WCMN
Westchester Capital Management (Nebraska)’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
123,528
+1,405
| +1% | +$151K | 3.13% | 16 |
|
|
2025
Q1 | $14.5M | Buy |
122,123
+557
| +0.5% | +$66.2K | 3.61% | 13 |
|
|
2024
Q4 | $13.1M | Buy |
121,566
+1,224
| +1% | +$132K | 3.29% | 15 |
|
|
2024
Q3 | $14.1M | Buy |
120,342
+456
| +0.4% | +$53.5K | 3.43% | 14 |
|
|
2024
Q2 | $13.8M | Buy |
119,886
+8
| +0% | +$921 | 3.48% | 13 |
|
|
2024
Q1 | $13.9M | Sell |
119,878
-594
| -0.5% | -$69K | 3.5% | 15 |
|
|
2023
Q4 | $12M | Buy |
120,472
+1,731
| +1% | +$173K | 3.24% | 15 |
|
|
2023
Q3 | $14M | Sell |
118,741
-276
| -0.2% | -$32.5K | 4% | 10 |
|
|
2023
Q2 | $12.8M | Buy |
119,017
+873
| +0.7% | +$93.6K | 3.55% | 14 |
|
|
2023
Q1 | $13M | Sell |
118,144
-5,445
| -4% | -$597K | 3.73% | 13 |
|
|
2022
Q4 | $13.6M | Buy |
123,589
+360
| +0.3% | +$39.7K | 4.01% | 12 |
|
|
2022
Q3 | $10.8M | Buy |
123,229
+767
| +0.6% | +$67K | 3.47% | 15 |
|
|
2022
Q2 | $10.5M | Buy |
122,462
+7,279
| +6% | +$623K | 3.2% | 20 |
|
|
2022
Q1 | $9.51M | Sell |
115,183
-557
| -0.5% | -$46K | 2.45% | 25 |
|
|
2021
Q4 | $7.08M | Sell |
115,740
-2,291
| -2% | -$140K | 1.81% | 25 |
|
|
2021
Q3 | $6.94M | Sell |
118,031
-125
| -0.1% | -$7.35K | 1.93% | 25 |
|
|
2021
Q2 | $7.45M | Sell |
118,156
-2,325
| -2% | -$147K | 2.09% | 25 |
|
|
2021
Q1 | $6.73M | Sell |
120,481
-1,205
| -1% | -$67.3K | 1.95% | 25 |
|
|
2020
Q4 | $5.02M | Sell |
121,686
-7,190
| -6% | -$296K | 1.58% | 25 |
|
|
2020
Q3 | $4.42M | Sell |
128,876
-119
| -0.1% | -$4.09K | 1.57% | 25 |
|
|
2020
Q2 | $5.77M | Sell |
128,995
-6,376
| -5% | -$285K | 2.18% | 25 |
|
|
2020
Q1 | $5.14M | Buy |
135,371
+3,830
| +3% | +$145K | 2.3% | 23 |
|
|
2019
Q4 | $9.18M | Buy |
131,541
+6,508
| +5% | +$454K | 3.2% | 22 |
|
|
2019
Q3 | $8.83M | Buy |
125,033
+1,140
| +0.9% | +$80.5K | 3.46% | 18 |
|
|
2019
Q2 | $9.49M | Buy |
123,893
+4,750
| +4% | +$364K | 3.72% | 16 |
|
|
2019
Q1 | $9.63M | Buy |
119,143
+275
| +0.2% | +$22.2K | 4.12% | 8 |
|
|
2018
Q4 | $8.11M | Sell |
118,868
-2,704
| -2% | -$184K | 3.77% | 17 |
|
|
2018
Q3 | $10.3M | Buy |
121,572
+1,620
| +1% | +$138K | 4.1% | 10 |
|
|
2018
Q2 | $9.92M | Buy |
119,952
+4,442
| +4% | +$368K | 4.22% | 9 |
|
|
2018
Q1 | $8.62M | Buy |
115,510
+105,517
| +1,056% | +$7.87M | 3.64% | 17 |
|
|
2017
Q4 | $836K | Buy |
9,993
+5,550
| +125% | +$464K | 0.34% | 27 |
|
|
2017
Q3 | $364K | Buy |
4,443
+3,175
| +250% | +$260K | 0.16% | 28 |
|
|
2017
Q2 | $102K | Hold |
1,268
| – | – | 0.05% | 30 |
|
|
2017
Q1 | $104K | Hold |
1,268
| – | – | 0.05% | 30 |
|
|
2016
Q4 | $114K | Hold |
1,268
| – | – | 0.06% | 29 |
|
|
2016
Q3 | $111K | Hold |
1,268
| – | – | 0.05% | 30 |
|
|
2016
Q2 | $119K | Hold |
1,268
| – | – | 0.05% | 31 |
|
|
2016
Q1 | $106K | Buy |
1,268
+112
| +10% | +$9.36K | 0.05% | 31 |
|
|
2015
Q4 | $90K | Hold |
1,156
| – | – | 0.04% | 30 |
|
|
2015
Q3 | $86K | Hold |
1,156
| – | – | 0.05% | 30 |
|
|
2015
Q2 | $96K | Hold |
1,156
| – | – | 0.05% | 31 |
|
|
2015
Q1 | $98K | Hold |
1,156
| – | – | 0.05% | 31 |
|
|
2014
Q4 | $107K | Hold |
1,156
| – | – | 0.05% | 32 |
|
|
2014
Q3 | $109K | Hold |
1,156
| – | – | 0.05% | 33 |
|
|
2014
Q2 | $116K | Hold |
1,156
| – | – | 0.05% | 34 |
|
|
2014
Q1 | $113K | Hold |
1,156
| – | – | 0.06% | 34 |
|
|
2013
Q4 | $117K | Hold |
1,156
| – | – | 0.06% | 33 |
|
|
2013
Q3 | $99K | Hold |
1,156
| – | – | 0.06% | 32 |
|
|
2013
Q2 | $104K | Buy |
+1,156
| New | +$104K | 0.07% | 32 |
|