Whitegate Investment Counselors’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 | $753K | Buy |
6,981
+13
| +0.2% | +$1.4K | 0.26% | 46 |
|
|
2025
Q1 | $829K | Buy |
6,968
+12
| +0.2% | +$1.43K | 0.29% | 42 |
|
|
2024
Q4 | $748K | Buy |
6,956
+210
| +3% | +$22.6K | 0.26% | 44 |
|
|
2024
Q3 | $791K | Buy |
6,746
+12
| +0.2% | +$1.41K | 0.21% | 44 |
|
|
2024
Q2 | $775K | Buy |
6,734
+11
| +0.2% | +$1.27K | 0.22% | 41 |
|
|
2024
Q1 | $782K | Sell |
6,723
-71
| -1% | -$8.25K | 0.22% | 41 |
|
|
2023
Q4 | $679K | Buy |
6,794
+13
| +0.2% | +$1.3K | 0.21% | 42 |
|
|
2023
Q3 | $797K | Buy |
6,781
+92
| +1% | +$10.8K | 0.27% | 38 |
|
|
2023
Q2 | $717K | Buy |
6,689
+10
| +0.1% | +$1.07K | 0.24% | 40 |
|
|
2023
Q1 | $732K | Buy |
6,679
+11
| +0.2% | +$1.21K | 0.24% | 41 |
|
|
2022
Q4 | $736K | Sell |
6,668
-2,204
| -25% | -$243K | 0.25% | 41 |
|
|
2022
Q3 | $775K | Buy |
8,872
+11
| +0.1% | +$961 | 0.29% | 39 |
|
|
2022
Q2 | $759K | Buy |
8,861
+27
| +0.3% | +$2.31K | 0.28% | 38 |
|
|
2022
Q1 | $730K | Buy |
8,834
+11
| +0.1% | +$909 | 0.23% | 38 |
|
|
2021
Q4 | $540K | Sell |
8,823
-47,078
| -84% | -$2.88M | 0.16% | 43 |
|
|
2021
Q3 | $3.29M | Buy |
55,901
+5,583
| +11% | +$328K | 0.47% | 59 |
|
|
2021
Q2 | $3.17M | Sell |
50,318
-1,754
| -3% | -$111K | 0.45% | 62 |
|
|
2021
Q1 | $2.91M | Sell |
52,072
-1,480
| -3% | -$82.6K | 0.44% | 62 |
|
|
2020
Q4 | $2.21M | Sell |
53,552
-2,479
| -4% | -$102K | 0.36% | 67 |
|
|
2020
Q3 | $1.92M | Sell |
56,031
-5,418
| -9% | -$186K | 0.35% | 69 |
|
|
2020
Q2 | $2.75M | Sell |
61,449
-1,347
| -2% | -$60.2K | 0.55% | 56 |
|
|
2020
Q1 | $2.38M | Buy |
62,796
+452
| +0.7% | +$17.2K | 0.58% | 59 |
|
|
2019
Q4 | $4.35M | Sell |
62,344
-1,853
| -3% | -$129K | 0.79% | 43 |
|
|
2019
Q3 | $4.53M | Sell |
64,197
-797
| -1% | -$56.3K | 0.89% | 38 |
|
|
2019
Q2 | $4.98M | Sell |
64,994
-700
| -1% | -$53.6K | 1% | 35 |
|
|
2019
Q1 | $5.31M | Sell |
65,694
-218
| -0.3% | -$17.6K | 1.1% | 29 |
|
|
2018
Q4 | $4.5M | Sell |
65,912
-1,320
| -2% | -$90K | 1.04% | 30 |
|
|
2018
Q3 | $5.72M | Sell |
67,232
-2,724
| -4% | -$232K | 1.17% | 26 |
|
|
2018
Q2 | $5.79M | Sell |
69,956
-900
| -1% | -$74.5K | 1.18% | 24 |
|
|
2018
Q1 | $5.29M | Sell |
70,856
-422
| -0.6% | -$31.5K | 1.13% | 25 |
|
|
2017
Q4 | $5.96M | Sell |
71,278
-800
| -1% | -$66.9K | 1.24% | 22 |
|
|
2017
Q3 | $5.91M | Sell |
72,078
-438
| -0.6% | -$35.9K | 1.3% | 22 |
|
|
2017
Q2 | $5.85M | Sell |
72,516
-303
| -0.4% | -$24.5K | 1.32% | 20 |
|
|
2017
Q1 | $5.97M | Buy |
72,819
+346
| +0.5% | +$28.4K | 1.43% | 18 |
|
|
2016
Q4 | $6.54M | Sell |
72,473
-547
| -0.7% | -$49.4K | 1.75% | 13 |
|
|
2016
Q3 | $6.37M | Buy |
73,020
+1,700
| +2% | +$148K | 1.73% | 14 |
|
|
2016
Q2 | $6.69M | Buy |
+71,320
| New | +$6.69M | 1.86% | 11 |
|
|
2014
Q1 | $5.91M | Buy |
+70,720
| New | +$5.91M | 1.62% | 15 |
|