Woodward Diversified Capital’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 | $6.64M | Sell |
61,622
-2,620
| -4% | -$282K | 3.36% | 4 |
|
|
2025
Q1 | $7.64M | Buy |
64,242
+411
| +0.6% | +$48.9K | 5.41% | 3 |
|
|
2024
Q4 | $6.87M | Sell |
63,831
-4,926
| -7% | -$530K | 5.05% | 4 |
|
|
2024
Q3 | $8.06M | Sell |
68,757
-167
| -0.2% | -$19.6K | 5.11% | 2 |
|
|
2024
Q2 | $7.93M | Buy |
68,924
+2,368
| +4% | +$273K | 4.65% | 5 |
|
|
2024
Q1 | $7.74M | Buy |
66,556
+833
| +1% | +$96.8K | 4.8% | 4 |
|
|
2023
Q4 | $6.57M | Buy |
65,723
+615
| +0.9% | +$61.5K | 4.13% | 5 |
|
|
2023
Q3 | $7.66M | Buy |
65,108
+246
| +0.4% | +$28.9K | 5.51% | 3 |
|
|
2023
Q2 | $6.96M | Sell |
64,862
-3,214
| -5% | -$345K | 5.25% | 4 |
|
|
2023
Q1 | $7.47M | Buy |
68,076
+13
| +0% | +$1.43K | 5.87% | 3 |
|
|
2022
Q4 | $7.51M | Buy |
68,063
+313
| +0.5% | +$34.5K | 6.04% | 3 |
|
|
2022
Q3 | $5.92M | Sell |
67,750
-1,708
| -2% | -$149K | 4.87% | 4 |
|
|
2022
Q2 | $5.95M | Sell |
69,458
-418
| -0.6% | -$35.8K | 4.55% | 4 |
|
|
2022
Q1 | $5.77M | Sell |
69,876
-3,969
| -5% | -$328K | 3.77% | 4 |
|
|
2021
Q4 | $4.52M | Buy |
73,845
+540
| +0.7% | +$33K | 2.66% | 6 |
|
|
2021
Q3 | $4.31M | Sell |
73,305
-833
| -1% | -$49K | 2.7% | 5 |
|
|
2021
Q2 | $4.68M | Buy |
74,138
+6,989
| +10% | +$441K | 2.67% | 5 |
|
|
2021
Q1 | $3.75M | Buy |
67,149
+1,389
| +2% | +$77.5K | 2.21% | 8 |
|
|
2020
Q4 | $2.71M | Buy |
+65,760
| New | +$2.71M | 1.76% | 11 |
|