WA
WBH Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Sell |
7,494
-2,577
| -26% | -$278K | 0.07% | 182 |
|
|
2025
Q1 | $1.2M | Sell |
10,071
-2,028
| -17% | -$241K | 0.11% | 131 |
|
|
2024
Q4 | $1.3M | Buy |
12,099
+3,857
| +47% | +$415K | 0.12% | 126 |
|
|
2024
Q3 | $966K | Buy |
8,242
+549
| +7% | +$64.4K | 0.09% | 156 |
|
|
2024
Q2 | $886K | Buy |
7,693
+314
| +4% | +$36.1K | 0.09% | 158 |
|
|
2024
Q1 | $858K | Sell |
7,379
-78
| -1% | -$9.07K | 0.09% | 165 |
|
|
2023
Q4 | $746K | Sell |
7,457
-399
| -5% | -$39.9K | 0.08% | 175 |
|
|
2023
Q3 | $924K | Sell |
7,856
-969
| -11% | -$114K | 0.11% | 143 |
|
|
2023
Q2 | $946K | Sell |
8,825
-646
| -7% | -$69.3K | 0.11% | 146 |
|
|
2023
Q1 | $1.04M | Buy |
+9,471
| New | +$1.04M | 0.13% | 147 |
|
|
2022
Q3 | $809K | Buy |
9,263
+558
| +6% | +$48.7K | 0.12% | 155 |
|
|
2022
Q2 | $745K | Buy |
8,705
+1
| +0% | +$86 | 0.1% | 167 |
|
|
2022
Q1 | $759K | Sell |
8,704
-716
| -8% | -$62.4K | 0.09% | 174 |
|
|
2021
Q4 | $576K | Buy |
9,420
+1
| +0% | +$61 | 0.07% | 207 |
|
|
2021
Q3 | $554K | Buy |
9,419
+8
| +0.1% | +$471 | 0.07% | 193 |
|
|
2021
Q2 | $550K | Sell |
9,411
-2,588
| -22% | -$151K | 0.08% | 170 |
|
|
2021
Q1 | $670K | Sell |
11,999
-59
| -0.5% | -$3.29K | 0.11% | 152 |
|
|
2020
Q4 | $597K | Sell |
12,058
-1,855
| -13% | -$91.8K | 0.1% | 153 |
|
|
2020
Q3 | $478K | Sell |
13,913
-1,421
| -9% | -$48.8K | 0.1% | 163 |
|
|
2020
Q2 | $685K | Sell |
15,334
-1,084
| -7% | -$48.4K | 0.17% | 119 |
|
|
2020
Q1 | $623 | Sell |
16,418
-7,136
| -30% | -$271 | 0.15% | 116 |
|
|
2019
Q4 | $1.64M | Sell |
23,554
-1,768
| -7% | -$123K | 0.34% | 68 |
|
|
2019
Q3 | $1.79M | Sell |
25,322
-8,667
| -25% | -$612K | 0.4% | 60 |
|
|
2019
Q2 | $2.6M | Sell |
33,989
-1,798
| -5% | -$138K | 0.6% | 38 |
|
|
2019
Q1 | $2.89M | Sell |
35,787
-1,007
| -3% | -$81.3K | 0.69% | 35 |
|
|
2018
Q4 | $2.51K | Sell |
36,794
-874
| -2% | -$60 | 0.61% | 37 |
|
|
2018
Q3 | $3.2M | Buy |
37,668
+240
| +0.6% | +$20.4K | 0.78% | 31 |
|
|
2018
Q2 | $3.1M | Sell |
37,428
-753
| -2% | -$62.3K | 0.8% | 30 |
|
|
2018
Q1 | $2.85M | Buy |
38,181
+128
| +0.3% | +$9.55K | 0.77% | 31 |
|
|
2017
Q4 | $3.18M | Sell |
38,053
-3,530
| -8% | -$295K | 0.85% | 27 |
|
|
2017
Q3 | $3.41M | Buy |
41,583
+278
| +0.7% | +$22.8K | 0.95% | 25 |
|
|
2017
Q2 | $3.33M | Sell |
41,305
-1,166
| -3% | -$94.1K | 0.94% | 23 |
|
|
2017
Q1 | $3.48M | Buy |
42,471
+1,795
| +4% | +$147K | 1.04% | 18 |
|
|
2016
Q4 | $3.67M | Sell |
40,676
-4,686
| -10% | -$423K | 1.22% | 15 |
|
|
2016
Q3 | $3.96M | Buy |
45,362
+3,217
| +8% | +$281K | 1.35% | 14 |
|
|
2016
Q2 | $3.95M | Sell |
42,145
-2,216
| -5% | -$208K | 1.54% | 12 |
|
|
2016
Q1 | $3.71M | Buy |
44,361
+214
| +0.5% | +$17.9K | 1.24% | 13 |
|
|
2015
Q4 | $3.44K | Sell |
44,147
-1,455
| -3% | -$113 | 1.2% | 13 |
|
|
2015
Q3 | $3.39M | Sell |
45,602
-1,089
| -2% | -$81K | 1.41% | 12 |
|
|
2015
Q2 | $3.88M | Buy |
46,691
+223
| +0.5% | +$18.6K | 1.53% | 10 |
|
|
2015
Q1 | $3.95K | Sell |
46,468
-1,776
| -4% | -$151 | 1.11% | 12 |
|
|
2014
Q4 | $4.46M | Sell |
48,244
-565
| -1% | -$52.2K | 1.68% | 11 |
|
|
2014
Q3 | $4.59M | Sell |
48,809
-275
| -0.6% | -$25.9K | 1.61% | 11 |
|
|
2014
Q2 | $4.94M | Sell |
49,084
-185
| -0.4% | -$18.6K | 1.87% | 9 |
|
|
2014
Q1 | $4.81M | Sell |
49,269
-1,674
| -3% | -$163K | 1.91% | 9 |
|
|
2013
Q4 | $5.16M | Buy |
50,943
+1,063
| +2% | +$108K | 2.08% | 8 |
|
|
2013
Q3 | $4.29M | Sell |
49,880
-2,466
| -5% | -$212K | 1.92% | 9 |
|
|
2013
Q2 | $4.73M | Buy |
+52,346
| New | +$4.73M | 2.19% | 8 |
|