Westside Investment Management’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 | $496K | Buy |
4,589
+949
| +26% | +$103K | 0.09% | 167 |
|
|
2025
Q1 | $433K | Sell |
3,640
-277
| -7% | -$32.9K | 0.09% | 165 |
|
|
2024
Q4 | $421K | Sell |
3,917
-417
| -10% | -$44.9K | 0.09% | 161 |
|
|
2024
Q3 | $508K | Sell |
4,334
-17
| -0.4% | -$1.99K | 0.11% | 147 |
|
|
2024
Q2 | $501K | Buy |
4,351
+44
| +1% | +$5.07K | 0.11% | 145 |
|
|
2024
Q1 | $501K | Buy |
4,307
+100
| +2% | +$11.6K | 0.12% | 144 |
|
|
2023
Q4 | $421K | Hold |
4,207
| – | – | 0.11% | 153 |
|
|
2023
Q3 | $495K | Hold |
4,207
| – | – | 0.14% | 136 |
|
|
2023
Q2 | $451K | Hold |
4,207
| – | – | 0.13% | 142 |
|
|
2023
Q1 | $461K | Hold |
4,207
| – | – | 0.14% | 136 |
|
|
2022
Q4 | $21.7K | Sell |
4,207
-1,400
| -25% | -$7.24K | 0.05% | 165 |
|
|
2022
Q3 | $141K | Buy |
5,607
+1,500
| +37% | +$37.7K | 0.34% | 72 |
|
|
2022
Q2 | $17K | Hold |
4,107
| – | – | 0.04% | 173 |
|
|
2022
Q1 | $16.9K | Buy |
4,107
+300
| +8% | +$1.24K | 0.04% | 173 |
|
|
2021
Q4 | $12.5K | Sell |
3,807
-518
| -12% | -$1.7K | 0.03% | 174 |
|
|
2021
Q3 | $12.4K | Sell |
4,325
-100
| -2% | -$287 | 0.03% | 174 |
|
|
2021
Q2 | $12.9K | Sell |
4,425
-2,500
| -36% | -$7.28K | 0.03% | 175 |
|
|
2021
Q1 | $151K | Sell |
6,925
-400
| -5% | -$8.72K | 0.4% | 53 |
|
|
2020
Q4 | $124K | Buy |
7,325
+1,500
| +26% | +$25.4K | 0.34% | 55 |
|
|
2020
Q3 | $96.2K | Buy |
5,825
+2,897
| +99% | +$47.9K | 0.04% | 63 |
|
|
2020
Q2 | $13.5K | Sell |
2,928
-2,500
| -46% | -$11.6K | 0.01% | 127 |
|
|
2020
Q1 | $11.6K | Buy |
+5,428
| New | +$11.6K | 0.01% | 140 |
|
|
2019
Q2 | $114K | Buy |
+10,561
| New | +$114K | 0.25% | 23 |
|
|
2018
Q4 | $802K | Buy |
11,687
+60
| +0.5% | +$4.12K | 0.29% | 61 |
|
|
2018
Q3 | $989K | Hold |
11,627
| – | – | 0.32% | 52 |
|
|
2018
Q2 | $952K | Buy |
11,627
+812
| +8% | +$66.5K | 0.33% | 47 |
|
|
2018
Q1 | $792K | Buy |
10,815
+2,237
| +26% | +$164K | 0.44% | 54 |
|
|
2017
Q4 | $748K | Buy |
8,578
+360
| +4% | +$31.4K | 0.41% | 58 |
|
|
2017
Q3 | $674K | Sell |
8,218
-9
| -0.1% | -$738 | 0.41% | 58 |
|
|
2017
Q2 | $659K | Sell |
8,227
-800
| -9% | -$64.1K | 0.43% | 57 |
|
|
2017
Q1 | $745K | Buy |
9,027
+1,797
| +25% | +$148K | 0.36% | 51 |
|
|
2016
Q4 | $628K | Buy |
+7,230
| New | +$628K | 0.43% | 30 |
|