WPA
West Paces Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
8,488
+1,270
| +18% | +$137K | 0.19% | 64 |
|
|
2025
Q1 | $858K | Buy |
7,218
+152
| +2% | +$18.1K | 0.2% | 62 |
|
|
2024
Q4 | $760K | Buy |
7,066
+18
| +0.3% | +$1.94K | 0.19% | 62 |
|
|
2024
Q3 | $826K | Buy |
7,048
+186
| +3% | +$21.8K | 0.2% | 59 |
|
|
2024
Q2 | $790K | Buy |
6,862
+415
| +6% | +$47.8K | 0.21% | 57 |
|
|
2024
Q1 | $749K | Buy |
6,447
+159
| +3% | +$18.5K | 0.2% | 59 |
|
|
2023
Q4 | $629K | Buy |
6,288
+182
| +3% | +$18.2K | 0.18% | 62 |
|
|
2023
Q3 | $718K | Buy |
6,106
+24
| +0.4% | +$2.82K | 0.22% | 54 |
|
|
2023
Q2 | $652K | Buy |
6,082
+246
| +4% | +$26.4K | 0.19% | 66 |
|
|
2023
Q1 | $640K | Buy |
5,836
+2,068
| +55% | +$227K | 0.2% | 68 |
|
|
2022
Q4 | $416K | Buy |
3,768
+1
| +0% | +$110 | 0.13% | 92 |
|
|
2022
Q3 | $329K | Sell |
3,767
-71
| -2% | -$6.2K | 0.12% | 97 |
|
|
2022
Q2 | $329K | Sell |
3,838
-71
| -2% | -$6.08K | 0.11% | 96 |
|
|
2022
Q1 | $323K | Buy |
3,909
+16
| +0.4% | +$1.32K | 0.1% | 101 |
|
|
2021
Q4 | $238K | Sell |
3,893
-918
| -19% | -$56.2K | 0.07% | 110 |
|
|
2021
Q3 | $283K | Buy |
4,811
+1,065
| +28% | +$62.6K | 0.1% | 99 |
|
|
2021
Q2 | $236K | Buy |
3,746
+161
| +4% | +$10.2K | 0.09% | 105 |
|
|
2021
Q1 | $200K | Sell |
3,585
-200
| -5% | -$11.2K | 0.08% | 107 |
|
|
2020
Q4 | $156K | Hold |
3,785
| – | – | 0.07% | 115 |
|
|
2020
Q3 | $130K | Buy |
3,785
+669
| +21% | +$23K | 0.07% | 120 |
|
|
2020
Q2 | $139K | Sell |
3,116
-32
| -1% | -$1.43K | 0.08% | 114 |
|
|
2020
Q1 | $120K | Sell |
3,148
-4,793
| -60% | -$182K | 0.08% | 117 |
|
|
2019
Q4 | $554K | Sell |
7,941
-323
| -4% | -$22.5K | 0.3% | 62 |
|
|
2019
Q3 | $584K | Buy |
8,264
+112
| +1% | +$7.91K | 0.35% | 58 |
|
|
2019
Q2 | $625K | Sell |
8,152
-359
| -4% | -$27.5K | 0.39% | 53 |
|
|
2019
Q1 | $688K | Sell |
8,511
-231
| -3% | -$18.7K | 0.48% | 48 |
|
|
2018
Q4 | $596K | Sell |
8,742
-88
| -1% | -$6K | 0.46% | 54 |
|
|
2018
Q3 | $751K | Sell |
8,830
-212
| -2% | -$18K | 0.54% | 45 |
|
|
2018
Q2 | $748K | Sell |
9,042
-3,029
| -25% | -$251K | 0.56% | 42 |
|
|
2018
Q1 | $901K | Buy |
12,071
+758
| +7% | +$56.6K | 0.67% | 30 |
|
|
2017
Q4 | $946K | Sell |
11,313
-1,736
| -13% | -$145K | 0.7% | 31 |
|
|
2017
Q3 | $1.07M | Sell |
13,049
-281
| -2% | -$23K | 0.81% | 24 |
|
|
2017
Q2 | $1.08M | Sell |
13,330
-684
| -5% | -$55.2K | 0.85% | 24 |
|
|
2017
Q1 | $1.15M | Buy |
14,014
+8,071
| +136% | +$662K | 0.92% | 21 |
|
|
2016
Q4 | $536K | Buy |
+5,943
| New | +$536K | 0.5% | 51 |
|