WA
Waverly Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9M | Sell |
240,147
-9,747
| -4% | -$1.05M | 0.28% | 76 |
|
|
2025
Q1 | $29.7M | Buy |
249,894
+25,812
| +12% | +$3.07M | 0.36% | 62 |
|
|
2024
Q4 | $24.1M | Buy |
224,082
+58,544
| +35% | +$6.3M | 0.37% | 59 |
|
|
2024
Q3 | $19.4M | Sell |
165,538
-1,727
| -1% | -$202K | 0.36% | 52 |
|
|
2024
Q2 | $19.3M | Buy |
167,265
+68,550
| +69% | +$7.89M | 0.38% | 50 |
|
|
2024
Q1 | $11.5M | Buy |
98,715
+32,774
| +50% | +$3.81M | 0.27% | 74 |
|
|
2023
Q4 | $6.59M | Buy |
65,941
+9,575
| +17% | +$957K | 0.25% | 66 |
|
|
2023
Q3 | $6.63M | Buy |
56,366
+4,438
| +9% | +$522K | 0.29% | 67 |
|
|
2023
Q2 | $5.57M | Buy |
51,928
+5,264
| +11% | +$565K | 0.24% | 72 |
|
|
2023
Q1 | $5.12M | Buy |
46,664
+12,589
| +37% | +$1.38M | 0.27% | 59 |
|
|
2022
Q4 | $3.76M | Buy |
34,075
+10,867
| +47% | +$1.2M | 0.21% | 69 |
|
|
2022
Q3 | $2.03M | Buy |
23,208
+9,896
| +74% | +$864K | 0.14% | 73 |
|
|
2022
Q2 | $1.14M | Buy |
13,312
+309
| +2% | +$26.5K | 0.1% | 76 |
|
|
2022
Q1 | $1.07M | Sell |
13,003
-386
| -3% | -$31.9K | 0.09% | 74 |
|
|
2021
Q4 | $1.07M | Buy |
13,389
+560
| +4% | +$44.9K | 0.09% | 76 |
|
|
2021
Q3 | $825K | Buy |
12,829
+1,391
| +12% | +$89.5K | 0.07% | 91 |
|
|
2021
Q2 | $649K | Buy |
11,438
+975
| +9% | +$55.3K | 0.06% | 96 |
|
|
2021
Q1 | $616K | Sell |
10,463
-1,023
| -9% | -$60.2K | 0.06% | 92 |
|
|
2020
Q4 | $572K | Sell |
11,486
-53
| -0.5% | -$2.64K | 0.06% | 90 |
|
|
2020
Q3 | $376K | Buy |
11,539
+1,646
| +17% | +$53.6K | 0.05% | 102 |
|
|
2020
Q2 | $426K | Buy |
9,893
+75
| +0.8% | +$3.23K | 0.06% | 94 |
|
|
2020
Q1 | $373K | Buy |
9,818
+77
| +0.8% | +$2.93K | 0.06% | 93 |
|
|
2019
Q4 | $603K | Sell |
9,741
-52
| -0.5% | -$3.22K | 0.08% | 77 |
|
|
2019
Q3 | $692K | Buy |
9,793
+604
| +7% | +$42.7K | 0.1% | 70 |
|
|
2019
Q2 | $704K | Buy |
9,189
+200
| +2% | +$15.3K | 0.1% | 66 |
|
|
2019
Q1 | $726K | Hold |
8,989
| – | – | 0.11% | 60 |
|
|
2018
Q4 | $613K | Sell |
8,989
-15,838
| -64% | -$1.08M | 0.11% | 63 |
|
|
2018
Q3 | $2.11M | Sell |
24,827
-50
| -0.2% | -$4.25K | 0.31% | 36 |
|
|
2018
Q2 | $2.06M | Buy |
24,877
+831
| +3% | +$68.7K | 0.32% | 36 |
|
|
2018
Q1 | $1.79M | Sell |
24,046
-10,415
| -30% | -$777K | 0.29% | 41 |
|
|
2017
Q4 | $2.88M | Buy |
34,461
+6,024
| +21% | +$504K | 0.41% | 30 |
|
|
2017
Q3 | $2.33M | Sell |
28,437
-755
| -3% | -$61.9K | 0.51% | 27 |
|
|
2017
Q2 | $2.36M | Sell |
29,192
-206
| -0.7% | -$16.6K | 0.59% | 23 |
|
|
2017
Q1 | $2.41M | Buy |
29,398
+19,428
| +195% | +$1.59M | 0.64% | 22 |
|
|
2016
Q4 | $900K | Buy |
9,970
+1,220
| +14% | +$110K | 0.33% | 38 |
|
|
2016
Q3 | $764K | Buy |
8,750
+5
| +0.1% | +$437 | 0.32% | 37 |
|
|
2016
Q2 | $820K | Sell |
8,745
-519
| -6% | -$48.7K | 0.37% | 33 |
|
|
2016
Q1 | $774K | Sell |
9,264
-131
| -1% | -$10.9K | 0.47% | 30 |
|
|
2015
Q4 | $732K | Buy |
9,395
+1,791
| +24% | +$140K | 0.32% | 35 |
|
|
2015
Q3 | $565K | Sell |
7,604
-1,116
| -13% | -$82.9K | 0.39% | 32 |
|
|
2015
Q2 | $726K | Buy |
8,720
+104
| +1% | +$8.66K | 0.45% | 22 |
|
|
2015
Q1 | $732K | Buy |
8,616
+4
| +0% | +$340 | 0.37% | 24 |
|
|
2014
Q4 | $796K | Sell |
8,612
-6,977
| -45% | -$645K | 0.4% | 24 |
|
|
2014
Q3 | $1.47M | Sell |
15,589
-6,439
| -29% | -$606K | 0.79% | 17 |
|
|
2014
Q2 | $2.22M | Buy |
22,028
+624
| +3% | +$62.8K | 0.92% | 11 |
|
|
2014
Q1 | $2.09M | Buy |
21,404
+4,274
| +25% | +$418K | 0.95% | 12 |
|
|
2013
Q4 | $1.73M | Buy |
17,130
+3,608
| +27% | +$365K | 0.61% | 17 |
|
|
2013
Q3 | $1.16M | Sell |
13,522
-123
| -0.9% | -$10.6K | 0.59% | 13 |
|
|
2013
Q2 | $1.23M | Buy |
+13,645
| New | +$1.23M | 0.71% | 13 |
|