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Well Done LLC’s ExxonMobil XOM Stock Holding History

Well Done LLC’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
7,728
-9
-0.1% -$1.35K 0.14% 84
2026
Q1 		$1.31M Sell
7,737
-340
-4% -$49.6K 0.19% 71
2025
Q4 		$972K Buy
8,077
+104
+1% +$12.1K 0.15% 81
2025
Q3 		$899K Sell
7,973
-734
-8% -$81.6K 0.15% 84
2025
Q2 		$939K Sell
8,707
-443
-5% -$47.4K 0.18% 79
2025
Q1 		$984K Sell
9,150
-132
-1% -$14.6K 0.18% 71
2024
Q4 		$1.09M Hold
9,282
– – 0.2% 64
2024
Q3 		$1.09M Sell
9,282
-1,295
-12% -$150K 0.2% 64
2024
Q2 		$1.22M Sell
10,577
-1,403
-12% -$163K 0.25% 56
2024
Q1 		$1.39M Sell
11,980
-634
-5% -$66.3K 0.27% 53
2023
Q4 		$1.26M Buy
12,614
+178
+1% +$18.7K 0.25% 59
2023
Q3 		$1.46M Buy
12,436
+97
+0.8% +$10.6K 0.32% 48
2023
Q2 		$1.32M Sell
12,339
-113
-0.9% -$12.3K 0.28% 55
2023
Q1 		$1.37M Sell
12,452
-1,976
-14% -$219K 0.3% 53
2022
Q4 		$1.59M Sell
14,428
-376
-3% -$40.3K 0.34% 50
2022
Q3 		$1.29M Sell
14,804
-2,343
-14% -$214K 0.32% 53
2022
Q2 		$1.47M Sell
17,147
-109
-0.6% -$9.83K 0.32% 53
2022
Q1 		$1.43M Sell
17,256
-962
-5% -$74.8K 0.28% 60
2021
Q4 		$1.11M Buy
18,218
+3,007
+20% +$188K 0.23% 66
2021
Q3 		$895K Buy
15,211
+102
+0.7% +$5.81K 0.2% 72
2021
Q2 		$953K Sell
15,109
-288
-2% -$17.2K 0.21% 69
2021
Q1 		$860K Sell
15,397
-484
-3% -$25.4K 0.2% 71
2020
Q4 		$655K Buy
15,881
+4,764
+43% +$179K 0.16% 76
2020
Q3 		$382K Sell
11,117
-112
-1% -$4.58K 0.11% 88
2020
Q2 		$502K Buy
11,229
+112
+1% +$5.02K 0.14% 82
2020
Q1 		$422K Buy
11,117
+845
+8% +$46.7K 0.13% 88
2019
Q4 		$717K Sell
10,272
-1,915
-16% -$132K 0.17% 84
2019
Q3 		$861K Sell
12,187
-834
-6% -$60.3K 0.21% 62
2019
Q2 		$998K Buy
13,021
+550
+4% +$42.6K 0.23% 60
2019
Q1 		$1.01M Sell
12,471
-301
-2% -$22.9K 0.25% 58
2018
Q4 		$871K Sell
12,772
-589
-4% -$46.2K 0.24% 56
2018
Q3 		$1.14M Buy
13,361
+9
+0.1% +$736 0.32% 48
2018
Q2 		$1.1M Sell
13,352
-43,454
-76% -$3.46M 0.33% 45
2018
Q1 		$4.24M Buy
56,806
+849
+2% +$67.9K 1.32% 16
2017
Q4 		$4.68M Sell
55,957
-2,124
-4% -$176K 1.53% 16
2017
Q3 		$4.76M Buy
58,081
+1,071
+2% +$85K 1.46% 18
2017
Q2 		$4.6M Sell
57,010
-286
-0.5% -$23.4K 1.61% 18
2017
Q1 		$4.7M Buy
57,296
+46,381
+425% +$3.87M 1.67% 17
2016
Q4 		$985K Sell
10,915
-160
-1% -$14K 0.37% 41
2016
Q3 		$967 Buy
11,075
+286
+3% +$25.4K 0.35% 39
2016
Q2 		$1.01M Sell
10,789
-383
-3% -$33.9K 0.37% 36
2016
Q1 		$939K Buy
11,172
+2,377
+27% +$190K 0.34% 38
2015
Q4 		$686K Buy
+8,795
New +$703K 0.24% 46

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Well Done LLC's XOM Position: Q2 2026 in Review

Well Done LLC reduced its ExxonMobil (XOM) stake by 0.12% in Q2 2026, selling an estimated $1.35K and leaving 7,728 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #84.

Well Done LLC first reported a position in XOM in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.76M in Q3 2017. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Well Done LLC held 7,728 shares of ExxonMobil worth $1.06M as of Q2 2026.
  • Well Done LLC sold 9 ExxonMobil shares in Q2 2026, an estimated $1.35K.
  • ExxonMobil made up 0.14% of Well Done LLC's portfolio in Q2 2026, its #84 holding.
  • Well Done LLC first reported a position in ExxonMobil in Q4 2015 and has held it in 43 quarters since.
  • Well Done LLC's ExxonMobil position peaked at $4.76M in Q3 2017.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.