Wellington Shields & Co’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 | $7.32M | Buy |
67,916
+6,107
| +10% | +$658K | 2.07% | 7 |
|
|
2025
Q1 | $7.35M | Buy |
61,809
+372
| +0.6% | +$44.2K | 2.3% | 5 |
|
|
2024
Q4 | $6.61M | Sell |
61,437
-1,227
| -2% | -$132K | 2.03% | 7 |
|
|
2024
Q3 | $7.35M | Sell |
62,664
-334
| -0.5% | -$39.2K | 2.23% | 7 |
|
|
2024
Q2 | $7.25M | Buy |
62,998
+9,915
| +19% | +$1.14M | 2.36% | 6 |
|
|
2024
Q1 | $6.17M | Buy |
53,083
+3
| +0% | +$349 | 2.07% | 7 |
|
|
2023
Q4 | $5.31M | Sell |
53,080
-338
| -0.6% | -$33.8K | 1.96% | 6 |
|
|
2023
Q3 | $6.28M | Sell |
53,418
-400
| -0.7% | -$47K | 1.57% | 7 |
|
|
2023
Q2 | $5.77M | Buy |
53,818
+1,100
| +2% | +$118K | 1.36% | 7 |
|
|
2023
Q1 | $5.78M | Buy |
52,718
+456
| +0.9% | +$50K | 1.3% | 6 |
|
|
2022
Q4 | $5.76M | Buy |
52,262
+872
| +2% | +$96.2K | 1.31% | 6 |
|
|
2022
Q3 | $4.49M | Buy |
51,390
+1,250
| +2% | +$109K | 1.96% | 6 |
|
|
2022
Q2 | $4.29M | Sell |
50,140
-14,951
| -23% | -$1.28M | 1.04% | 8 |
|
|
2022
Q1 | $5.38M | Buy |
65,091
+24,750
| +61% | +$2.04M | 1.77% | 9 |
|
|
2021
Q4 | $2.47M | Sell |
40,341
-2,050
| -5% | -$125K | 0.49% | 29 |
|
|
2021
Q3 | $2.49M | Sell |
42,391
-100
| -0.2% | -$5.88K | 0.87% | 27 |
|
|
2021
Q2 | $2.68M | Buy |
42,491
+150
| +0.4% | +$9.46K | 0.88% | 29 |
|
|
2021
Q1 | $2.36M | Buy |
42,341
+500
| +1% | +$27.9K | 0.85% | 29 |
|
|
2020
Q4 | $1.73M | Buy |
41,841
+230
| +0.6% | +$9.48K | 0.62% | 36 |
|
|
2020
Q3 | $1.43M | Hold |
41,611
| – | – | 0.6% | 41 |
|
|
2020
Q2 | $1.86M | Sell |
41,611
-1,800
| -4% | -$80.5K | 0.82% | 31 |
|
|
2020
Q1 | $1.65M | Buy |
43,411
+1,540
| +4% | +$58.5K | 0.91% | 28 |
|
|
2019
Q4 | $2.92M | Buy |
41,871
+34,721
| +486% | +$2.42M | 1.3% | 19 |
|
|
2019
Q3 | $505K | Sell |
7,150
-35,621
| -83% | -$2.52M | 0.78% | 47 |
|
|
2019
Q2 | $3.28M | Buy |
42,771
+754
| +2% | +$57.8K | 1.55% | 13 |
|
|
2019
Q1 | $3.4M | Sell |
42,017
-9,798
| -19% | -$792K | 1.73% | 8 |
|
|
2018
Q4 | $3.53M | Buy |
51,815
+7,106
| +16% | +$485K | 2.02% | 7 |
|
|
2018
Q3 | $3.8M | Buy |
44,709
+2
| +0% | +$170 | 2.06% | 8 |
|
|
2018
Q2 | $3.7M | Buy |
44,707
+600
| +1% | +$49.6K | 1.92% | 11 |
|
|
2018
Q1 | $3.29M | Sell |
44,107
-100
| -0.2% | -$7.46K | 1.78% | 13 |
|
|
2017
Q4 | $3.7M | Sell |
44,207
-2,310
| -5% | -$193K | 1.99% | 9 |
|
|
2017
Q3 | $3.81M | Sell |
46,517
-1,075
| -2% | -$88.1K | 1.26% | 9 |
|
|
2017
Q2 | $3.84M | Sell |
47,592
-2,600
| -5% | -$210K | 1.33% | 10 |
|
|
2017
Q1 | $4.12M | Buy |
50,192
+450
| +0.9% | +$36.9K | 1.24% | 10 |
|
|
2016
Q4 | $4.49M | Sell |
49,742
-2,400
| -5% | -$217K | 2.35% | 9 |
|
|
2016
Q3 | $4.55M | Sell |
52,142
-100
| -0.2% | -$8.73K | 2.31% | 8 |
|
|
2016
Q2 | $4.9M | Sell |
52,242
-150
| -0.3% | -$14.1K | 3.04% | 5 |
|
|
2016
Q1 | $4.38M | Sell |
52,392
-500
| -0.9% | -$41.8K | 2.92% | 5 |
|
|
2015
Q4 | $4.12M | Sell |
52,892
-3,834
| -7% | -$299K | 2.74% | 5 |
|
|
2015
Q3 | $4.22M | Buy |
56,726
+2,500
| +5% | +$186K | 3.19% | 5 |
|
|
2015
Q2 | $4.51M | Hold |
54,226
| – | – | 1.5% | 6 |
|
|
2015
Q1 | $4.61M | Hold |
54,226
| – | – | 2.72% | 5 |
|
|
2014
Q4 | $5.01M | Buy |
54,226
+10,659
| +24% | +$985K | 2.86% | 5 |
|
|
2014
Q3 | $4.1M | Sell |
43,567
-3,934
| -8% | -$370K | 2.58% | 7 |
|
|
2014
Q2 | $4.78M | Hold |
47,501
| – | – | 2.99% | 5 |
|
|
2014
Q1 | $4.64M | Hold |
47,501
| – | – | 2.93% | 6 |
|
|
2013
Q4 | $4.81M | Buy |
47,501
+1,500
| +3% | +$152K | 3.25% | 6 |
|
|
2013
Q3 | $3.96M | Buy |
46,001
+4,400
| +11% | +$379K | 3.13% | 7 |
|
|
2013
Q2 | $3.76K | Buy |
+41,601
| New | +$3.76K | 0.11% | 8 |
|