Winch Advisory Services’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 | $723K | Buy |
6,708
+76
| +1% | +$8.19K | 0.18% | 58 |
|
|
2025
Q1 | $789K | Buy |
6,632
+213
| +3% | +$25.3K | 0.21% | 53 |
|
|
2024
Q4 | $691K | Buy |
6,419
+1,399
| +28% | +$150K | 0.18% | 57 |
|
|
2024
Q3 | $588K | Buy |
5,020
+98
| +2% | +$11.5K | 0.16% | 57 |
|
|
2024
Q2 | $567K | Buy |
4,922
+537
| +12% | +$61.8K | 0.16% | 56 |
|
|
2024
Q1 | $510K | Buy |
4,385
+1,287
| +42% | +$150K | 0.16% | 57 |
|
|
2023
Q4 | $310K | Buy |
3,098
+148
| +5% | +$14.8K | 0.1% | 71 |
|
|
2023
Q3 | $347K | Buy |
2,950
+16
| +0.5% | +$1.88K | 0.13% | 63 |
|
|
2023
Q2 | $315K | Buy |
2,934
+361
| +14% | +$38.8K | 0.11% | 66 |
|
|
2023
Q1 | $282K | Buy |
2,573
+16
| +0.6% | +$1.75K | 0.11% | 70 |
|
|
2022
Q4 | $282K | Buy |
2,557
+1,104
| +76% | +$122K | 0.12% | 71 |
|
|
2022
Q3 | $127K | Buy |
1,453
+70
| +5% | +$6.12K | 0.05% | 83 |
|
|
2022
Q2 | $118K | Buy |
1,383
+181
| +15% | +$15.4K | 0.05% | 88 |
|
|
2022
Q1 | $99K | Sell |
1,202
-65
| -5% | -$5.35K | 0.03% | 97 |
|
|
2021
Q4 | $78K | Sell |
1,267
-196
| -13% | -$12.1K | 0.03% | 106 |
|
|
2021
Q3 | $86K | Buy |
1,463
+75
| +5% | +$4.41K | 0.03% | 99 |
|
|
2021
Q2 | $88K | Buy |
1,388
+16
| +1% | +$1.01K | 0.03% | 95 |
|
|
2021
Q1 | $77K | Buy |
1,372
+47
| +4% | +$2.64K | 0.03% | 90 |
|
|
2020
Q4 | $55K | Sell |
1,325
-73
| -5% | -$3.03K | 0.02% | 97 |
|
|
2020
Q3 | $48K | Sell |
1,398
-267
| -16% | -$9.17K | 0.02% | 96 |
|
|
2020
Q2 | $74K | Buy |
1,665
+21
| +1% | +$933 | 0.04% | 76 |
|
|
2020
Q1 | $62K | Sell |
1,644
-23,444
| -93% | -$884K | 0.03% | 76 |
|
|
2019
Q4 | $1.75M | Sell |
25,088
-730
| -3% | -$51K | 0.83% | 27 |
|
|
2019
Q3 | $1.82M | Sell |
25,818
-207
| -0.8% | -$14.6K | 0.95% | 25 |
|
|
2019
Q2 | $1.99M | Buy |
26,025
+809
| +3% | +$62K | 1.04% | 26 |
|
|
2019
Q1 | $2.04M | Buy |
25,216
+607
| +2% | +$49K | 1.13% | 30 |
|
|
2018
Q4 | $1.68M | Sell |
24,609
-723
| -3% | -$49.3K | 0.93% | 28 |
|
|
2018
Q3 | $2.15M | Buy |
25,332
+1,865
| +8% | +$159K | 1.08% | 33 |
|
|
2018
Q2 | $1.94M | Buy |
23,467
+1,704
| +8% | +$141K | 1.05% | 33 |
|
|
2018
Q1 | $1.62M | Buy |
21,763
+608
| +3% | +$45.4K | 0.95% | 32 |
|
|
2017
Q4 | $1.77M | Sell |
21,155
-1,538
| -7% | -$129K | 1.06% | 28 |
|
|
2017
Q3 | $1.86M | Sell |
22,693
-2,334
| -9% | -$191K | 1.21% | 26 |
|
|
2017
Q2 | $2.02M | Sell |
25,027
-748
| -3% | -$60.4K | 1.27% | 26 |
|
|
2017
Q1 | $2.11M | Buy |
25,775
+60
| +0.2% | +$4.92K | 1.34% | 26 |
|
|
2016
Q4 | $2.32M | Sell |
25,715
-2,792
| -10% | -$252K | 1.6% | 22 |
|
|
2016
Q3 | $2.49M | Buy |
28,507
+24,761
| +661% | +$2.16M | 2.03% | 16 |
|
|
2016
Q2 | $351K | Buy |
3,746
+569
| +18% | +$53.3K | 0.43% | 32 |
|
|
2016
Q1 | $266K | Buy |
3,177
+25
| +0.8% | +$2.09K | 0.43% | 23 |
|
|
2015
Q4 | $246K | Sell |
3,152
-1,192
| -27% | -$93K | 0.28% | 27 |
|
|
2015
Q3 | $323K | Sell |
4,344
-188
| -4% | -$14K | 0.47% | 31 |
|
|
2015
Q2 | $377K | Sell |
4,532
-24
| -0.5% | -$2K | 0.21% | 78 |
|
|
2015
Q1 | $387K | Sell |
4,556
-11,460
| -72% | -$973K | 0.23% | 51 |
|
|
2014
Q4 | $1.48M | Sell |
16,016
-604
| -4% | -$55.9K | 0.81% | 24 |
|
|
2014
Q3 | $1.56M | Sell |
16,620
-1,956
| -11% | -$184K | 1% | 32 |
|
|
2014
Q2 | $1.87M | Sell |
18,576
-5,538
| -23% | -$557K | 1.1% | 29 |
|
|
2014
Q1 | $2.36M | Buy |
+24,114
| New | +$2.36M | 1.49% | 21 |
|