West Coast Financial’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 | – | Sell |
-4,293
| Closed | -$511K | – | 160 |
|
|
2025
Q1 | $511K | Buy |
4,293
+74
| +2% | +$8.8K | 0.06% | 101 |
|
|
2024
Q4 | $454K | Sell |
4,219
-85
| -2% | -$9.14K | 0.05% | 110 |
|
|
2024
Q3 | $505K | Sell |
4,304
-450
| -9% | -$52.7K | 0.06% | 103 |
|
|
2024
Q2 | $547K | Buy |
4,754
+221
| +5% | +$25.4K | 0.06% | 95 |
|
|
2024
Q1 | $527K | Sell |
4,533
-217
| -5% | -$25.2K | 0.06% | 94 |
|
|
2023
Q4 | $475K | Buy |
4,750
+2,293
| +93% | +$229K | 0.06% | 98 |
|
|
2023
Q3 | $289K | Sell |
2,457
-111
| -4% | -$13.1K | 0.04% | 118 |
|
|
2023
Q2 | $275K | Buy |
2,568
+111
| +5% | +$11.9K | 0.04% | 130 |
|
|
2023
Q1 | $269K | Hold |
2,457
| – | – | 0.04% | 122 |
|
|
2022
Q4 | $271K | Sell |
2,457
-40
| -2% | -$4.41K | 0.05% | 112 |
|
|
2022
Q3 | $218K | Sell |
2,497
-36
| -1% | -$3.14K | 0.04% | 113 |
|
|
2022
Q2 | $217K | Hold |
2,533
| – | – | 0.04% | 120 |
|
|
2022
Q1 | $209K | Buy |
+2,533
| New | +$209K | 0.03% | 131 |
|
|
2020
Q1 | – | Sell |
-4,359
| Closed | -$304K | – | 113 |
|
|
2019
Q4 | $304K | Sell |
4,359
-75,258
| -95% | -$5.25M | 0.06% | 94 |
|
|
2019
Q3 | $5.62M | Buy |
79,617
+327
| +0.4% | +$23.1K | 1.27% | 32 |
|
|
2019
Q2 | $6.08M | Buy |
79,290
+775
| +1% | +$59.4K | 1.39% | 25 |
|
|
2019
Q1 | $6.34M | Buy |
78,515
+9,694
| +14% | +$783K | 1.5% | 22 |
|
|
2018
Q4 | $4.69M | Buy |
68,821
+5,344
| +8% | +$364K | 1.33% | 25 |
|
|
2018
Q3 | $5.4M | Buy |
63,477
+19,770
| +45% | +$1.68M | 1.24% | 27 |
|
|
2018
Q2 | $3.62M | Sell |
43,707
-344
| -0.8% | -$28.5K | 1% | 35 |
|
|
2018
Q1 | $3.29M | Sell |
44,051
-2,467
| -5% | -$184K | 0.94% | 39 |
|
|
2017
Q4 | $3.89M | Sell |
46,518
-20,667
| -31% | -$1.73M | 1.09% | 35 |
|
|
2017
Q3 | $5.51M | Buy |
67,185
+18,133
| +37% | +$1.49M | 1.5% | 24 |
|
|
2017
Q2 | $3.96M | Buy |
49,052
+37
| +0.1% | +$2.99K | 1.27% | 29 |
|
|
2017
Q1 | $4.02M | Sell |
49,015
-2,032
| -4% | -$167K | 1.28% | 29 |
|
|
2016
Q4 | $4.6M | Sell |
51,047
-1,065
| -2% | -$96K | 1.46% | 22 |
|
|
2016
Q3 | $4.55M | Buy |
52,112
+4,634
| +10% | +$404K | 1.46% | 22 |
|
|
2016
Q2 | $4.45M | Sell |
47,478
-642
| -1% | -$60.2K | 1.61% | 24 |
|
|
2016
Q1 | $4.02M | Buy |
48,120
+2,136
| +5% | +$179K | 1.66% | 28 |
|
|
2015
Q4 | $3.58M | Buy |
45,984
+249
| +0.5% | +$19.4K | 1.5% | 24 |
|
|
2015
Q3 | $3.4M | Sell |
45,735
-454
| -1% | -$33.8K | 1.52% | 29 |
|
|
2015
Q2 | $3.84M | Buy |
46,189
+2,291
| +5% | +$190K | 1.68% | 25 |
|
|
2015
Q1 | $3.73M | Buy |
43,898
+3,288
| +8% | +$279K | 1.73% | 23 |
|
|
2014
Q4 | $3.75M | Buy |
40,610
+1,245
| +3% | +$115K | 1.94% | 22 |
|
|
2014
Q3 | $3.7M | Buy |
39,365
+901
| +2% | +$84.7K | 2.08% | 19 |
|
|
2014
Q2 | $3.83M | Buy |
38,464
+405
| +1% | +$40.3K | 2.02% | 16 |
|
|
2014
Q1 | $3.72M | Sell |
38,059
-649
| -2% | -$63.4K | 1.89% | 12 |
|
|
2013
Q4 | $3.86M | Buy |
38,708
+630
| +2% | +$62.8K | 1.99% | 11 |
|
|
2013
Q3 | $3.28M | Sell |
38,078
-298
| -0.8% | -$25.6K | 1.81% | 18 |
|
|
2013
Q2 | $3.47M | Buy |
+38,376
| New | +$3.47M | 1.89% | 10 |
|