Wills Financial Group’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 | $1.2M | Buy |
11,094
+584
| +6% | +$63K | 0.52% | 37 |
|
|
2025
Q1 | $1.25M | Buy |
10,510
+3,093
| +42% | +$368K | 0.55% | 36 |
|
|
2024
Q4 | $798K | Buy |
7,417
+4
| +0.1% | +$430 | 0.34% | 42 |
|
|
2024
Q3 | $869K | Buy |
7,413
+4
| +0.1% | +$469 | 0.36% | 41 |
|
|
2024
Q2 | $853K | Sell |
7,409
-161
| -2% | -$18.5K | 0.39% | 39 |
|
|
2024
Q1 | $880K | Buy |
7,570
+4
| +0.1% | +$465 | 0.41% | 37 |
|
|
2023
Q4 | $756K | Sell |
7,566
-1,856
| -20% | -$186K | 0.38% | 38 |
|
|
2023
Q3 | $1.11M | Sell |
9,422
-1,162
| -11% | -$137K | 0.6% | 39 |
|
|
2023
Q2 | $1.14M | Sell |
10,584
-5
| -0% | -$536 | 0.58% | 36 |
|
|
2023
Q1 | $1.16M | Buy |
10,589
+4
| +0% | +$439 | 0.63% | 35 |
|
|
2022
Q4 | $1.17M | Buy |
10,585
+350
| +3% | +$38.6K | 0.65% | 33 |
|
|
2022
Q3 | $894K | Sell |
10,235
-245
| -2% | -$21.4K | 0.5% | 36 |
|
|
2022
Q2 | $898K | Sell |
10,480
-1,571
| -13% | -$135K | 0.44% | 41 |
|
|
2022
Q1 | $995K | Buy |
12,051
+566
| +5% | +$46.7K | 0.42% | 42 |
|
|
2021
Q4 | $702K | Buy |
11,485
+1,707
| +17% | +$104K | 0.28% | 51 |
|
|
2021
Q3 | $575K | Sell |
9,778
-5,155
| -35% | -$303K | 0.26% | 48 |
|
|
2021
Q2 | $942K | Buy |
14,933
+4,659
| +45% | +$294K | 0.41% | 43 |
|
|
2021
Q1 | $573K | Sell |
10,274
-2,227
| -18% | -$124K | 0.28% | 45 |
|
|
2020
Q4 | $515K | Sell |
12,501
-230
| -2% | -$9.48K | 0.26% | 44 |
|
|
2020
Q3 | $437K | Sell |
12,731
-12,781
| -50% | -$439K | 0.25% | 44 |
|
|
2020
Q2 | $1.14M | Buy |
25,512
+2,885
| +13% | +$129K | 0.71% | 35 |
|
|
2020
Q1 | $859K | Sell |
22,627
-9,407
| -29% | -$357K | 0.61% | 38 |
|
|
2019
Q4 | $2.24M | Sell |
32,034
-6,933
| -18% | -$484K | 1.28% | 29 |
|
|
2019
Q3 | $2.75M | Sell |
38,967
-2,856
| -7% | -$202K | 1.76% | 21 |
|
|
2019
Q2 | $3.21M | Sell |
41,823
-1,582
| -4% | -$121K | 2.09% | 18 |
|
|
2019
Q1 | $3.51M | Sell |
43,405
-4,454
| -9% | -$360K | 2.38% | 15 |
|
|
2018
Q4 | $3.26M | Sell |
47,859
-3,228
| -6% | -$220K | 2.51% | 13 |
|
|
2018
Q3 | $4.34M | Sell |
51,087
-458
| -0.9% | -$38.9K | 2.87% | 10 |
|
|
2018
Q2 | $4.26M | Sell |
51,545
-616
| -1% | -$51K | 3.09% | 10 |
|
|
2018
Q1 | $3.89M | Sell |
52,161
-6,196
| -11% | -$462K | 2.88% | 10 |
|
|
2017
Q4 | $4.88M | Sell |
58,357
-8,258
| -12% | -$691K | 3.4% | 7 |
|
|
2017
Q3 | $5.46M | Sell |
66,615
-5,403
| -8% | -$443K | 4.01% | 6 |
|
|
2017
Q2 | $5.81M | Sell |
72,018
-3,128
| -4% | -$253K | 4.31% | 5 |
|
|
2017
Q1 | $6.16M | Sell |
75,146
-3,460
| -4% | -$284K | 4.72% | 3 |
|
|
2016
Q4 | $7.1M | Buy |
78,606
+2,306
| +3% | +$208K | 5.77% | 2 |
|
|
2016
Q3 | $6.66M | Sell |
76,300
-534
| -0.7% | -$46.6K | 5.82% | 1 |
|
|
2016
Q2 | $7.2M | Buy |
76,834
+72
| +0.1% | +$6.75K | 6% | 1 |
|
|
2016
Q1 | $6.42M | Sell |
76,762
-2,339
| -3% | -$196K | 5.53% | 2 |
|
|
2015
Q4 | $6.17M | Sell |
79,101
-1,395
| -2% | -$109K | 5.42% | 2 |
|
|
2015
Q3 | $5.98M | Sell |
80,496
-7,007
| -8% | -$521K | 5.52% | 2 |
|
|
2015
Q2 | $7.28M | Sell |
87,503
-6,444
| -7% | -$536K | 6.21% | 1 |
|
|
2015
Q1 | $7.99M | Sell |
93,947
-2,170
| -2% | -$184K | 6.58% | 1 |
|
|
2014
Q4 | $8.89M | Buy |
96,117
+387
| +0.4% | +$35.8K | 7.21% | 1 |
|
|
2014
Q3 | $9M | Buy |
95,730
+3,371
| +4% | +$317K | 7.62% | 1 |
|
|
2014
Q2 | $9.3M | Buy |
92,359
+2,665
| +3% | +$268K | 7.71% | 1 |
|
|
2014
Q1 | $8.76M | Buy |
89,694
+1,999
| +2% | +$195K | 8.33% | 1 |
|
|
2013
Q4 | $8.87M | Buy |
+87,695
| New | +$8.87M | 9.13% | 1 |
|