WGAM
Wilkinson Global Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
22,643
-310
| -1% | -$33.4K | 0.15% | 33 |
|
|
2025
Q1 | $2.73M | Sell |
22,953
-453
| -2% | -$53.9K | 0.17% | 33 |
|
|
2024
Q4 | $2.52M | Sell |
23,406
-782
| -3% | -$84.1K | 0.15% | 35 |
|
|
2024
Q3 | $2.84M | Sell |
24,188
-332
| -1% | -$38.9K | 0.17% | 34 |
|
|
2024
Q2 | $2.82M | Buy |
24,520
+762
| +3% | +$87.7K | 0.18% | 33 |
|
|
2024
Q1 | $2.76M | Sell |
23,758
-680
| -3% | -$79K | 0.17% | 34 |
|
|
2023
Q4 | $2.44M | Sell |
24,438
-80
| -0.3% | -$8K | 0.17% | 34 |
|
|
2023
Q3 | $2.88M | Hold |
24,518
| – | – | 0.22% | 32 |
|
|
2023
Q2 | $2.63M | Sell |
24,518
-100
| -0.4% | -$10.7K | 0.2% | 31 |
|
|
2023
Q1 | $2.7M | Hold |
24,618
| – | – | 0.21% | 31 |
|
|
2022
Q4 | $2.72M | Hold |
24,618
| – | – | 0.23% | 31 |
|
|
2022
Q3 | $2.15M | Sell |
24,618
-1,000
| -4% | -$87.3K | 0.19% | 33 |
|
|
2022
Q2 | $2.19M | Hold |
25,618
| – | – | 0.19% | 35 |
|
|
2022
Q1 | $2.12M | Sell |
25,618
-300
| -1% | -$24.8K | 0.14% | 40 |
|
|
2021
Q4 | $1.59M | Sell |
25,918
-90
| -0.3% | -$5.51K | 0.09% | 48 |
|
|
2021
Q3 | $1.53M | Sell |
26,008
-1,513
| -5% | -$89K | 0.09% | 47 |
|
|
2021
Q2 | $1.74M | Buy |
27,521
+390
| +1% | +$24.6K | 0.1% | 49 |
|
|
2021
Q1 | $1.52M | Buy |
+27,131
| New | +$1.52M | 0.1% | 50 |
|