WDA
Wendell David Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
94,015
-4,000
| -4% | -$431K | 1.02% | 28 |
|
|
2025
Q1 | $11.7M | Sell |
98,015
-100
| -0.1% | -$11.9K | 1.16% | 27 |
|
|
2024
Q4 | $10.6M | Sell |
98,115
-2,125
| -2% | -$229K | 1.04% | 30 |
|
|
2024
Q3 | $11.8M | Sell |
100,240
-1,260
| -1% | -$148K | 1.12% | 29 |
|
|
2024
Q2 | $11.7M | Sell |
101,500
-50
| -0% | -$5.76K | 1.19% | 27 |
|
|
2024
Q1 | $11.8M | Buy |
101,550
+111
| +0.1% | +$12.9K | 1.19% | 28 |
|
|
2023
Q4 | $10.1M | Buy |
101,439
+250
| +0.2% | +$25K | 1.09% | 31 |
|
|
2023
Q3 | $11.9M | Buy |
101,189
+4,550
| +5% | +$535K | 1.4% | 25 |
|
|
2023
Q2 | $10.4M | Hold |
96,639
| – | – | 1.17% | 27 |
|
|
2023
Q1 | $10.6M | Buy |
96,639
+750
| +0.8% | +$82.2K | 1.26% | 26 |
|
|
2022
Q4 | $10.6M | Hold |
95,889
| – | – | 1.3% | 26 |
|
|
2022
Q3 | $8.37M | Hold |
95,889
| – | – | 1.13% | 27 |
|
|
2022
Q2 | $8.21M | Sell |
95,889
-1,110
| -1% | -$95.1K | 1.04% | 27 |
|
|
2022
Q1 | $8.01M | Sell |
96,999
-1,015
| -1% | -$83.8K | 0.89% | 35 |
|
|
2021
Q4 | $6M | Sell |
98,014
-235
| -0.2% | -$14.4K | 0.61% | 41 |
|
|
2021
Q3 | $5.78M | Hold |
98,249
| – | – | 0.64% | 41 |
|
|
2021
Q2 | $6.2M | Sell |
98,249
-844
| -0.9% | -$53.2K | 0.69% | 40 |
|
|
2021
Q1 | $5.53M | Sell |
99,093
-964
| -1% | -$53.8K | 0.67% | 39 |
|
|
2020
Q4 | $4.12M | Sell |
100,057
-14,084
| -12% | -$580K | 0.5% | 50 |
|
|
2020
Q3 | $3.92M | Sell |
114,141
-6,852
| -6% | -$235K | 0.52% | 49 |
|
|
2020
Q2 | $5.41M | Sell |
120,993
-1,225
| -1% | -$54.8K | 0.78% | 36 |
|
|
2020
Q1 | $4.64M | Sell |
122,218
-2,143
| -2% | -$81.4K | 0.79% | 38 |
|
|
2019
Q4 | $8.68M | Buy |
124,361
+200
| +0.2% | +$14K | 1.2% | 28 |
|
|
2019
Q3 | $8.77M | Sell |
124,161
-3,260
| -3% | -$230K | 1.28% | 26 |
|
|
2019
Q2 | $9.76M | Sell |
127,421
-1,483
| -1% | -$114K | 1.47% | 21 |
|
|
2019
Q1 | $10.4M | Buy |
128,904
+118
| +0.1% | +$9.53K | 1.62% | 18 |
|
|
2018
Q4 | $8.78M | Sell |
128,786
-10,086
| -7% | -$688K | 1.58% | 20 |
|
|
2018
Q3 | $11.8M | Sell |
138,872
-1,158
| -0.8% | -$98.5K | 1.84% | 15 |
|
|
2018
Q2 | $11.6M | Buy |
140,030
+7,524
| +6% | +$622K | 1.98% | 14 |
|
|
2018
Q1 | $9.89M | Sell |
132,506
-474
| -0.4% | -$35.4K | 1.78% | 18 |
|
|
2017
Q4 | $11.1M | Sell |
132,980
-2,561
| -2% | -$214K | 1.91% | 16 |
|
|
2017
Q3 | $11.1M | Sell |
135,541
-7,865
| -5% | -$645K | 1.96% | 17 |
|
|
2017
Q2 | $11.6M | Sell |
143,406
-6,778
| -5% | -$547K | 2.18% | 14 |
|
|
2017
Q1 | $12.3M | Sell |
150,184
-2,850
| -2% | -$234K | 2.35% | 11 |
|
|
2016
Q4 | $13.8M | Sell |
153,034
-1,751
| -1% | -$158K | 2.73% | 7 |
|
|
2016
Q3 | $13.5M | Buy |
154,785
+460
| +0.3% | +$40.2K | 2.66% | 10 |
|
|
2016
Q2 | $14.5M | Sell |
154,325
-26,668
| -15% | -$2.51M | 2.85% | 9 |
|
|
2016
Q1 | $15.2M | Sell |
180,993
-4,046
| -2% | -$340K | 2.95% | 8 |
|
|
2015
Q4 | $14.4M | Sell |
185,039
-2,036
| -1% | -$159K | 2.85% | 8 |
|
|
2015
Q3 | $13.8M | Sell |
187,075
-10,808
| -5% | -$800K | 2.84% | 7 |
|
|
2015
Q2 | $16.4M | Sell |
197,883
-1,005
| -0.5% | -$83.4K | 3.19% | 4 |
|
|
2015
Q1 | $16.9M | Sell |
198,888
-3,657
| -2% | -$311K | 3.25% | 3 |
|
|
2014
Q4 | $18.6M | Buy |
202,545
+3,300
| +2% | +$304K | 3.64% | 2 |
|
|
2014
Q3 | $18.7M | Buy |
199,245
+562
| +0.3% | +$52.8K | 3.9% | 2 |
|
|
2014
Q2 | $20.1M | Sell |
198,683
-1,950
| -1% | -$197K | 4.22% | 1 |
|
|
2014
Q1 | $19.7M | Sell |
200,633
-4,209
| -2% | -$412K | 4.27% | 1 |
|
|
2013
Q4 | $20.7M | Buy |
204,842
+700
| +0.3% | +$70.7K | 4.54% | 1 |
|
|
2013
Q3 | $17.6M | Buy |
204,142
+2,391
| +1% | +$206K | 4.21% | 2 |
|
|
2013
Q2 | $18.2M | Buy |
+201,751
| New | +$18.2M | 4.54% | 1 |
|