Weik Capital 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 | $1.45M | Buy |
13,429
+5,698
| +74% | +$614K | 0.57% | 36 |
|
2025
Q1 | $919K | Sell |
7,731
-40
| -0.5% | -$4.76K | 0.37% | 51 |
|
2024
Q4 | $836K | Buy |
7,771
+35
| +0.5% | +$3.77K | 0.34% | 54 |
|
2024
Q3 | $907K | Hold |
7,736
| – | – | 0.37% | 51 |
|
2024
Q2 | $891K | Hold |
7,736
| – | – | 0.38% | 52 |
|
2024
Q1 | $899K | Sell |
7,736
-265
| -3% | -$30.8K | 0.38% | 52 |
|
2023
Q4 | $800K | Buy |
8,001
+285
| +4% | +$28.5K | 0.37% | 55 |
|
2023
Q3 | $907K | Sell |
7,716
-25
| -0.3% | -$2.94K | 0.45% | 49 |
|
2023
Q2 | $830K | Sell |
7,741
-50
| -0.6% | -$5.36K | 0.39% | 56 |
|
2023
Q1 | $854K | Sell |
7,791
-50
| -0.6% | -$5.48K | 0.39% | 55 |
|
2022
Q4 | $865K | Hold |
7,841
| – | – | 0.4% | 57 |
|
2022
Q3 | $685K | Hold |
7,841
| – | – | 0.34% | 62 |
|
2022
Q2 | $672K | Sell |
7,841
-1,200
| -13% | -$103K | 0.31% | 65 |
|
2022
Q1 | $747K | Hold |
9,041
| – | – | 0.29% | 66 |
|
2021
Q4 | $553K | Sell |
9,041
-100
| -1% | -$6.12K | 0.21% | 79 |
|
2021
Q3 | $538K | Hold |
9,141
| – | – | 0.22% | 79 |
|
2021
Q2 | $577K | Buy |
9,141
+1,000
| +12% | +$63.1K | 0.22% | 77 |
|
2021
Q1 | $455K | Hold |
8,141
| – | – | 0.19% | 87 |
|
2020
Q4 | $336K | Sell |
8,141
-2,365
| -23% | -$97.6K | 0.15% | 93 |
|
2020
Q3 | $361K | Sell |
10,506
-1,139
| -10% | -$39.1K | 0.18% | 86 |
|
2020
Q2 | $521K | Buy |
11,645
+888
| +8% | +$39.7K | 0.28% | 65 |
|
2020
Q1 | $408K | Sell |
10,757
-8,888
| -45% | -$337K | 0.23% | 79 |
|
2019
Q4 | $1.37M | Sell |
19,645
-182
| -0.9% | -$12.7K | 0.62% | 41 |
|
2019
Q3 | $1.4M | Sell |
19,827
-1
| -0% | -$71 | 0.67% | 41 |
|
2019
Q2 | $1.52M | Buy |
19,828
+792
| +4% | +$60.7K | 0.73% | 37 |
|
2019
Q1 | $1.54M | Buy |
19,036
+15
| +0.1% | +$1.21K | 0.75% | 39 |
|
2018
Q4 | $1.3M | Buy |
19,021
+265
| +1% | +$18.1K | 0.71% | 37 |
|
2018
Q3 | $1.6M | Sell |
18,756
-311
| -2% | -$26.4K | 0.77% | 40 |
|
2018
Q2 | $1.58M | Buy |
19,067
+101
| +0.5% | +$8.35K | 0.78% | 38 |
|
2018
Q1 | $1.42M | Sell |
18,966
-208
| -1% | -$15.5K | 0.68% | 41 |
|
2017
Q4 | $1.6M | Sell |
19,174
-285
| -1% | -$23.8K | 0.75% | 40 |
|
2017
Q3 | $1.6M | Sell |
19,459
-69
| -0.4% | -$5.66K | 0.76% | 41 |
|
2017
Q2 | $1.58M | Buy |
19,528
+65
| +0.3% | +$5.25K | 0.83% | 37 |
|
2017
Q1 | $1.6M | Buy |
19,463
+90
| +0.5% | +$7.38K | 0.85% | 36 |
|
2016
Q4 | $1.75M | Sell |
19,373
-462
| -2% | -$41.7K | 0.98% | 33 |
|
2016
Q3 | $1.73M | Buy |
19,835
+64
| +0.3% | +$5.59K | 1% | 32 |
|
2016
Q2 | $1.85M | Sell |
19,771
-87
| -0.4% | -$8.15K | 1.11% | 29 |
|
2016
Q1 | $1.66M | Sell |
19,858
-587
| -3% | -$49.1K | 1% | 30 |
|
2015
Q4 | $1.59M | Sell |
20,445
-235
| -1% | -$18.3K | 0.96% | 31 |
|
2015
Q3 | $1.54M | Sell |
20,680
-500
| -2% | -$37.2K | 0.94% | 36 |
|
2015
Q2 | $1.76M | Sell |
21,180
-411
| -2% | -$34.2K | 1.02% | 31 |
|
2015
Q1 | $1.84M | Sell |
21,591
-874
| -4% | -$74.3K | 1.06% | 31 |
|
2014
Q4 | $2.08M | Sell |
22,465
-137
| -0.6% | -$12.7K | 1.21% | 26 |
|
2014
Q3 | $2.13M | Sell |
22,602
-1,187
| -5% | -$112K | 1.31% | 22 |
|
2014
Q2 | $2.4M | Sell |
23,789
-496
| -2% | -$49.9K | 1.47% | 21 |
|
2014
Q1 | $2.37M | Sell |
24,285
-51
| -0.2% | -$4.98K | 1.49% | 20 |
|
2013
Q4 | $2.46M | Sell |
24,336
-381
| -2% | -$38.6K | 1.52% | 21 |
|
2013
Q3 | $2.13M | Sell |
24,717
-915
| -4% | -$78.7K | 1.43% | 24 |
|
2013
Q2 | $2.32M | Buy |
+25,632
| New | +$2.32M | 1.63% | 21 |
|