WIA
Westbourne Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Hold |
15,405
| – | – | 0.5% | 37 |
|
|
2025
Q1 | $1.83M | Sell |
15,405
-135
| -0.9% | -$16.1K | 0.65% | 33 |
|
|
2024
Q4 | $1.67M | Buy |
15,540
+135
| +0.9% | +$14.5K | 0.57% | 36 |
|
|
2024
Q3 | $1.81M | Sell |
15,405
-200
| -1% | -$23.4K | 0.63% | 35 |
|
|
2024
Q2 | $1.8M | Buy |
15,605
+1,352
| +9% | +$156K | 0.65% | 33 |
|
|
2024
Q1 | $1.66M | Hold |
14,253
| – | – | 0.61% | 35 |
|
|
2023
Q4 | $1.43M | Hold |
14,253
| – | – | 0.57% | 39 |
|
|
2023
Q3 | $1.68M | Hold |
14,253
| – | – | 0.77% | 34 |
|
|
2023
Q2 | $1.53M | Hold |
14,253
| – | – | 0.68% | 37 |
|
|
2023
Q1 | $1.56M | Sell |
14,253
-200
| -1% | -$21.9K | 0.76% | 37 |
|
|
2022
Q4 | $1.59M | Hold |
14,453
| – | – | 0.81% | 37 |
|
|
2022
Q3 | $1.26M | Buy |
14,453
+7,175
| +99% | +$627K | 0.67% | 38 |
|
|
2022
Q2 | $623K | Hold |
7,278
| – | – | 0.39% | 52 |
|
|
2022
Q1 | $601K | Hold |
7,278
| – | – | 0.25% | 60 |
|
|
2021
Q4 | $445K | Buy |
+7,278
| New | +$445K | 0.17% | 71 |
|
|
2020
Q2 | – | Sell |
-6,143
| Closed | -$233K | – | 87 |
|
|
2020
Q1 | $233K | Sell |
6,143
-4,743
| -44% | -$180K | 0.22% | 74 |
|
|
2019
Q4 | $760K | Hold |
10,886
| – | – | 0.52% | 50 |
|
|
2019
Q3 | $769K | Buy |
10,886
+1,300
| +14% | +$91.8K | 0.57% | 47 |
|
|
2019
Q2 | $735K | Sell |
9,586
-345
| -3% | -$26.5K | 0.6% | 46 |
|
|
2019
Q1 | $802K | Sell |
9,931
-150
| -1% | -$12.1K | 0.61% | 49 |
|
|
2018
Q4 | $687K | Sell |
10,081
-375
| -4% | -$25.6K | 0.59% | 48 |
|
|
2018
Q3 | $889K | Buy |
10,456
+1,100
| +12% | +$93.5K | 0.65% | 46 |
|
|
2018
Q2 | $774K | Sell |
9,356
-2,420
| -21% | -$200K | 0.67% | 47 |
|
|
2018
Q1 | $879K | Sell |
11,776
-900
| -7% | -$67.2K | 0.7% | 50 |
|
|
2017
Q4 | $1.06M | Sell |
12,676
-300
| -2% | -$25.1K | 0.8% | 45 |
|
|
2017
Q3 | $1.06M | Hold |
12,976
| – | – | 0.83% | 42 |
|
|
2017
Q2 | $1.05M | Sell |
12,976
-25
| -0.2% | -$2.02K | 0.85% | 40 |
|
|
2017
Q1 | $1.07M | Hold |
13,001
| – | – | 0.88% | 38 |
|
|
2016
Q4 | $1.17M | Sell |
13,001
-100
| -0.8% | -$9.02K | 1.03% | 34 |
|
|
2016
Q3 | $1.14M | Sell |
13,101
-700
| -5% | -$61.1K | 1.01% | 35 |
|
|
2016
Q2 | $1.29M | Buy |
13,801
+500
| +4% | +$46.9K | 1.17% | 28 |
|
|
2016
Q1 | $1.11M | Sell |
13,301
-400
| -3% | -$33.4K | 1.06% | 33 |
|
|
2015
Q4 | $1.07M | Sell |
13,701
-32
| -0.2% | -$2.49K | 1.03% | 33 |
|
|
2015
Q3 | $1.02M | Sell |
13,733
-324
| -2% | -$24.1K | 1.02% | 28 |
|
|
2015
Q2 | $1.17M | Buy |
+14,057
| New | +$1.17M | 1.06% | 31 |
|