Westbourne Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Hold |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.66M | Hold |
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|
2023
Q4 | $1.43M | Hold |
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|
2023
Q3 | $1.68M | Hold |
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|
2023
Q2 | $1.53M | Hold |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.59M | Hold |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $623K | Hold |
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|
2022
Q1 | $601K | Hold |
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|
2021
Q4 | $445K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $760K | Hold |
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|
2019
Q3 | $769K | Buy |
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|
2019
Q2 | $735K | Sell |
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|
2019
Q1 | $802K | Sell |
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|
2018
Q4 | $687K | Sell |
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|
2018
Q3 | $889K | Buy |
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|
2018
Q2 | $774K | Sell |
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|
2018
Q1 | $879K | Sell |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $1.06M | Hold |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.07M | Hold |
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|
2016
Q4 | $1.17M | Sell |
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|
2016
Q3 | $1.14M | Sell |
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|
2016
Q2 | $1.29M | Buy |
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|
2016
Q1 | $1.11M | Sell |
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|
2015
Q4 | $1.07M | Sell |
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|
2015
Q3 | $1.02M | Sell |
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|
2015
Q2 | $1.17M | Buy |
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