WGCA
Wolf Group Capital Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.41M | Buy |
+11,846
| New | +$1.41M | 0.47% | 65 |
|
|
2024
Q3 | – | Sell |
-1,895
| Closed | -$218K | – | 141 |
|
|
2024
Q2 | $218K | Buy |
+1,895
| New | +$218K | 0.09% | 116 |
|
|
2022
Q1 | – | Sell |
-4,806
| Closed | -$294K | – | 150 |
|
|
2021
Q4 | $294K | Buy |
+4,806
| New | +$294K | 0.05% | 131 |
|
|
2021
Q2 | – | Sell |
-6,150
| Closed | -$343K | – | 103 |
|
|
2021
Q1 | $343K | Hold |
6,150
| – | – | 0.2% | 79 |
|
|
2020
Q4 | $254K | Hold |
6,150
| – | – | 0.16% | 83 |
|
|
2020
Q3 | $211K | Hold |
6,150
| – | – | 0.15% | 80 |
|
|
2020
Q2 | $275K | Hold |
6,150
| – | – | 0.21% | 69 |
|
|
2020
Q1 | $234K | Hold |
6,150
| – | – | 0.2% | 70 |
|
|
2019
Q4 | $429K | Hold |
6,150
| – | – | 0.28% | 56 |
|
|
2019
Q3 | $434K | Hold |
6,150
| – | – | 0.3% | 57 |
|
|
2019
Q2 | $471K | Hold |
6,150
| – | – | 0.33% | 54 |
|
|
2019
Q1 | $497K | Sell |
6,150
-100
| -2% | -$8.08K | 0.34% | 54 |
|
|
2018
Q4 | $426K | Hold |
6,250
| – | – | 0.32% | 60 |
|
|
2018
Q3 | $531K | Sell |
6,250
-170
| -3% | -$14.4K | 0.35% | 67 |
|
|
2018
Q2 | $531K | Sell |
6,420
-29,390
| -82% | -$2.43M | 0.35% | 65 |
|
|
2018
Q1 | $2.67M | Buy |
35,810
+5,242
| +17% | +$391K | 1.77% | 14 |
|
|
2017
Q4 | $2.56M | Buy |
30,568
+1,187
| +4% | +$99.3K | 1.59% | 17 |
|
|
2017
Q3 | $2.43M | Sell |
29,381
-5,038
| -15% | -$417K | 1.69% | 14 |
|
|
2017
Q2 | $2.78M | Sell |
34,419
-3,684
| -10% | -$297K | 2.14% | 10 |
|
|
2017
Q1 | $3.13M | Sell |
38,103
-408
| -1% | -$33.5K | 2.05% | 9 |
|
|
2016
Q4 | $3.48M | Buy |
38,511
+3,540
| +10% | +$320K | 2.34% | 5 |
|
|
2016
Q3 | $3.05M | Buy |
34,971
+3,157
| +10% | +$276K | 2.13% | 9 |
|
|
2016
Q2 | $2.98M | Buy |
31,814
+7,021
| +28% | +$658K | 2.2% | 13 |
|
|
2016
Q1 | $2.07M | Buy |
24,793
+6,261
| +34% | +$523K | 1.56% | 27 |
|
|
2015
Q4 | $1.45M | Buy |
18,532
+12,092
| +188% | +$943K | 1.08% | 38 |
|
|
2015
Q3 | $479K | Hold |
6,440
| – | – | 0.38% | 74 |
|
|
2015
Q2 | $536K | Hold |
6,440
| – | – | 0.36% | 78 |
|
|
2015
Q1 | $547K | Hold |
6,440
| – | – | 0.38% | 77 |
|
|
2014
Q4 | $595K | Hold |
6,440
| – | – | 0.43% | 72 |
|
|
2014
Q3 | $606K | Hold |
6,440
| – | – | 0.45% | 73 |
|
|
2014
Q2 | $648K | Hold |
6,440
| – | – | 0.47% | 71 |
|
|
2014
Q1 | $629K | Sell |
6,440
-100
| -2% | -$9.77K | 0.49% | 73 |
|
|
2013
Q4 | $662K | Buy |
+6,540
| New | +$662K | 0.53% | 68 |
|