WRM
Weybosset Research & Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Hold |
5,772
| – | – | 0.21% | 25 |
|
|
2025
Q1 | $686K | Sell |
5,772
-909
| -14% | -$108K | 0.24% | 26 |
|
|
2024
Q4 | $719K | Hold |
6,681
| – | – | 0.24% | 27 |
|
|
2024
Q3 | $783K | Hold |
6,681
| – | – | 0.27% | 27 |
|
|
2024
Q2 | $769K | Hold |
6,681
| – | – | 0.29% | 25 |
|
|
2024
Q1 | $6.85K | Hold |
6,681
| – | – | 2.38% | 19 |
|
|
2023
Q4 | $668K | Sell |
6,681
-75
| -1% | -$7.5K | 0.24% | 26 |
|
|
2023
Q3 | $794K | Hold |
6,756
| – | – | 0.32% | 24 |
|
|
2023
Q2 | $725K | Sell |
6,756
-1,460
| -18% | -$157K | 0.27% | 26 |
|
|
2023
Q1 | $901K | Buy |
8,216
+85
| +1% | +$9.32K | 0.34% | 26 |
|
|
2022
Q4 | $897K | Hold |
8,131
| – | – | 0.35% | 26 |
|
|
2022
Q3 | $710K | Buy |
8,131
+350
| +4% | +$30.6K | 0.31% | 26 |
|
|
2022
Q2 | $278K | Buy |
+7,781
| New | +$278K | 0.14% | 33 |
|
|
2021
Q4 | $533K | Sell |
8,707
-165
| -2% | -$10.1K | 0.2% | 30 |
|
|
2021
Q3 | $522K | Buy |
+8,872
| New | +$522K | 0.21% | 26 |
|
|
2021
Q2 | – | Sell |
-8,272
| Closed | -$462K | – | 52 |
|
|
2021
Q1 | $462K | Sell |
8,272
-500
| -6% | -$27.9K | 0.19% | 29 |
|
|
2020
Q4 | $362K | Sell |
8,772
-6,500
| -43% | -$268K | 0.17% | 33 |
|
|
2020
Q3 | $524K | Sell |
15,272
-3,206
| -17% | -$110K | 0.29% | 26 |
|
|
2020
Q2 | $826K | Sell |
18,478
-2,060
| -10% | -$92.1K | 0.48% | 25 |
|
|
2020
Q1 | $754K | Sell |
20,538
-615
| -3% | -$22.6K | 0.54% | 24 |
|
|
2019
Q4 | $1.48M | Sell |
21,153
-15
| -0.1% | -$1.05K | 0.77% | 23 |
|
|
2019
Q3 | $1.5M | Sell |
21,168
-38
| -0.2% | -$2.68K | 0.86% | 23 |
|
|
2019
Q2 | $1.63M | Sell |
21,206
-85
| -0.4% | -$6.51K | 0.94% | 22 |
|
|
2019
Q1 | $1.72M | Sell |
21,291
-2,210
| -9% | -$179K | 1.01% | 24 |
|
|
2018
Q4 | $1.6M | Sell |
23,501
-299
| -1% | -$20.4K | 1.09% | 24 |
|
|
2018
Q3 | $2.02M | Sell |
23,800
-278
| -1% | -$23.6K | 1.17% | 24 |
|
|
2018
Q2 | $1.99M | Sell |
24,078
-1,090
| -4% | -$90.2K | 1.2% | 24 |
|
|
2018
Q1 | $1.88M | Sell |
25,168
-2,245
| -8% | -$168K | 1.13% | 24 |
|
|
2017
Q4 | $2.29M | Sell |
27,413
-599
| -2% | -$50.1K | 1.39% | 24 |
|
|
2017
Q3 | $2.3M | Sell |
28,012
-855
| -3% | -$70.1K | 1.53% | 22 |
|
|
2017
Q2 | $2.47M | Sell |
28,867
-1,273
| -4% | -$109K | 1.59% | 22 |
|
|
2017
Q1 | $2.47M | Sell |
30,140
-419
| -1% | -$34.4K | 1.67% | 22 |
|
|
2016
Q4 | $2.76M | Sell |
30,559
-281
| -0.9% | -$25.4K | 1.94% | 21 |
|
|
2016
Q3 | $2.69M | Sell |
30,840
-256
| -0.8% | -$22.3K | 1.95% | 22 |
|
|
2016
Q2 | $2.92M | Sell |
31,096
-4,845
| -13% | -$454K | 2.22% | 22 |
|
|
2016
Q1 | $3M | Buy |
35,941
+2,697
| +8% | +$225K | 2.54% | 17 |
|
|
2015
Q4 | $2.59M | Sell |
33,244
-5,147
| -13% | -$401K | 2.3% | 19 |
|
|
2015
Q3 | $2.85M | Sell |
38,391
-750
| -2% | -$55.8K | 2.13% | 18 |
|
|
2015
Q2 | $3.26M | Sell |
39,141
-2,457
| -6% | -$204K | 2.15% | 18 |
|
|
2015
Q1 | $3.54M | Sell |
41,598
-433
| -1% | -$36.8K | 2.24% | 19 |
|
|
2014
Q4 | $3.89M | Sell |
42,031
-22
| -0.1% | -$2.03K | 2.46% | 19 |
|
|
2014
Q3 | $3.96M | Sell |
42,053
-524
| -1% | -$49.3K | 2.67% | 19 |
|
|
2014
Q2 | $4.29M | Sell |
42,577
-451
| -1% | -$45.4K | 2.75% | 20 |
|
|
2014
Q1 | $4.2M | Sell |
43,028
-215
| -0.5% | -$21K | 2.8% | 19 |
|
|
2013
Q4 | $4.38M | Buy |
43,243
+4,635
| +12% | +$469K | 2.93% | 18 |
|
|
2013
Q3 | $3.32M | Sell |
38,608
-5,200
| -12% | -$447K | 2.45% | 20 |
|
|
2013
Q2 | $3.96M | Buy |
+43,808
| New | +$3.96M | 3% | 19 |
|