Westover Capital Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
34,408
+20,726
| +151% | +$2.23M | 0.74% | 36 |
|
|
2025
Q1 | $1.63M | Sell |
13,682
-1,664
| -11% | -$198K | 0.36% | 63 |
|
|
2024
Q4 | $1.65M | Sell |
15,346
-197
| -1% | -$21.2K | 0.36% | 63 |
|
|
2024
Q3 | $1.82M | Buy |
15,543
+2,811
| +22% | +$330K | 0.35% | 60 |
|
|
2024
Q2 | $1.47M | Buy |
12,732
+9,615
| +308% | +$1.11M | 0.38% | 66 |
|
|
2024
Q1 | $362K | Hold |
3,117
| – | – | 0.11% | 136 |
|
|
2023
Q4 | $312K | Sell |
3,117
-6
| -0.2% | -$600 | 0.1% | 135 |
|
|
2023
Q3 | $367K | Hold |
3,123
| – | – | 0.13% | 119 |
|
|
2023
Q2 | $335K | Sell |
3,123
-194
| -6% | -$20.8K | 0.12% | 131 |
|
|
2023
Q1 | $364K | Buy |
3,317
+9
| +0.3% | +$987 | 0.13% | 114 |
|
|
2022
Q4 | $365K | Sell |
3,308
-1,104
| -25% | -$122K | 0.14% | 102 |
|
|
2022
Q3 | $385K | Buy |
4,412
+1,045
| +31% | +$91.2K | 0.15% | 105 |
|
|
2022
Q2 | $288K | Buy |
3,367
+50
| +2% | +$4.28K | 0.11% | 131 |
|
|
2022
Q1 | $274K | Buy |
3,317
+4
| +0.1% | +$330 | 0.09% | 154 |
|
|
2021
Q4 | $203K | Sell |
3,313
-200
| -6% | -$12.3K | 0.06% | 173 |
|
|
2021
Q3 | $207K | Hold |
3,513
| – | – | 0.06% | 164 |
|
|
2021
Q2 | $222K | Buy |
+3,513
| New | +$222K | 0.07% | 170 |
|
|
2019
Q3 | – | Sell |
-3,089
| Closed | -$237K | – | 146 |
|
|
2019
Q2 | $237K | Sell |
3,089
-56
| -2% | -$4.3K | 0.12% | 120 |
|
|
2019
Q1 | $254K | Sell |
3,145
-738
| -19% | -$59.6K | 0.13% | 110 |
|
|
2018
Q4 | $265K | Buy |
+3,883
| New | +$265K | 0.17% | 91 |
|
|
2017
Q1 | – | Sell |
-19,249
| Closed | -$1.74M | – | 115 |
|
|
2016
Q4 | $1.74M | Buy |
19,249
+781
| +4% | +$70.5K | 1.24% | 30 |
|
|
2016
Q3 | $1.61M | Buy |
+18,468
| New | +$1.61M | 1.2% | 31 |
|
|
2016
Q2 | – | Sell |
-3,050
| Closed | -$255K | – | 93 |
|
|
2016
Q1 | $255K | Buy |
3,050
+31
| +1% | +$2.59K | 0.22% | 79 |
|
|
2015
Q4 | $235K | Buy |
3,019
+236
| +8% | +$18.4K | 0.2% | 84 |
|
|
2015
Q3 | $207K | Hold |
2,783
| – | – | 0.18% | 83 |
|
|
2015
Q2 | $232K | Buy |
+2,783
| New | +$232K | 0.18% | 80 |
|
|
2014
Q4 | – | Sell |
-6,013
| Closed | -$566K | – | 93 |
|
|
2014
Q3 | $566K | Sell |
6,013
-2,329
| -28% | -$219K | 0.46% | 63 |
|
|
2014
Q2 | $840K | Buy |
8,342
+10
| +0.1% | +$1.01K | 0.71% | 49 |
|
|
2014
Q1 | $814K | Sell |
8,332
-43
| -0.5% | -$4.2K | 0.76% | 43 |
|
|
2013
Q4 | $848K | Hold |
8,375
| – | – | 0.81% | 42 |
|
|
2013
Q3 | $721K | Sell |
8,375
-2,582
| -24% | -$222K | 0.75% | 43 |
|
|
2013
Q2 | $990K | Buy |
+10,957
| New | +$990K | 0.97% | 40 |
|