Winch Advisory Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $691K | Buy |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $567K | Buy |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $127K | Buy |
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|
2022
Q2 | $118K | Buy |
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|
2022
Q1 | $99K | Sell |
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|
2021
Q4 | $78K | Sell |
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|
2021
Q3 | $86K | Buy |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $77K | Buy |
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|
2020
Q4 | $55K | Sell |
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|
2020
Q3 | $48K | Sell |
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|
2020
Q2 | $74K | Buy |
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|
2020
Q1 | $62K | Sell |
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|
2019
Q4 | $1.75M | Sell |
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|
2019
Q3 | $1.82M | Sell |
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|
2019
Q2 | $1.99M | Buy |
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|
2019
Q1 | $2.04M | Buy |
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|
2018
Q4 | $1.68M | Sell |
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|
2018
Q3 | $2.15M | Buy |
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|
2018
Q2 | $1.94M | Buy |
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|
2018
Q1 | $1.62M | Buy |
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|
2017
Q4 | $1.77M | Sell |
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|
2017
Q3 | $1.86M | Sell |
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|
2017
Q2 | $2.02M | Sell |
|
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|
2017
Q1 | $2.11M | Buy |
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|
2016
Q4 | $2.32M | Sell |
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|
2016
Q3 | $2.49M | Buy |
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|
2016
Q2 | $351K | Buy |
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|
2016
Q1 | $266K | Buy |
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|
2015
Q4 | $246K | Sell |
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|
2015
Q3 | $323K | Sell |
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|
2015
Q2 | $377K | Sell |
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|
2015
Q1 | $387K | Sell |
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|
2014
Q4 | $1.48M | Sell |
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|
2014
Q3 | $1.56M | Sell |
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|
2014
Q2 | $1.87M | Sell |
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|
2014
Q1 | $2.35M | Buy |
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