West Family Investments’s Exxon Mobil XOM Stock Holding History

West Family Investments’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.73M	Buy	25,298 +11,833	+88%	+$1.28M	0.71%	21
2025 Q1	$1.6M	Sell	13,465 -202	-1%	-$24K	0.6%	30
2024 Q4	$1.47M	Buy	13,667 +772	+6%	+$83K	0.51%	36
2024 Q3	$1.51M	Sell	12,895 -45,931	-78%	-$5.38M	0.51%	35
2024 Q2	$6.77M	Buy	58,826 +2,571	+5%	+$296K	2.03%	13
2024 Q1	$6.54M	Buy	56,255 +403	+0.7%	+$46.8K	2.03%	11
2023 Q4	$5.58M	Sell	55,852 -377	-0.7%	-$37.7K	1.89%	14
2023 Q3	$6.61M	Buy	56,229 +377	+0.7%	+$44.3K	2.31%	8
2023 Q2	$5.99M	Buy	55,852 +74	+0.1%	+$7.94K	2.33%	7
2023 Q1	$6.12M	Buy	55,778 +71	+0.1%	+$7.79K	2.42%	10
2022 Q4	$6.14M	Hold	55,707	–	–	2.1%	12
2022 Q3	$4.86M	Buy	55,707 +159	+0.3%	+$13.9K	2.03%	11
2022 Q2	$4.76M	Buy	55,548 +209	+0.4%	+$17.9K	1.88%	12
2022 Q1	$4.57M	Hold	55,339	–	–	1.3%	17
2021 Q4	$3.39M	Sell	55,339 -1,545	-3%	-$94.5K	0.92%	17
2021 Q3	$3.35M	Sell	56,884 -3,586	-6%	-$211K	0.87%	17
2021 Q2	$3.81M	Buy	60,470 +13,214	+28%	+$833K	1.03%	13
2021 Q1	$2.64M	Buy	47,256 +256	+0.5%	+$14.3K	0.96%	33
2020 Q4	$2.05K	Buy	+47,000	New	+$2.05K	0.62%	46
2020 Q3	–	Sell	-23,240	Closed	-$1.62M	–	99
2020 Q2	$1.62M	Hold	23,240	–	–	0.39%	46
2020 Q1	$882K	Hold	23,240	–	–	0.35%	50
2019 Q4	$1.62M	Hold	23,240	–	–	0.39%	46
2019 Q3	$1.64M	Hold	23,240	–	–	0.41%	47
2019 Q2	$1.78M	Hold	23,240	–	–	0.45%	48
2019 Q1	$1.88M	Hold	23,240	–	–	0.47%	48
2018 Q4	$1.59M	Hold	23,240	–	–	0.41%	51
2018 Q3	$1.98M	Hold	23,240	–	–	0.47%	44
2018 Q2	$1.92M	Hold	23,240	–	–	0.47%	47
2018 Q1	$1.73M	Hold	23,240	–	–	0.46%	47
2017 Q4	$1.94M	Hold	23,240	–	–	0.5%	46
2017 Q3	$1.91K	Hold	23,240	–	–	0.23%	44
2017 Q2	$2.18M	Hold	23,240	–	–	0.48%	42
2017 Q1	$1.91M	Hold	23,240	–	–	0.37%	45
2016 Q4	$2.1M	Hold	23,240	–	–	0.37%	49
2016 Q3	$2.03M	Hold	23,240	–	–	0.38%	48
2016 Q2	$2.18M	Hold	23,240	–	–	0.4%	47
2016 Q1	$1.94M	Hold	23,240	–	–	0.32%	50
2015 Q4	$1.81M	Hold	23,240	–	–	0.46%	48
2015 Q3	$1.73M	Hold	23,240	–	–	0.36%	45
2015 Q2	$1.93M	Hold	23,240	–	–	0.41%	43
2015 Q1	$1.98M	Hold	23,240	–	–	0.41%	44
2014 Q4	$2.15M	Hold	23,240	–	–	0.42%	38
2014 Q3	$2.19M	Hold	23,240	–	–	0.46%	39
2014 Q2	$2.34M	Hold	23,240	–	–	0.49%	38
2014 Q1	$2.27M	Hold	23,240	–	–	0.5%	37
2013 Q4	$2.35M	Hold	23,240	–	–	0.54%	33
2013 Q3	$2M	Hold	23,240	–	–	0.51%	37
2013 Q2	$2.1M	Buy	+23,240	New	+$2.1M	0.56%	38