Waverton Investment 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 | $1.82M | Sell |
16,863
-2,975
| -15% | -$321K | 0.03% | 62 |
|
|
2025
Q1 | $2.36M | Hold |
19,838
| – | – | 0.04% | 58 |
|
|
2024
Q4 | $2.14M | Buy |
19,838
+15
| +0.1% | +$1.62K | 0.03% | 60 |
|
|
2024
Q3 | $2.32M | Hold |
19,823
| – | – | 0.04% | 57 |
|
|
2024
Q2 | $2.28M | Buy |
19,823
+18
| +0.1% | +$2.07K | 0.04% | 58 |
|
|
2024
Q1 | $2.3M | Buy |
19,805
+85
| +0.4% | +$9.88K | 0.05% | 59 |
|
|
2023
Q4 | $1.97M | Sell |
19,720
-670
| -3% | -$67K | 0.05% | 60 |
|
|
2023
Q3 | $2.4M | Sell |
20,390
-273
| -1% | -$32.1K | 0.07% | 58 |
|
|
2023
Q2 | $2.22M | Sell |
20,663
-1,277
| -6% | -$137K | 0.06% | 60 |
|
|
2023
Q1 | $2.41M | Hold |
21,940
| – | – | 0.07% | 67 |
|
|
2022
Q4 | $2.42M | Sell |
21,940
-400
| -2% | -$44.1K | 0.09% | 67 |
|
|
2022
Q3 | $1.95M | Sell |
22,340
-6,700
| -23% | -$585K | 0.08% | 69 |
|
|
2022
Q2 | $2.49M | Sell |
29,040
-2,100
| -7% | -$180K | 0.1% | 64 |
|
|
2022
Q1 | $2.57M | Sell |
31,140
-750
| -2% | -$61.9K | 0.09% | 59 |
|
|
2021
Q4 | $1.95M | Sell |
31,890
-2,950
| -8% | -$180K | 0.06% | 60 |
|
|
2021
Q3 | $2.05M | Sell |
34,840
-800
| -2% | -$47K | 0.08% | 43 |
|
|
2021
Q2 | $2.25M | Sell |
35,640
-2,323
| -6% | -$147K | 0.09% | 43 |
|
|
2021
Q1 | $2.12M | Sell |
37,963
-1,500
| -4% | -$83.7K | 0.09% | 46 |
|
|
2020
Q4 | $1.63M | Buy |
39,463
+3,843
| +11% | +$158K | 0.08% | 49 |
|
|
2020
Q3 | $1.22M | Sell |
35,620
-1,050
| -3% | -$36K | 0.06% | 47 |
|
|
2020
Q2 | $1.64M | Sell |
36,670
-1,300
| -3% | -$58.1K | 0.09% | 44 |
|
|
2020
Q1 | $1.44M | Sell |
37,970
-3,300
| -8% | -$125K | 0.09% | 42 |
|
|
2019
Q4 | $2.88M | Sell |
41,270
-44,868
| -52% | -$3.13M | 0.15% | 40 |
|
|
2019
Q3 | $6.08M | Sell |
86,138
-7,125
| -8% | -$503K | 0.31% | 30 |
|
|
2019
Q2 | $7.15M | Buy |
93,263
+342
| +0.4% | +$26.2K | 0.36% | 24 |
|
|
2019
Q1 | $7.51M | Buy |
92,921
+94
| +0.1% | +$7.6K | 0.39% | 27 |
|
|
2018
Q4 | $6.33M | Sell |
92,827
-668
| -0.7% | -$45.6K | 0.38% | 28 |
|
|
2018
Q3 | $7.95M | Sell |
93,495
-1,147
| -1% | -$97.5K | 0.39% | 26 |
|
|
2018
Q2 | $7.83M | Sell |
94,642
-17,565
| -16% | -$1.45M | 0.46% | 25 |
|
|
2018
Q1 | $8.37M | Sell |
112,207
-913
| -0.8% | -$68.1K | 0.49% | 26 |
|
|
2017
Q4 | $9.46M | Buy |
113,120
+20,648
| +22% | +$1.73M | 0.55% | 25 |
|
|
2017
Q3 | $7.58M | Sell |
92,472
-2,146
| -2% | -$176K | 0.47% | 28 |
|
|
2017
Q2 | $7.64M | Buy |
94,618
+2,552
| +3% | +$206K | 0.5% | 31 |
|
|
2017
Q1 | $7.55M | Buy |
92,066
+3,740
| +4% | +$307K | 0.48% | 33 |
|
|
2016
Q4 | $7.97M | Buy |
88,326
+20,026
| +29% | +$1.81M | 0.52% | 37 |
|
|
2016
Q3 | $5.96M | Buy |
68,300
+800
| +1% | +$69.8K | 0.4% | 50 |
|
|
2016
Q2 | $6.33M | Sell |
67,500
-14,589
| -18% | -$1.37M | 0.47% | 37 |
|
|
2016
Q1 | $6.86M | Sell |
82,089
-872
| -1% | -$72.9K | 0.52% | 33 |
|
|
2015
Q4 | $6.47M | Sell |
82,961
-2,300
| -3% | -$179K | 0.49% | 37 |
|
|
2015
Q3 | $6.34M | Sell |
85,261
-300
| -0.4% | -$22.3K | 0.51% | 39 |
|
|
2015
Q2 | $7.12M | Buy |
85,561
+300
| +0.4% | +$25K | 0.53% | 39 |
|
|
2015
Q1 | $7.25M | Hold |
85,261
| – | – | 0.52% | 41 |
|
|
2014
Q4 | $7.88M | Sell |
85,261
-1,990
| -2% | -$184K | 0.54% | 38 |
|
|
2014
Q3 | $8.21M | Buy |
87,251
+1,090
| +1% | +$103K | 0.56% | 40 |
|
|
2014
Q2 | $8.68M | Sell |
86,161
-415,630
| -83% | -$41.8M | 0.57% | 41 |
|
|
2014
Q1 | $49M | Buy |
501,791
+2,665
| +0.5% | +$260K | 2.33% | 11 |
|
|
2013
Q4 | $50.5M | Buy |
499,126
+164,800
| +49% | +$16.7M | 2.58% | 9 |
|
|
2013
Q3 | $28.8M | Buy |
334,326
+251,130
| +302% | +$21.6M | 1.69% | 18 |
|
|
2013
Q2 | $7.52M | Buy |
+83,196
| New | +$7.52M | 0.66% | 36 |
|