West Oak Capital’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21.6K Sell
19,181
-461
-2% -$51.2K 0.86% 43
2025
Q2
$21.2K Buy
19,642
+3,720
+23% +$398K 0.83% 42
2025
Q1
$18.9K Sell
15,922
-285
-2% -$31.5K 0.73% 45
2024
Q4
$17.4M Buy
16,207
+92
+0.6% +$10.8K 0.62% 48
2024
Q3
$18.9K Sell
16,115
-165
-1% -$19.1K 0.35% 50
2024
Q2
$1.87M Buy
16,280
+50
+0.3% +$5.82K 0.75% 41
2024
Q1
$1.89M Buy
16,230
+280
+2% +$29.3K 0.8% 42
2023
Q4
$1.59M Buy
15,950
+65
+0.4% +$6.83K 0.75% 43
2023
Q3
$1.87M Sell
15,885
-85
-0.5% -$9.32K 0.93% 36
2023
Q2
$1.71M Sell
15,970
-65
-0.4% -$7.09K 0.83% 42
2023
Q1
$1.76M Sell
16,035
-3,310
-17% -$366K 0.89% 42
2022
Q4
$2.13M Sell
19,345
-95
-0.5% -$10.2K 1.11% 32
2022
Q3
$1.7M Sell
19,440
-3,385
-15% -$309K 0.92% 44
2022
Q2
$1.96M Sell
22,825
-1,645
-7% -$148K 1.03% 36
2022
Q1
$2.02M Sell
24,470
-2,120
-8% -$165K 0.91% 42
2021
Q4
$1.63M Sell
26,590
-350
-1% -$21.9K 0.6% 55
2021
Q3
$1.58M Buy
26,940
+1,620
+6% +$92.3K 0.61% 59
2021
Q2
$1.6M Buy
25,320
+95
+0.4% +$5.67K 0.63% 57
2021
Q1
$1.41M Buy
25,225
+270
+1% +$14.2K 0.6% 57
2020
Q4
$1.03M Sell
24,955
-7,195
-22% -$270K 0.48% 63
2020
Q3
$1.1M Buy
32,150
+778
+2% +$31.8K 0.61% 55
2020
Q2
$1.4M Buy
31,372
+435
+1% +$19.5K 0.8% 54
2020
Q1
$1.18M Buy
30,937
+12,360
+67% +$682K 0.8% 52
2019
Q4
$1.3M Sell
18,577
-2,930
-14% -$203K 0.73% 53
2019
Q3
$1.52M Buy
21,507
+255
+1% +$18.4K 0.89% 50
2019
Q2
$1.63M Buy
21,252
+2,555
+14% +$198K 0.97% 43
2019
Q1
$1.51M Buy
18,697
+485
+3% +$37K 0.94% 47
2018
Q4
$1.24M Sell
18,212
-4,998
-22% -$392K 0.88% 45
2018
Q3
$1.97M Buy
23,210
+500
+2% +$40.9K 1.14% 27
2018
Q2
$1.88M Sell
22,710
-225
-1% -$17.9K 1.14% 24
2018
Q1
$1.71M Sell
22,935
-325
-1% -$26K 1.02% 28
2017
Q4
$1.95M Buy
23,260
+175
+0.8% +$14.5K 1.19% 20
2017
Q3
$1.89M Sell
23,085
-180
-0.8% -$14.3K 1.12% 21
2017
Q2
$1.88M Sell
23,265
-123
-0.5% -$10.1K 1.14% 23
2017
Q1
$1.92M Buy
23,388
+1,458
+7% +$122K 1.18% 19
2016
Q4
$1.98M Sell
21,930
-580
-3% -$50.7K 1.33% 13
2016
Q3
$1.96M Buy
22,510
+300
+1% +$26.6K 1.35% 17
2016
Q2
$2.08M Buy
22,210
+290
+1% +$25.6K 1.5% 10
2016
Q1
$1.83M Buy
21,920
+1,825
+9% +$146K 1.41% 19
2015
Q4
$1.57M Sell
20,095
-210
-1% -$16.8K 1.22% 27
2015
Q3
$1.51M Buy
20,305
+925
+5% +$71.3K 1.22% 25
2015
Q2
$1.61M Buy
19,380
+135
+0.7% +$11.6K 1.2% 23
2015
Q1
$1.64M Buy
19,245
+1,005
+6% +$89.1K 1.2% 24
2014
Q4
$1.69M Buy
18,240
+305
+2% +$28.4K 1.23% 25
2014
Q3
$1.69M Sell
17,935
-90
-0.5% -$8.96K 1.26% 23
2014
Q2
$1.81M Sell
18,025
-80
-0.4% -$8.07K 1.32% 19
2014
Q1
$1.77M Sell
18,105
-25
-0.1% -$2.38K 1.3% 17
2013
Q4
$1.83M Sell
18,130
-1,715
-9% -$159K 1.35% 14
2013
Q3
$1.71M Buy
19,845
+890
+5% +$80.2K 1.34% 12
2013
Q2
$1.71M Buy
+18,955
New +$1.71M 1.43% 12

Other funds holding XOM

West Oak Capital's XOM Position: Q3 2025 in Review

West Oak Capital reduced its ExxonMobil (XOM) stake by 2.3% in Q3 2025, selling an estimated $51.2K and leaving 19,181 shares worth $21.6K. The position accounts for 0.86% of the portfolio, ranked #43.

West Oak Capital first reported a position in XOM in Q2 2013 and has held it in 50 quarters since. The position peaked at $17.4M in Q4 2024. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • West Oak Capital held 19,181 shares of ExxonMobil worth $21.6K as of Q3 2025.
  • West Oak Capital sold 461 ExxonMobil shares in Q3 2025, an estimated $51.2K.
  • ExxonMobil made up 0.86% of West Oak Capital's portfolio in Q3 2025, its #43 holding.
  • West Oak Capital first reported a position in ExxonMobil in Q2 2013 and has held it in 50 quarters since.
  • West Oak Capital's ExxonMobil position peaked at $17.4M in Q4 2024.
  • 4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.