K | 0.08% | 47 |
|
|
2022
Q3 | $686K | Buy |
7,856
+3,450
| +78% | +$301K | 0.11% | 45 |
|
|
2022
Q2 | $403K | Hold |
4,406
| – | – | 0.06% | 53 |
|
|
2022
Q1 | $381K | Buy |
4,406
+10
| +0.2% | +$865 | 0.06% | 55 |
|
|
2021
Q4 | $269K | Sell |
4,396
-5,050
| -53% | -$309K | 0.04% | 66 |
|
|
2021
Q3 | $556K | Buy |
9,446
+4,713
| +100% | +$277K | 0.08% | 51 |
|
|
2021
Q2 | $299K | Buy |
4,733
+150
| +3% | +$9.48K | 0.04% | 60 |
|
|
2021
Q1 | $261K | Buy |
+4,583
| New | +$261K | 0.03% | 63 |
|
|
2019
Q2 | – | Sell |
-3,270
| Closed | -$264K | – | 67 |
|
|
2019
Q1 | $264K | Buy |
3,270
+10
| +0.3% | +$807 | 0.04% | 56 |
|
|
2018
Q4 | $222K | Buy |
3,260
+296
| +10% | +$20.2K | 0.03% | 61 |
|
|
2018
Q3 | $252K | Buy |
2,964
+54
| +2% | +$4.59K | 0.03% | 65 |
|
|
2018
Q2 | $241K | Hold |
2,910
| – | – | 0.03% | 67 |
|
|
2018
Q1 | $217K | Buy |
+2,910
| New | +$217K | 0.03% | 66 |
|
|
2014
Q4 | – | Sell |
-2,443
| Closed | -$230K | – | 59 |
|
|
2014
Q3 | $230K | Buy |
+2,443
| New | +$230K | 0.05% | 51 |
|
|
2014
Q2 | – | Sell |
-2,069
| Closed | -$202K | – | 58 |
|
|
2014
Q1 | $202K | Hold |
2,069
| – | – | 0.04% | 56 |
|
|
2013
Q4 | $209K | Buy |
+2,069
| New | +$209K | 0.05% | 61 |
|