Whitney & Co’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 | $1.14M | Sell |
10,619
-125
| -1% | -$13.5K | 0.11% | 71 |
|
|
2025
Q1 | $1.28M | Sell |
10,744
-177
| -2% | -$21.1K | 0.14% | 70 |
|
|
2024
Q4 | $1.17M | Sell |
10,921
-10
| -0.1% | -$1.08K | 0.12% | 67 |
|
|
2024
Q3 | $1.28M | Sell |
10,931
-460
| -4% | -$53.9K | 0.14% | 67 |
|
|
2024
Q2 | $1.31M | Sell |
11,391
-269
| -2% | -$31K | 0.15% | 65 |
|
|
2024
Q1 | $1.36M | Buy |
11,660
+25
| +0.2% | +$2.91K | 0.16% | 65 |
|
|
2023
Q4 | $1.16M | Buy |
11,635
+16
| +0.1% | +$1.6K | 0.15% | 63 |
|
|
2023
Q3 | $1.37M | Hold |
11,619
| – | – | 0.21% | 59 |
|
|
2023
Q2 | $1.25M | Hold |
11,619
| – | – | 0.18% | 62 |
|
|
2023
Q1 | $1.27M | Sell |
11,619
-498
| -4% | -$54.6K | 0.2% | 61 |
|
|
2022
Q4 | $1.34M | Sell |
12,117
-50
| -0.4% | -$5.52K | 0.25% | 59 |
|
|
2022
Q3 | $1.06M | Sell |
12,167
-22
| -0.2% | -$1.92K | 0.21% | 63 |
|
|
2022
Q2 | $1.04M | Sell |
12,189
-78
| -0.6% | -$6.68K | 0.19% | 68 |
|
|
2022
Q1 | $1.01M | Sell |
12,267
-240
| -2% | -$19.8K | 0.16% | 73 |
|
|
2021
Q4 | $765K | Buy |
12,507
+78
| +0.6% | +$4.77K | 0.11% | 78 |
|
|
2021
Q3 | $731K | Sell |
12,429
-62
| -0.5% | -$3.65K | 0.12% | 76 |
|
|
2021
Q2 | $788K | Buy |
12,491
+75
| +0.6% | +$4.73K | 0.13% | 71 |
|
|
2021
Q1 | $693K | Buy |
12,416
+77
| +0.6% | +$4.3K | 0.12% | 74 |
|
|
2020
Q4 | $566K | Sell |
12,339
-1,358
| -10% | -$62.3K | 0.09% | 83 |
|
|
2020
Q3 | $470K | Sell |
13,697
-746
| -5% | -$25.6K | 0.09% | 82 |
|
|
2020
Q2 | $646K | Buy |
14,443
+4,901
| +51% | +$219K | 0.13% | 69 |
|
|
2020
Q1 | $362K | Buy |
9,542
+1,474
| +18% | +$55.9K | 0.09% | 81 |
|
|
2019
Q4 | $563K | Hold |
8,068
| – | – | 0.11% | 84 |
|
|
2019
Q3 | $578K | Buy |
8,068
+550
| +7% | +$39.4K | 0.12% | 82 |
|
|
2019
Q2 | $576K | Buy |
7,518
+104
| +1% | +$7.97K | 0.13% | 79 |
|
|
2019
Q1 | $595K | Sell |
7,414
-704
| -9% | -$56.5K | 0.13% | 77 |
|
|
2018
Q4 | $607K | Sell |
8,118
-1,805
| -18% | -$135K | 0.16% | 79 |
|
|
2018
Q3 | $811K | Sell |
9,923
-1,364
| -12% | -$111K | 0.2% | 76 |
|
|
2018
Q2 | $934K | Sell |
11,287
-500
| -4% | -$41.4K | 0.25% | 69 |
|
|
2018
Q1 | $879K | Sell |
11,787
-49,749
| -81% | -$3.71M | 0.25% | 74 |
|
|
2017
Q4 | $5.15M | Sell |
61,536
-287
| -0.5% | -$24K | 1.49% | 22 |
|
|
2017
Q3 | $4.99M | Hold |
61,823
| – | – | 1.67% | 20 |
|
|
2017
Q2 | $4.99M | Buy |
61,823
+7,317
| +13% | +$591K | 1.64% | 20 |
|
|
2017
Q1 | $4.47M | Buy |
54,506
+2,493
| +5% | +$204K | 1.62% | 23 |
|
|
2016
Q4 | $4.7M | Sell |
52,013
-345
| -0.7% | -$31.1K | 1.77% | 17 |
|
|
2016
Q3 | $4.57M | Buy |
52,358
+614
| +1% | +$53.6K | 1.83% | 17 |
|
|
2016
Q2 | $4.85M | Buy |
51,744
+786
| +2% | +$73.7K | 1.97% | 13 |
|
|
2016
Q1 | $4.26M | Buy |
50,958
+1,605
| +3% | +$134K | 1.83% | 16 |
|
|
2015
Q4 | $3.85M | Sell |
49,353
-310
| -0.6% | -$24.2K | 1.68% | 17 |
|
|
2015
Q3 | $3.69M | Buy |
49,663
+3,470
| +8% | +$258K | 1.67% | 17 |
|
|
2015
Q2 | $3.84M | Buy |
46,193
+835
| +2% | +$69.5K | 1.68% | 16 |
|
|
2015
Q1 | $3.86M | Buy |
45,358
+298
| +0.7% | +$25.3K | 1.73% | 13 |
|
|
2014
Q4 | $4.17M | Buy |
45,060
+1,427
| +3% | +$132K | 1.87% | 13 |
|
|
2014
Q3 | $4.1M | Sell |
43,633
-531
| -1% | -$49.9K | 1.89% | 11 |
|
|
2014
Q2 | $4.45M | Sell |
44,164
-272
| -0.6% | -$27.4K | 2.05% | 9 |
|
|
2014
Q1 | $4.34M | Sell |
44,436
-550
| -1% | -$53.7K | 2.19% | 7 |
|
|
2013
Q4 | $4.55M | Buy |
44,986
+4,284
| +11% | +$434K | 2.51% | 4 |
|
|
2013
Q3 | $3.5M | Buy |
40,702
+125
| +0.3% | +$10.8K | 2.45% | 5 |
|
|
2013
Q2 | $3.67M | Buy |
+40,577
| New | +$3.67M | 2.68% | 4 |
|