Wheatland Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,603
| Closed | -$461K | – | 85 |
|
|
2019
Q4 | $461K | Sell |
6,603
-2,000
| -23% | -$140K | 0.59% | 62 |
|
|
2019
Q3 | $607K | Sell |
8,603
-1,100
| -11% | -$77.6K | 0.55% | 58 |
|
|
2019
Q2 | $744K | Hold |
9,703
| – | – | 0.56% | 57 |
|
|
2019
Q1 | $784K | Buy |
9,703
+1,500
| +18% | +$121K | 0.6% | 57 |
|
|
2018
Q4 | $559K | Sell |
8,203
-100
| -1% | -$6.82K | 0.49% | 64 |
|
|
2018
Q3 | $706K | Hold |
8,303
| – | – | 0.53% | 60 |
|
|
2018
Q2 | $687K | Hold |
8,303
| – | – | 0.56% | 59 |
|
|
2018
Q1 | $619K | Buy |
8,303
+100
| +1% | +$7.46K | 0.51% | 60 |
|
|
2017
Q4 | $686K | Hold |
8,203
| – | – | 0.55% | 57 |
|
|
2017
Q3 | $672K | Hold |
8,203
| – | – | 0.57% | 56 |
|
|
2017
Q2 | $662K | Sell |
8,203
-100
| -1% | -$8.07K | 0.6% | 55 |
|
|
2017
Q1 | $681K | Sell |
8,303
-1,010
| -11% | -$82.8K | 0.61% | 54 |
|
|
2016
Q4 | $841K | Hold |
9,313
| – | – | 0.75% | 48 |
|
|
2016
Q3 | $813K | Hold |
9,313
| – | – | 0.76% | 47 |
|
|
2016
Q2 | $873K | Buy |
9,313
+50
| +0.5% | +$4.69K | 0.84% | 43 |
|
|
2016
Q1 | $774K | Hold |
9,263
| – | – | 0.79% | 44 |
|
|
2015
Q4 | $722K | Sell |
9,263
-450
| -5% | -$35.1K | 0.74% | 49 |
|
|
2015
Q3 | $722K | Sell |
9,713
-400
| -4% | -$29.7K | 0.78% | 44 |
|
|
2015
Q2 | $841K | Sell |
10,113
-7
| -0.1% | -$582 | 0.81% | 45 |
|
|
2015
Q1 | $860K | Hold |
10,120
| – | – | 0.86% | 45 |
|
|
2014
Q4 | $936K | Sell |
10,120
-50
| -0.5% | -$4.63K | 0.91% | 43 |
|
|
2014
Q3 | $956K | Buy |
10,170
+157
| +2% | +$14.8K | 0.96% | 44 |
|
|
2014
Q2 | $1.13M | Hold |
10,013
| – | – | 1.03% | 40 |
|
|
2014
Q1 | $978K | Sell |
10,013
-100
| -1% | -$9.77K | 1% | 42 |
|
|
2013
Q4 | $1.02M | Buy |
+10,113
| New | +$1.02M | 1.07% | 40 |
|