WAM
Weatherly Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Sell |
8,875
-287
| -3% | -$30.9K | 0.08% | 106 |
|
|
2025
Q1 | $1.09M | Sell |
9,162
-75
| -0.8% | -$8.92K | 0.1% | 97 |
|
|
2024
Q4 | $994K | Sell |
9,237
-106
| -1% | -$11.4K | 0.09% | 103 |
|
|
2024
Q3 | $1.1M | Buy |
9,343
+656
| +8% | +$76.9K | 0.1% | 101 |
|
|
2024
Q2 | $1M | Sell |
8,687
-3,609
| -29% | -$415K | 0.09% | 103 |
|
|
2024
Q1 | $1.43M | Sell |
12,296
-305
| -2% | -$35.5K | 0.14% | 91 |
|
|
2023
Q4 | $1.26M | Sell |
12,601
-509
| -4% | -$50.9K | 0.14% | 96 |
|
|
2023
Q3 | $1.54M | Sell |
13,110
-522
| -4% | -$61.4K | 0.18% | 84 |
|
|
2023
Q2 | $1.46M | Buy |
13,632
+331
| +2% | +$35.5K | 0.17% | 87 |
|
|
2023
Q1 | $1.46M | Buy |
13,301
+50
| +0.4% | +$5.48K | 0.19% | 90 |
|
|
2022
Q4 | $1.46M | Sell |
13,251
-100
| -0.7% | -$11K | 0.2% | 86 |
|
|
2022
Q3 | $1.17M | Hold |
13,351
| – | – | 0.17% | 91 |
|
|
2022
Q2 | $1.14M | Buy |
13,351
+525
| +4% | +$44.9K | 0.16% | 98 |
|
|
2022
Q1 | $1.06M | Sell |
12,826
-1,170
| -8% | -$96.6K | 0.12% | 109 |
|
|
2021
Q4 | $856K | Sell |
13,996
-295
| -2% | -$18K | 0.09% | 118 |
|
|
2021
Q3 | $841K | Buy |
14,291
+3,753
| +36% | +$221K | 0.1% | 117 |
|
|
2021
Q2 | $665K | Sell |
10,538
-65
| -0.6% | -$4.1K | 0.08% | 127 |
|
|
2021
Q1 | $592K | Sell |
10,603
-239
| -2% | -$13.3K | 0.08% | 125 |
|
|
2020
Q4 | $447K | Sell |
10,842
-2,505
| -19% | -$103K | 0.06% | 143 |
|
|
2020
Q3 | $458K | Sell |
13,347
-1,408
| -10% | -$48.3K | 0.07% | 137 |
|
|
2020
Q2 | $660K | Sell |
14,755
-648
| -4% | -$29K | 0.12% | 116 |
|
|
2020
Q1 | $585K | Sell |
15,403
-1,709
| -10% | -$64.9K | 0.13% | 113 |
|
|
2019
Q4 | $1.19M | Sell |
17,112
-3,658
| -18% | -$255K | 0.23% | 87 |
|
|
2019
Q3 | $1.47M | Sell |
20,770
-995
| -5% | -$70.3K | 0.31% | 69 |
|
|
2019
Q2 | $1.67M | Buy |
21,765
+4
| +0% | +$307 | 0.33% | 64 |
|
|
2019
Q1 | $1.76M | Buy |
21,761
+179
| +0.8% | +$14.5K | 0.36% | 62 |
|
|
2018
Q4 | $1.47M | Sell |
21,582
-1,725
| -7% | -$118K | 0.35% | 66 |
|
|
2018
Q3 | $1.98M | Sell |
23,307
-1
| -0% | -$85 | 0.41% | 60 |
|
|
2018
Q2 | $1.93M | Sell |
23,308
-60
| -0.3% | -$4.96K | 0.45% | 55 |
|
|
2018
Q1 | $1.74M | Sell |
23,368
-583
| -2% | -$43.5K | 0.41% | 61 |
|
|
2017
Q4 | $2M | Sell |
23,951
-948
| -4% | -$79.3K | 0.48% | 53 |
|
|
2017
Q3 | $2.04M | Sell |
24,899
-826
| -3% | -$67.7K | 0.54% | 45 |
|
|
2017
Q2 | $2.08M | Buy |
25,725
+142
| +0.6% | +$11.5K | 0.58% | 44 |
|
|
2017
Q1 | $2.1M | Sell |
25,583
-210
| -0.8% | -$17.2K | 0.62% | 41 |
|
|
2016
Q4 | $2.33M | Sell |
25,793
-108
| -0.4% | -$9.75K | 0.74% | 38 |
|
|
2016
Q3 | $2.26M | Sell |
25,901
-3,773
| -13% | -$329K | 0.75% | 37 |
|
|
2016
Q2 | $2.78M | Sell |
29,674
-37
| -0.1% | -$3.47K | 0.92% | 27 |
|
|
2016
Q1 | $2.48M | Sell |
29,711
-86
| -0.3% | -$7.19K | 0.86% | 28 |
|
|
2015
Q4 | $2.32M | Buy |
29,797
+3,454
| +13% | +$269K | 0.82% | 28 |
|
|
2015
Q3 | $1.96M | Sell |
26,343
-452
| -2% | -$33.6K | 0.79% | 30 |
|
|
2015
Q2 | $2.23M | Sell |
26,795
-79
| -0.3% | -$6.57K | 0.85% | 30 |
|
|
2015
Q1 | $2.28M | Buy |
26,874
+48
| +0.2% | +$4.08K | 0.91% | 28 |
|
|
2014
Q4 | $2.48M | Buy |
26,826
+2,062
| +8% | +$191K | 1.04% | 24 |
|
|
2014
Q3 | $2.33M | Buy |
24,764
+14
| +0.1% | +$1.32K | 1% | 29 |
|
|
2014
Q2 | $2.49M | Sell |
24,750
-54
| -0.2% | -$5.44K | 1.04% | 26 |
|
|
2014
Q1 | $2.42M | Sell |
24,804
-288
| -1% | -$28.1K | 1.12% | 24 |
|
|
2013
Q4 | $2.54M | Sell |
25,092
-52
| -0.2% | -$5.26K | 1.21% | 25 |
|
|
2013
Q3 | $2.16M | Sell |
25,144
-784
| -3% | -$67.4K | 1.1% | 25 |
|
|
2013
Q2 | $2.34M | Buy |
+25,928
| New | +$2.34M | 1.29% | 23 |
|