WESPAC Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,003
| Closed | -$921K | – | 171 |
|
|
2024
Q2 | $921K | Sell |
8,003
-3,442
| -30% | -$401K | 0.72% | 47 |
|
|
2024
Q1 | $1.33M | Buy |
+11,445
| New | +$1.2M | 0.77% | 39 |
|
|
2023
Q1 | – | Sell |
-2,501
| Closed | -$276K | – | 137 |
|
|
2022
Q4 | $276K | Sell |
2,501
-483
| -16% | -$51.8K | 0.48% | 47 |
|
|
2022
Q3 | $261K | Buy |
+2,984
| New | +$272K | 0.35% | 70 |
|
|
2020
Q1 | – | Sell |
-3,044
| Closed | -$212K | – | 97 |
|
|
2019
Q4 | $212K | Buy |
3,044
+2
| +0.1% | +$138 | 0.21% | 91 |
|
|
2019
Q3 | $215K | Sell |
3,042
-2,828
| -48% | -$204K | 0.21% | 91 |
|
|
2019
Q2 | $450K | Buy |
5,870
+1
| +0% | +$77 | 0.34% | 68 |
|
|
2019
Q1 | $474K | Buy |
5,869
+1
| +0% | +$76 | 0.33% | 74 |
|
|
2018
Q4 | $400K | Buy |
5,868
+2
| +0% | +$157 | 0.39% | 64 |
|
|
2018
Q3 | $499K | Buy |
5,866
+3,009
| +105% | +$246K | 0.29% | 96 |
|
|
2018
Q2 | $236K | Sell |
2,857
-2,658
| -48% | -$212K | 0.24% | 96 |
|
|
2018
Q1 | $411K | Buy |
5,515
+33
| +0.6% | +$2.64K | 0.25% | 100 |
|
|
2017
Q4 | $459K | Sell |
5,482
-451
| -8% | -$37.3K | 0.43% | 75 |
|
|
2017
Q3 | $486K | Sell |
5,933
-388
| -6% | -$30.8K | 0.32% | 93 |
|
|
2017
Q2 | $510K | Buy |
6,321
+2,848
| +82% | +$233K | 0.35% | 88 |
|
|
2017
Q1 | $285K | Sell |
3,473
-419
| -11% | -$35K | 0.33% | 93 |
|
|
2016
Q4 | $351K | Buy |
3,892
+95
| +3% | +$8.3K | 0.39% | 78 |
|
|
2016
Q3 | $331K | Sell |
3,797
-546
| -13% | -$48.4K | 0.37% | 80 |
|
|
2016
Q2 | $407K | Buy |
+4,343
| New | +$384K | 0.42% | 80 |
|
|
2016
Q1 | – | Sell |
-3,909
| Closed | -$305K | – | 132 |
|
|
2015
Q4 | $305K | Sell |
3,909
-256
| -6% | -$20.5K | 0.35% | 69 |
|
|
2015
Q3 | $310K | Sell |
4,165
-3,359
| -45% | -$259K | 0.54% | 53 |
|
|
2015
Q2 | $626K | Buy |
7,524
+200
| +3% | +$17.2K | 0.47% | 71 |
|
|
2015
Q1 | $623K | Buy |
+7,324
| New | +$649K | 0.47% | 73 |
|
|
2014
Q4 | – | Sell |
-9,547
| Closed | -$898K | – | 159 |
|
|
2014
Q3 | $898K | Buy |
9,547
+4,511
| +90% | +$449K | 0.72% | 57 |
|
|
2014
Q2 | $507K | Sell |
5,036
-4,161
| -45% | -$420K | 0.58% | 69 |
|
|
2014
Q1 | $898K | Buy |
9,197
+400
| +5% | +$38.1K | 0.78% | 54 |
|
|
2013
Q4 | $890K | Buy |
8,797
+3,891
| +79% | +$360K | 0.74% | 54 |
|
|
2013
Q3 | $422K | Sell |
4,906
-12,020
| -71% | -$1.08M | 0.49% | 75 |
|
|
2013
Q2 | $1.53M | Buy |
+16,926
| New | +$1.52M | 2.32% | 4 |
|
Other funds holding XOM
WESPAC Advisors's XOM Position: Q3 2024 in Review
WESPAC Advisors sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 8,003 shares — an estimated $921K sold.
WESPAC Advisors first reported a position in XOM in Q2 2013 and held it in 29 quarters. The position peaked at $1.53M in Q2 2013. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.
- WESPAC Advisors reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
- WESPAC Advisors sold 8,003 ExxonMobil shares in Q3 2024, an estimated $921K.
- WESPAC Advisors first reported a position in ExxonMobil in Q2 2013 and held it in 29 quarters.
- WESPAC Advisors's ExxonMobil position peaked at $1.53M in Q2 2013.
- 3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.
Based on WESPAC Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.