WOC
West Oak Capital’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2K | Buy |
19,642
+3,720
| +23% | +$4.01K | 0.83% | 42 |
|
|
2025
Q1 | $18.9K | Sell |
15,922
-285
| -2% | -$339 | 0.73% | 45 |
|
|
2024
Q4 | $17.4M | Buy |
16,207
+92
| +0.6% | +$99K | 0.62% | 48 |
|
|
2024
Q3 | $18.9K | Sell |
16,115
-165
| -1% | -$193 | 0.35% | 50 |
|
|
2024
Q2 | $1.87M | Buy |
16,280
+50
| +0.3% | +$5.76K | 0.75% | 41 |
|
|
2024
Q1 | $1.89M | Buy |
16,230
+280
| +2% | +$32.6K | 0.8% | 42 |
|
|
2023
Q4 | $1.59M | Buy |
15,950
+65
| +0.4% | +$6.5K | 0.75% | 43 |
|
|
2023
Q3 | $1.87M | Sell |
15,885
-85
| -0.5% | -$10K | 0.93% | 36 |
|
|
2023
Q2 | $1.71M | Sell |
15,970
-65
| -0.4% | -$6.97K | 0.83% | 42 |
|
|
2023
Q1 | $1.76M | Sell |
16,035
-3,310
| -17% | -$363K | 0.89% | 42 |
|
|
2022
Q4 | $2.13M | Sell |
19,345
-95
| -0.5% | -$10.5K | 1.11% | 32 |
|
|
2022
Q3 | $1.7M | Sell |
19,440
-3,385
| -15% | -$295K | 0.92% | 44 |
|
|
2022
Q2 | $1.96M | Sell |
22,825
-1,645
| -7% | -$141K | 1.03% | 36 |
|
|
2022
Q1 | $2.02M | Sell |
24,470
-2,120
| -8% | -$175K | 0.91% | 42 |
|
|
2021
Q4 | $1.63M | Sell |
26,590
-350
| -1% | -$21.4K | 0.6% | 55 |
|
|
2021
Q3 | $1.59M | Buy |
26,940
+1,620
| +6% | +$95.3K | 0.61% | 59 |
|
|
2021
Q2 | $1.6M | Buy |
25,320
+95
| +0.4% | +$5.99K | 0.63% | 57 |
|
|
2021
Q1 | $1.41M | Buy |
25,225
+270
| +1% | +$15.1K | 0.6% | 57 |
|
|
2020
Q4 | $1.03M | Sell |
24,955
-7,195
| -22% | -$297K | 0.48% | 63 |
|
|
2020
Q3 | $1.1M | Buy |
32,150
+778
| +2% | +$26.7K | 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% | +$469K | 0.8% | 52 |
|
|
2019
Q4 | $1.3M | Sell |
18,577
-2,930
| -14% | -$204K | 0.73% | 53 |
|
|
2019
Q3 | $1.52M | Buy |
21,507
+255
| +1% | +$18K | 0.89% | 50 |
|
|
2019
Q2 | $1.63M | Buy |
21,252
+2,555
| +14% | +$196K | 0.97% | 43 |
|
|
2019
Q1 | $1.51M | Buy |
18,697
+485
| +3% | +$39.2K | 0.94% | 47 |
|
|
2018
Q4 | $1.24M | Sell |
18,212
-4,998
| -22% | -$341K | 0.88% | 45 |
|
|
2018
Q3 | $1.97M | Buy |
23,210
+500
| +2% | +$42.5K | 1.14% | 27 |
|
|
2018
Q2 | $1.88M | Sell |
22,710
-225
| -1% | -$18.6K | 1.14% | 24 |
|
|
2018
Q1 | $1.71M | Sell |
22,935
-325
| -1% | -$24.2K | 1.02% | 28 |
|
|
2017
Q4 | $1.95M | Buy |
23,260
+175
| +0.8% | +$14.6K | 1.19% | 20 |
|
|
2017
Q3 | $1.89M | Sell |
23,085
-180
| -0.8% | -$14.8K | 1.12% | 21 |
|
|
2017
Q2 | $1.88M | Sell |
23,265
-123
| -0.5% | -$9.93K | 1.14% | 23 |
|
|
2017
Q1 | $1.92M | Buy |
23,388
+1,458
| +7% | +$120K | 1.18% | 19 |
|
|
2016
Q4 | $1.98M | Sell |
21,930
-580
| -3% | -$52.4K | 1.33% | 13 |
|
|
2016
Q3 | $1.96M | Buy |
22,510
+300
| +1% | +$26.2K | 1.35% | 17 |
|
|
2016
Q2 | $2.08M | Buy |
22,210
+290
| +1% | +$27.2K | 1.5% | 10 |
|
|
2016
Q1 | $1.83M | Buy |
21,920
+1,825
| +9% | +$153K | 1.41% | 19 |
|
|
2015
Q4 | $1.57M | Sell |
20,095
-210
| -1% | -$16.4K | 1.22% | 27 |
|
|
2015
Q3 | $1.51M | Buy |
20,305
+925
| +5% | +$68.8K | 1.22% | 25 |
|
|
2015
Q2 | $1.61M | Buy |
19,380
+135
| +0.7% | +$11.2K | 1.2% | 23 |
|
|
2015
Q1 | $1.64M | Buy |
19,245
+1,005
| +6% | +$85.4K | 1.2% | 24 |
|
|
2014
Q4 | $1.69M | Buy |
18,240
+305
| +2% | +$28.2K | 1.23% | 25 |
|
|
2014
Q3 | $1.69M | Sell |
17,935
-90
| -0.5% | -$8.47K | 1.26% | 23 |
|
|
2014
Q2 | $1.81M | Sell |
18,025
-80
| -0.4% | -$8.05K | 1.32% | 19 |
|
|
2014
Q1 | $1.77M | Sell |
18,105
-25
| -0.1% | -$2.44K | 1.3% | 17 |
|
|
2013
Q4 | $1.83M | Sell |
18,130
-1,715
| -9% | -$174K | 1.35% | 14 |
|
|
2013
Q3 | $1.71M | Buy |
19,845
+890
| +5% | +$76.6K | 1.34% | 12 |
|
|
2013
Q2 | $1.71M | Buy |
+18,955
| New | +$1.71M | 1.43% | 12 |
|