WBC
West Branch Capital’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
36,663
+1,946
| +6% | +$210K | 1.17% | 23 |
|
|
2025
Q1 | $4.13M | Buy |
34,717
+3,999
| +13% | +$476K | 1.38% | 22 |
|
|
2024
Q4 | $3.3M | Buy |
30,718
+2,626
| +9% | +$282K | 1.05% | 22 |
|
|
2024
Q3 | $3.29M | Buy |
28,092
+524
| +2% | +$61.4K | 1.14% | 21 |
|
|
2024
Q2 | $3.17M | Buy |
27,568
+935
| +4% | +$108K | 1.18% | 20 |
|
|
2024
Q1 | $3.1M | Buy |
26,633
+4,249
| +19% | +$494K | 1.25% | 19 |
|
|
2023
Q4 | $2.24M | Buy |
22,384
+1,863
| +9% | +$186K | 1.05% | 23 |
|
|
2023
Q3 | $2.41M | Buy |
20,521
+11
| +0.1% | +$1.29K | 1.27% | 18 |
|
|
2023
Q2 | $2.2M | Buy |
20,510
+159
| +0.8% | +$17.1K | 1.1% | 18 |
|
|
2023
Q1 | $2.23M | Sell |
20,351
-883
| -4% | -$96.8K | 1.24% | 18 |
|
|
2022
Q4 | $2.34M | Buy |
21,234
+200
| +1% | +$22.1K | 1.45% | 19 |
|
|
2022
Q3 | $1.84M | Buy |
21,034
+597
| +3% | +$52.1K | 1.14% | 23 |
|
|
2022
Q2 | $1.75M | Buy |
20,437
+78
| +0.4% | +$6.68K | 1.01% | 24 |
|
|
2022
Q1 | $1.68M | Sell |
20,359
-226
| -1% | -$18.7K | 0.8% | 33 |
|
|
2021
Q4 | $1.26M | Buy |
20,585
+412
| +2% | +$25.2K | 0.54% | 43 |
|
|
2021
Q3 | $1.19M | Buy |
20,173
+475
| +2% | +$27.9K | 0.57% | 40 |
|
|
2021
Q2 | $1.24M | Buy |
19,698
+2,607
| +15% | +$165K | 0.61% | 40 |
|
|
2021
Q1 | $954K | Buy |
17,091
+7,971
| +87% | +$445K | 0.56% | 44 |
|
|
2020
Q4 | $376K | Sell |
9,120
-14,996
| -62% | -$618K | 0.22% | 62 |
|
|
2020
Q3 | $828K | Sell |
24,116
-2,892
| -11% | -$99.3K | 0.53% | 46 |
|
|
2020
Q2 | $1.21M | Buy |
27,008
+14,537
| +117% | +$650K | 0.85% | 36 |
|
|
2020
Q1 | $474K | Sell |
12,471
-14,348
| -53% | -$545K | 0.45% | 47 |
|
|
2019
Q4 | $1.87M | Buy |
26,819
+9,976
| +59% | +$696K | 1.3% | 26 |
|
|
2019
Q3 | $1.19M | Buy |
16,843
+1,301
| +8% | +$91.8K | 0.88% | 40 |
|
|
2019
Q2 | $1.19M | Sell |
15,542
-782
| -5% | -$59.9K | 0.98% | 32 |
|
|
2019
Q1 | $1.32M | Buy |
16,324
+1,505
| +10% | +$122K | 1.18% | 24 |
|
|
2018
Q4 | $1.01M | Buy |
14,819
+1,080
| +8% | +$73.6K | 1.06% | 30 |
|
|
2018
Q3 | $1.17M | Sell |
13,739
-484
| -3% | -$41.1K | 0.87% | 37 |
|
|
2018
Q2 | $1.18M | Buy |
14,223
+2,734
| +24% | +$226K | 0.93% | 36 |
|
|
2018
Q1 | $857K | Buy |
+11,489
| New | +$857K | 0.94% | 35 |
|