Wells Trecaso Financial Group’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 | $6.45M | Sell |
59,856
-2,471
| -4% | -$266K | 1.99% | 18 |
|
|
2025
Q1 | $7.41M | Buy |
62,327
+540
| +0.9% | +$64.2K | 2.47% | 15 |
|
|
2024
Q4 | $6.65M | Buy |
61,787
+62
| +0.1% | +$6.67K | 2.17% | 15 |
|
|
2024
Q3 | $7.24M | Buy |
61,725
+157
| +0.3% | +$18.4K | 2.38% | 15 |
|
|
2024
Q2 | $7.09M | Sell |
61,568
-399
| -0.6% | -$45.9K | 2.45% | 14 |
|
|
2024
Q1 | $7.2M | Buy |
61,967
+1,994
| +3% | +$232K | 2.54% | 14 |
|
|
2023
Q4 | $6M | Buy |
59,973
+387
| +0.6% | +$38.7K | 2.42% | 14 |
|
|
2023
Q3 | $7.01M | Buy |
59,586
+857
| +1% | +$101K | 3.12% | 9 |
|
|
2023
Q2 | $6.3M | Buy |
58,729
+639
| +1% | +$68.5K | 2.71% | 11 |
|
|
2023
Q1 | $6.37M | Buy |
58,090
+816
| +1% | +$89.5K | 2.95% | 11 |
|
|
2022
Q4 | $6.32M | Buy |
57,274
+999
| +2% | +$110K | 3.15% | 8 |
|
|
2022
Q3 | $4.91M | Buy |
56,275
+331
| +0.6% | +$28.9K | 2.7% | 12 |
|
|
2022
Q2 | $4.79M | Buy |
55,944
+90
| +0.2% | +$7.71K | 2.48% | 17 |
|
|
2022
Q1 | $4.61M | Buy |
55,854
+3,532
| +7% | +$292K | 2.05% | 23 |
|
|
2021
Q4 | $3.2M | Buy |
52,322
+46,683
| +828% | +$2.86M | 1.39% | 25 |
|
|
2021
Q3 | $332K | Buy |
5,639
+502
| +10% | +$29.6K | 0.16% | 62 |
|
|
2021
Q2 | $324K | Sell |
5,137
-198
| -4% | -$12.5K | 0.16% | 63 |
|
|
2021
Q1 | $298K | Buy |
5,335
+211
| +4% | +$11.8K | 0.16% | 62 |
|
|
2020
Q4 | $211K | Buy |
+5,124
| New | +$211K | 0.12% | 72 |
|
|
2020
Q3 | – | Sell |
-5,523
| Closed | -$247K | – | 80 |
|
|
2020
Q2 | $247K | Sell |
5,523
-498
| -8% | -$22.3K | 0.17% | 56 |
|
|
2020
Q1 | $229K | Sell |
6,021
-1,475
| -20% | -$56.1K | 0.2% | 56 |
|
|
2019
Q4 | $523K | Sell |
7,496
-351
| -4% | -$24.5K | 0.38% | 50 |
|
|
2019
Q3 | $554K | Hold |
7,847
| – | – | 0.44% | 46 |
|
|
2019
Q2 | $601K | Sell |
7,847
-43
| -0.5% | -$3.29K | 0.49% | 45 |
|
|
2019
Q1 | $638K | Buy |
7,890
+80
| +1% | +$6.47K | 0.54% | 43 |
|
|
2018
Q4 | $533K | Buy |
7,810
+118
| +2% | +$8.05K | 0.51% | 44 |
|
|
2018
Q3 | $654K | Buy |
7,692
+116
| +2% | +$9.86K | 0.54% | 40 |
|
|
2018
Q2 | $627K | Buy |
7,576
+172
| +2% | +$14.2K | 0.59% | 36 |
|
|
2018
Q1 | $552K | Sell |
7,404
-635
| -8% | -$47.3K | 0.53% | 39 |
|
|
2017
Q4 | $672K | Buy |
+8,039
| New | +$672K | 0.66% | 29 |
|