Wintrust Investments’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $156K | Sell |
1,453
-1,498
| -51% | -$175K | 0.14% | 121 |
|
|
2024
Q3 | $346K | Sell |
2,951
-24,729
| -89% | -$2.86M | 0.26% | 69 |
|
|
2024
Q2 | $3.19M | Buy |
27,680
+1,417
| +5% | +$165K | 0.26% | 67 |
|
|
2024
Q1 | $3.05M | Sell |
26,263
-17,520
| -40% | -$1.83M | 0.27% | 75 |
|
|
2023
Q4 | $4.27M | Sell |
43,783
-1,840
| -4% | -$193K | 0.41% | 50 |
|
|
2023
Q3 | $5.13M | Sell |
45,623
-136
| -0.3% | -$14.9K | 0.54% | 37 |
|
|
2023
Q2 | $4.68M | Buy |
45,759
+2,649
| +6% | +$289K | 0.47% | 42 |
|
|
2023
Q1 | $4.37M | Sell |
43,110
-4,874
| -10% | -$539K | 0.56% | 35 |
|
|
2022
Q4 | $4.73M | Sell |
47,984
-7,395
| -13% | -$792K | 0.62% | 34 |
|
|
2022
Q3 | $4.56M | Sell |
55,379
-21,893
| -28% | -$2M | 0.57% | 35 |
|
|
2022
Q2 | $6.05M | Sell |
77,272
-12,647
| -14% | -$1.14M | 0.72% | 30 |
|
|
2022
Q1 | $6.45M | Buy |
89,919
+60,486
| +206% | +$4.7M | 0.62% | 32 |
|
|
2021
Q4 | $1.8M | Buy |
29,433
+703
| +2% | +$43.9K | 0.17% | 112 |
|
|
2021
Q3 | $1.69M | Buy |
28,730
+15,663
| +120% | +$893K | 0.23% | 83 |
|
|
2021
Q2 | $824K | Buy |
13,067
+2,288
| +21% | +$137K | 0.08% | 188 |
|
|
2021
Q1 | $602K | Buy |
10,779
+772
| +8% | +$40.5K | 0.06% | 237 |
|
|
2020
Q4 | $412K | Sell |
10,007
-877
| -8% | -$32.9K | 0.12% | 117 |
|
|
2020
Q3 | $374K | Sell |
10,884
-882
| -7% | -$36.1K | 0.05% | 240 |
|
|
2020
Q2 | $526K | Sell |
11,766
-4,016
| -25% | -$180K | 0.07% | 184 |
|
|
2020
Q1 | $599K | Buy |
15,782
+1,298
| +9% | +$71.7K | 0.1% | 146 |
|
|
2019
Q4 | $1.01M | Buy |
14,484
+2,169
| +18% | +$150K | 0.14% | 123 |
|
|
2019
Q3 | $870K | Buy |
12,315
+6,565
| +114% | +$475K | 0.13% | 137 |
|
|
2019
Q2 | $441K | Sell |
5,750
-2,957
| -34% | -$229K | 0.07% | 215 |
|
|
2019
Q1 | $704K | Buy |
8,707
+277
| +3% | +$21.1K | 0.11% | 153 |
|
|
2018
Q4 | $575K | Sell |
8,430
-1,156
| -12% | -$90.7K | 0.11% | 165 |
|
|
2018
Q3 | $815K | Buy |
9,586
+183
| +2% | +$15K | 0.13% | 146 |
|
|
2018
Q2 | $778K | Buy |
9,403
+1,755
| +23% | +$140K | 0.14% | 151 |
|
|
2018
Q1 | $571K | Sell |
7,648
-17,959
| -70% | -$1.44M | 0.14% | 130 |
|
|
2017
Q4 | $2.14M | Sell |
25,607
-518
| -2% | -$42.8K | 0.5% | 37 |
|
|
2017
Q3 | $2.14M | Sell |
26,125
-959
| -4% | -$76.1K | 0.54% | 33 |
|
|
2017
Q2 | $2.19M | Sell |
27,084
-70
| -0.3% | -$5.73K | 0.58% | 32 |
|
|
2017
Q1 | $2.23M | Buy |
27,154
+23,613
| +667% | +$1.97M | 0.63% | 23 |
|
|
2016
Q4 | $320K | Sell |
3,541
-826
| -19% | -$72.2K | 0.13% | 148 |
|
|
2016
Q3 | $381K | Buy |
4,367
+341
| +8% | +$30.3K | 0.18% | 111 |
|
|
2016
Q2 | $77K | Buy |
+4,026
| New | +$356K | 0.15% | 54 |
|
Other funds holding XOM
Wintrust Investments's XOM Position: Q4 2024 in Review
Wintrust Investments reduced its ExxonMobil (XOM) stake by 51% in Q4 2024, selling an estimated $175K and leaving 1,453 shares worth $156K. The position accounts for 0.14% of the portfolio, ranked #121.
Wintrust Investments first reported a position in XOM in Q2 2016 and has held it in 35 quarters since. The position peaked at $6.45M in Q1 2022. 4,264 funds tracked by Wall St. Rank hold XOM as of Q4 2024.
- Wintrust Investments held 1,453 shares of ExxonMobil worth $156K as of Q4 2024.
- Wintrust Investments sold 1,498 ExxonMobil shares in Q4 2024, an estimated $175K.
- ExxonMobil made up 0.14% of Wintrust Investments's portfolio in Q4 2024, its #121 holding.
- Wintrust Investments first reported a position in ExxonMobil in Q2 2016 and has held it in 35 quarters since.
- Wintrust Investments's ExxonMobil position peaked at $6.45M in Q1 2022.
- 4,264 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.