WCM
Whitener Capital Management’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.82M | Buy |
44,727
+2,827
| +7% | +$305K | 1.28% | 19 |
|
2025
Q1 | $4.98M | Buy |
41,900
+1,295
| +3% | +$154K | 1.41% | 17 |
|
2024
Q4 | $4.37M | Buy |
40,605
+1,433
| +4% | +$154K | 1.22% | 19 |
|
2024
Q3 | $4.59M | Buy |
39,172
+1,760
| +5% | +$206K | 1.3% | 19 |
|
2024
Q2 | $4.31M | Buy |
37,412
+3,380
| +10% | +$389K | 1.3% | 20 |
|
2024
Q1 | $3.96M | Buy |
34,032
+122
| +0.4% | +$14.2K | 1.29% | 22 |
|
2023
Q4 | $3.39M | Sell |
33,910
-564
| -2% | -$56.4K | 1.23% | 24 |
|
2023
Q3 | $4.05M | Sell |
34,474
-22
| -0.1% | -$2.59K | 1.62% | 18 |
|
2023
Q2 | $3.7M | Buy |
34,496
+1,175
| +4% | +$126K | 1.42% | 23 |
|
2023
Q1 | $3.65M | Buy |
33,321
+7,301
| +28% | +$801K | 1.53% | 20 |
|
2022
Q4 | $2.87M | Buy |
26,020
+1,170
| +5% | +$129K | 1.25% | 22 |
|
2022
Q3 | $2.17M | Buy |
24,850
+400
| +2% | +$34.9K | 1.03% | 26 |
|
2022
Q2 | $2.09M | Buy |
24,450
+676
| +3% | +$57.9K | 0.94% | 28 |
|
2022
Q1 | $1.96M | Buy |
23,774
+35
| +0.1% | +$2.89K | 0.74% | 34 |
|
2021
Q4 | $1.45M | Buy |
23,739
+3,705
| +18% | +$227K | 0.52% | 49 |
|
2021
Q3 | $825K | Sell |
20,034
-3,975
| -17% | -$164K | 0.38% | 66 |
|
2021
Q2 | $1.51M | Buy |
24,009
+475
| +2% | +$30K | 0.6% | 45 |
|
2021
Q1 | $1.31M | Buy |
23,534
+3,500
| +17% | +$195K | 0.57% | 50 |
|
2020
Q4 | $825K | Sell |
20,034
-23,242
| -54% | -$957K | 0.38% | 67 |
|
2020
Q3 | $1.49M | Sell |
43,276
-6,394
| -13% | -$219K | 0.72% | 40 |
|
2020
Q2 | $2.22M | Sell |
49,670
-160
| -0.3% | -$7.15K | 1.16% | 18 |
|
2020
Q1 | $1.89M | Buy |
49,830
+261
| +0.5% | +$9.91K | 1.22% | 16 |
|
2019
Q4 | $3.46M | Buy |
49,569
+2,962
| +6% | +$207K | 1.79% | 16 |
|
2019
Q3 | $3.29M | Buy |
46,607
+1,010
| +2% | +$71.3K | 1.81% | 12 |
|
2019
Q2 | $3.49M | Buy |
45,597
+4,662
| +11% | +$357K | 1.99% | 11 |
|
2019
Q1 | $3.31M | Buy |
40,935
+319
| +0.8% | +$25.8K | 2.16% | 9 |
|
2018
Q4 | $2.77M | Sell |
40,616
-581
| -1% | -$39.6K | 2.04% | 9 |
|
2018
Q3 | $3.5M | Buy |
41,197
+1,314
| +3% | +$112K | 2.3% | 8 |
|
2018
Q2 | $3.3M | Buy |
39,883
+377
| +1% | +$31.2K | 2.59% | 8 |
|
2018
Q1 | $2.95M | Buy |
39,506
+8,104
| +26% | +$605K | 2.25% | 8 |
|
2017
Q4 | $2.63M | Buy |
+31,402
| New | +$2.63M | 2.26% | 9 |
|