WealthSource Partners’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.12M | Buy |
31,157
+262
| +0.8% | +$27.5K | 0.2% | 80 |
|
|
2023
Q3 | $3.63M | Sell |
30,895
-2,029
| -6% | -$223K | 0.25% | 62 |
|
|
2023
Q2 | $3.53M | Sell |
32,924
-1,517
| -4% | -$166K | 0.23% | 67 |
|
|
2023
Q1 | $3.78M | Sell |
34,441
-355
| -1% | -$39.3K | 0.26% | 58 |
|
|
2022
Q4 | $3.84M | Sell |
34,796
-552
| -2% | -$59.1K | 0.27% | 63 |
|
|
2022
Q3 | $3.09M | Sell |
35,348
-6
| -0% | -$548 | 0.23% | 77 |
|
|
2022
Q2 | $3.03M | Sell |
35,354
-1,339
| -4% | -$121K | 0.22% | 75 |
|
|
2022
Q1 | $3.03M | Buy |
36,693
+1,762
| +5% | +$137K | 0.2% | 83 |
|
|
2021
Q4 | $2.14M | Buy |
34,931
+3
| +0% | +$187 | 0.17% | 96 |
|
|
2021
Q3 | $2.05M | Buy |
34,928
+121
| +0.3% | +$6.9K | 0.18% | 96 |
|
|
2021
Q2 | $2.2M | Sell |
34,807
-5,694
| -14% | -$340K | 0.19% | 82 |
|
|
2021
Q1 | $2.26M | Sell |
40,501
-204
| -0.5% | -$10.7K | 0.23% | 74 |
|
|
2020
Q4 | $1.68M | Buy |
40,705
+3,231
| +9% | +$121K | 0.2% | 67 |
|
|
2020
Q3 | $1.29M | Sell |
37,474
-764
| -2% | -$31.2K | 0.17% | 81 |
|
|
2020
Q2 | $1.71M | Sell |
38,238
-3,478
| -8% | -$156K | 0.25% | 53 |
|
|
2020
Q1 | $1.58M | Buy |
41,716
+14,402
| +53% | +$795K | 0.25% | 52 |
|
|
2019
Q4 | $1.91M | Sell |
27,314
-806
| -3% | -$55.7K | 0.25% | 75 |
|
|
2019
Q3 | $1.99M | Buy |
28,120
+3,775
| +16% | +$273K | 0.3% | 82 |
|
|
2019
Q2 | $1.87M | Sell |
24,345
-15,945
| -40% | -$1.23M | 0.29% | 91 |
|
|
2019
Q1 | $3.25M | Sell |
40,290
-7,135
| -15% | -$544K | 0.74% | 38 |
|
|
2018
Q4 | $3.23M | Buy |
47,425
+13,270
| +39% | +$1.04M | 0.93% | 31 |
|
|
2018
Q3 | $2.9M | Sell |
34,155
-1,460
| -4% | -$119K | 0.76% | 36 |
|
|
2018
Q2 | $2.95M | Sell |
35,615
-345
| -1% | -$27.5K | 0.82% | 32 |
|
|
2018
Q1 | $2.68M | Sell |
35,960
-570
| -2% | -$45.6K | 0.82% | 35 |
|
|
2017
Q4 | $3.06M | Sell |
36,530
-2,586
| -7% | -$214K | 0.95% | 28 |
|
|
2017
Q3 | $3.21M | Sell |
39,116
-6,007
| -13% | -$477K | 1.06% | 24 |
|
|
2017
Q2 | $3.64M | Buy |
45,123
+5,487
| +14% | +$449K | 1.24% | 19 |
|
|
2017
Q1 | $3.25M | Buy |
39,636
+72
| +0.2% | +$6.01K | 1.2% | 20 |
|
|
2016
Q4 | $3.57M | Sell |
39,564
-2,792
| -7% | -$244K | 1.5% | 15 |
|
|
2016
Q3 | $3.7M | Buy |
42,356
+354
| +0.8% | +$31.4K | 1.35% | 14 |
|
|
2016
Q2 | $3.94M | Buy |
42,002
+1,846
| +5% | +$163K | 1.47% | 14 |
|
|
2016
Q1 | $3.36M | Buy |
+40,156
| New | +$3.22M | 1.37% | 16 |
|
Other funds holding XOM
WealthSource Partners's XOM Position: Q4 2023 in Review
WealthSource Partners increased its ExxonMobil (XOM) stake by 0.85% in Q4 2023, buying an estimated $27.5K and bringing the position to 31,157 shares worth $3.12M. The position accounts for 0.2% of the portfolio, ranked #80.
WealthSource Partners first reported a position in XOM in Q1 2016 and has held it in 32 quarters since. The position peaked at $3.94M in Q2 2016. 3,757 funds tracked by Wall St. Rank hold XOM as of Q4 2023.
- WealthSource Partners held 31,157 shares of ExxonMobil worth $3.12M as of Q4 2023.
- WealthSource Partners bought 262 ExxonMobil shares in Q4 2023, an estimated $27.5K.
- ExxonMobil made up 0.2% of WealthSource Partners's portfolio in Q4 2023, its #80 holding.
- WealthSource Partners first reported a position in ExxonMobil in Q1 2016 and has held it in 32 quarters since.
- WealthSource Partners's ExxonMobil position peaked at $3.94M in Q2 2016.
- 3,757 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.
Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.