Wisconsin Capital Management’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 | $2.79M | Sell |
25,875
-2,000
| -7% | -$216K | 1.54% | 23 |
|
|
2025
Q1 | $3.32M | Sell |
27,875
-1,070
| -4% | -$127K | 2.11% | 21 |
|
|
2024
Q4 | $3.11M | Hold |
28,945
| – | – | 1.71% | 24 |
|
|
2024
Q3 | $3.39M | Buy |
28,945
+270
| +0.9% | +$31.6K | 1.78% | 24 |
|
|
2024
Q2 | $3.3M | Hold |
28,675
| – | – | 1.67% | 26 |
|
|
2024
Q1 | $3.33M | Hold |
28,675
| – | – | 1.75% | 28 |
|
|
2023
Q4 | $2.87M | Sell |
28,675
-670
| -2% | -$67K | 1.7% | 28 |
|
|
2023
Q3 | $3.45M | Sell |
29,345
-570
| -2% | -$67K | 2.28% | 18 |
|
|
2023
Q2 | $3.21M | Sell |
29,915
-600
| -2% | -$64.4K | 2.08% | 21 |
|
|
2023
Q1 | $3.35M | Hold |
30,515
| – | – | 2.28% | 19 |
|
|
2022
Q4 | $3.37M | Buy |
30,515
+30
| +0.1% | +$3.31K | 2.56% | 16 |
|
|
2022
Q3 | $2.66M | Buy |
30,485
+27,985
| +1,119% | +$2.44M | 2.08% | 21 |
|
|
2022
Q2 | $214K | Hold |
2,500
| – | – | 0.14% | 47 |
|
|
2022
Q1 | $206K | Buy |
+2,500
| New | +$206K | 0.1% | 51 |
|
|
2020
Q1 | – | Sell |
-3,100
| Closed | -$216K | – | 63 |
|
|
2019
Q4 | $216K | Sell |
3,100
-1,780
| -36% | -$124K | 0.11% | 60 |
|
|
2019
Q3 | $345K | Sell |
4,880
-100
| -2% | -$7.07K | 0.18% | 53 |
|
|
2019
Q2 | $382K | Buy |
+4,980
| New | +$382K | 0.2% | 56 |
|
|
2014
Q4 | $2.79M | Sell |
30,179
-1,038
| -3% | -$96K | 0.99% | 44 |
|
|
2014
Q3 | $2.94M | Sell |
31,217
-81
| -0.3% | -$7.62K | 1.09% | 39 |
|
|
2014
Q2 | $3.15M | Sell |
31,298
-1,625
| -5% | -$164K | 1.16% | 36 |
|
|
2014
Q1 | $3.22M | Buy |
32,923
+1,493
| +5% | +$146K | 1.24% | 37 |
|
|
2013
Q4 | $3.18M | Sell |
31,430
-1,970
| -6% | -$199K | 1.25% | 37 |
|
|
2013
Q3 | $2.87M | Sell |
33,400
-15,281
| -31% | -$1.31M | 1.22% | 38 |
|
|
2013
Q2 | $4.4M | Buy |
+48,681
| New | +$4.4M | 1.86% | 23 |
|