Westwood Management Corporation’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,266
| Closed | -$468K | – | 74 |
|
|
2023
Q1 | $468K | Hold |
4,266
| – | – | 0.06% | 50 |
|
|
2022
Q4 | $471K | Hold |
4,266
| – | – | 0.06% | 49 |
|
|
2022
Q3 | $372K | Sell |
4,266
-2,112
| -33% | -$193K | 0.05% | 55 |
|
|
2022
Q2 | $546K | Hold |
6,378
| – | – | 0.07% | 50 |
|
|
2022
Q1 | $527K | Hold |
6,378
| – | – | 0.05% | 54 |
|
|
2021
Q4 | $390K | Hold |
6,378
| – | – | 0.03% | 60 |
|
|
2021
Q3 | $375K | Hold |
6,378
| – | – | 0.03% | 64 |
|
|
2021
Q2 | $402K | Hold |
6,378
| – | – | 0.03% | 65 |
|
|
2021
Q1 | $356K | Hold |
6,378
| – | – | 0.03% | 64 |
|
|
2020
Q4 | $263K | Buy |
+6,378
| New | +$239K | 0.02% | 65 |
|
|
2020
Q3 | – | Sell |
-10,112
| Closed | -$452K | – | 74 |
|
|
2020
Q2 | $452K | Buy |
10,112
+2,800
| +38% | +$126K | 0.05% | 53 |
|
|
2020
Q1 | $278K | Hold |
7,312
| – | – | 0.04% | 56 |
|
|
2019
Q4 | $510K | Hold |
7,312
| – | – | 0.06% | 48 |
|
|
2019
Q3 | $516K | Hold |
7,312
| – | – | 0.07% | 52 |
|
|
2019
Q2 | $560K | Hold |
7,312
| – | – | 0.07% | 55 |
|
|
2019
Q1 | $591K | Sell |
7,312
-2,000
| -21% | -$152K | 0.08% | 47 |
|
|
2018
Q4 | $635K | Hold |
9,312
| – | – | 0.1% | 42 |
|
|
2018
Q3 | $792K | Hold |
9,312
| – | – | 0.1% | 42 |
|
|
2018
Q2 | $770K | Hold |
9,312
| – | – | 0.1% | 47 |
|
|
2018
Q1 | $695K | Hold |
9,312
| – | – | 0.1% | 44 |
|
|
2017
Q4 | $779K | Hold |
9,312
| – | – | 0.11% | 49 |
|
|
2017
Q3 | $763K | Hold |
9,312
| – | – | 0.11% | 46 |
|
|
2017
Q2 | $752K | Hold |
9,312
| – | – | 0.12% | 46 |
|
|
2017
Q1 | $764K | Hold |
9,312
| – | – | 0.13% | 43 |
|
|
2016
Q4 | $841K | Hold |
9,312
| – | – | 0.16% | 37 |
|
|
2016
Q3 | $813K | Hold |
9,312
| – | – | 0.14% | 41 |
|
|
2016
Q2 | $873K | Hold |
9,312
| – | – | 0.17% | 36 |
|
|
2016
Q1 | $778K | Hold |
9,312
| – | – | 0.15% | 42 |
|
|
2015
Q4 | $726K | Hold |
9,312
| – | – | 0.14% | 41 |
|
|
2015
Q3 | $692K | Hold |
9,312
| – | – | 0.13% | 45 |
|
|
2015
Q2 | $775K | Hold |
9,312
| – | – | 0.13% | 49 |
|
|
2015
Q1 | $792K | Sell |
9,312
-3,580
| -28% | -$317K | 0.13% | 50 |
|
|
2014
Q4 | $1.19M | Hold |
12,892
| – | – | 0.21% | 44 |
|
|
2014
Q3 | $1.21M | Buy |
12,892
+183
| +1% | +$18.2K | 0.22% | 38 |
|
|
2014
Q2 | $1.28M | Buy |
12,709
+147
| +1% | +$14.8K | 0.21% | 43 |
|
|
2014
Q1 | $1.23M | Hold |
12,562
| – | – | 0.21% | 40 |
|
|
2013
Q4 | $1.27M | Sell |
12,562
-1,500
| -11% | -$139K | 0.21% | 44 |
|
|
2013
Q3 | $1.21M | Sell |
14,062
-29,222
| -68% | -$2.63M | 0.23% | 45 |
|
|
2013
Q2 | $3.91M | Buy |
+43,284
| New | +$3.89M | 0.84% | 30 |
|
Other funds holding XOM
Westwood Management Corporation's XOM Position: Q2 2023 in Review
Westwood Management Corporation sold out of ExxonMobil (XOM) in Q2 2023, closing a stake of 4,266 shares — an estimated $468K sold.
Westwood Management Corporation first reported a position in XOM in Q2 2013 and held it in 39 quarters. The position peaked at $3.91M in Q2 2013. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.
- Westwood Management Corporation reported no remaining ExxonMobil position as of Q2 2023 after selling out during the quarter.
- Westwood Management Corporation sold 4,266 ExxonMobil shares in Q2 2023, an estimated $468K.
- Westwood Management Corporation first reported a position in ExxonMobil in Q2 2013 and held it in 39 quarters.
- Westwood Management Corporation's ExxonMobil position peaked at $3.91M in Q2 2013.
- 3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.
Based on Westwood Management Corporation's 13F filing for Q2 2023, filed 26 Jul 2023.