Wimmer Associates 1’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
$1.06M Sell
9,814
-40
-0.4% -$4.31K 0.54% 49
2025
Q1
$1.08M Sell
9,854
-827
-8% -$90.5K 0.57% 44
2024
Q4
$1.15M Buy
10,681
+220
+2% +$23.7K 0.57% 45
2024
Q3
$1.23M Buy
10,461
+1,010
+11% +$118K 0.6% 41
2024
Q2
$1.09M Buy
9,451
+96
+1% +$11.1K 0.56% 45
2024
Q1
$1.09M Sell
9,355
-65
-0.7% -$7.56K 0.57% 45
2023
Q4
$942K Buy
9,420
+90
+1% +$9K 0.53% 47
2023
Q3
$1.1M Buy
9,330
+680
+8% +$80K 0.68% 38
2023
Q2
$928K Sell
8,650
-47
-0.5% -$5.04K 0.56% 47
2023
Q1
$914K Sell
8,697
-384
-4% -$40.3K 0.58% 46
2022
Q4
$1M Buy
9,081
+56
+0.6% +$6.18K 0.66% 45
2022
Q3
$1M Sell
9,025
-140
-2% -$15.5K 0.66% 43
2022
Q2
$785K Sell
9,165
-502
-5% -$43K 0.51% 51
2022
Q1
$798K Sell
9,667
-3
-0% -$248 0.44% 53
2021
Q4
$592K Hold
9,670
0.32% 70
2021
Q3
$569K Sell
9,670
-195
-2% -$11.5K 0.34% 71
2021
Q2
$622K Buy
9,865
+1,613
+20% +$102K 0.36% 65
2021
Q1
$461K Sell
8,252
-3,851
-32% -$215K 0.25% 79
2020
Q4
$499K Buy
12,103
+42
+0.3% +$1.73K 0.3% 69
2020
Q3
$414K Sell
12,061
-235
-2% -$8.07K 0.28% 72
2020
Q2
$547K Sell
12,296
-4,103
-25% -$183K 0.43% 54
2020
Q1
$623K Buy
16,399
+459
+3% +$17.4K 0.58% 49
2019
Q4
$1.11M Sell
15,940
-1,014
-6% -$70.7K 0.89% 37
2019
Q3
$1.2M Sell
16,954
-862
-5% -$60.9K 1.04% 35
2019
Q2
$1.37M Buy
17,816
+108
+0.6% +$8.28K 1.19% 31
2019
Q1
$1.43M Sell
17,708
-323
-2% -$26.1K 1.27% 30
2018
Q4
$1.23M Sell
18,031
-3,180
-15% -$217K 1.22% 31
2018
Q3
$1.8M Buy
21,211
+63
+0.3% +$5.36K 1.5% 25
2018
Q2
$1.75M Sell
21,148
-243
-1% -$20.1K 1.56% 22
2018
Q1
$1.6M Sell
21,391
-78
-0.4% -$5.82K 1.41% 28
2017
Q4
$1.8M Sell
21,469
-813
-4% -$68K 1.62% 23
2017
Q3
$1.83M Sell
22,282
-1,734
-7% -$142K 1.68% 21
2017
Q2
$1.94M Sell
24,016
-2,686
-10% -$217K 1.79% 16
2017
Q1
$2.19M Sell
26,702
-1,458
-5% -$120K 2.05% 12
2016
Q4
$2.54M Buy
28,160
+517
+2% +$46.7K 2.36% 5
2016
Q3
$2.41M Sell
27,643
-149
-0.5% -$13K 2.17% 10
2016
Q2
$2.61M Sell
27,792
-170
-0.6% -$15.9K 2.32% 8
2016
Q1
$2.34M Buy
27,962
+4,636
+20% +$387K 2.14% 11
2015
Q4
$1.82M Buy
+23,326
New +$1.82M 1.91% 14