KCPG
Kavar Capital Partners Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Buy |
63,594
+1,064
| +2% | +$115K | 0.99% | 31 |
|
|
2025
Q1 | $7.44M | Buy |
62,530
+1,081
| +2% | +$129K | 1.24% | 24 |
|
|
2024
Q4 | $6.61M | Buy |
61,449
+153
| +0.2% | +$16.5K | 1.12% | 27 |
|
|
2024
Q3 | $7.19M | Sell |
61,296
-305
| -0.5% | -$35.8K | 1.14% | 24 |
|
|
2024
Q2 | $7.09M | Buy |
61,601
+39,292
| +176% | +$4.52M | 1.28% | 22 |
|
|
2024
Q1 | $2.59M | Sell |
22,309
-13,071
| -37% | -$1.52M | 0.48% | 59 |
|
|
2023
Q4 | $3.54M | Buy |
35,380
+18,142
| +105% | +$1.81M | 0.4% | 65 |
|
|
2023
Q3 | $2.03M | Sell |
17,238
-163
| -0.9% | -$19.2K | 0.44% | 62 |
|
|
2023
Q2 | $1.87M | Buy |
17,401
+14
| +0.1% | +$1.5K | 0.4% | 67 |
|
|
2023
Q1 | $1.91M | Sell |
17,387
-1,040
| -6% | -$114K | 0.41% | 64 |
|
|
2022
Q4 | $2.03M | Buy |
18,427
+155
| +0.8% | +$17.1K | 0.47% | 61 |
|
|
2022
Q3 | $1.6M | Sell |
18,272
-298
| -2% | -$26K | 0.41% | 66 |
|
|
2022
Q2 | $1.59M | Buy |
18,570
+76
| +0.4% | +$6.51K | 0.37% | 68 |
|
|
2022
Q1 | $1.53M | Buy |
18,494
+2
| +0% | +$165 | 0.33% | 72 |
|
|
2021
Q4 | $1.13M | Sell |
18,492
-4,162
| -18% | -$255K | 0.24% | 88 |
|
|
2021
Q3 | $1.33M | Buy |
22,654
+27
| +0.1% | +$1.59K | 0.3% | 79 |
|
|
2021
Q2 | $1.43M | Sell |
22,627
-97
| -0.4% | -$6.12K | 0.34% | 79 |
|
|
2021
Q1 | $1.27M | Buy |
22,724
+2
| +0% | +$112 | 0.34% | 76 |
|
|
2020
Q4 | $937K | Sell |
22,722
-4,672
| -17% | -$193K | 0.27% | 83 |
|
|
2020
Q3 | $940K | Sell |
27,394
-1,914
| -7% | -$65.7K | 0.32% | 72 |
|
|
2020
Q2 | $1.31M | Sell |
29,308
-997
| -3% | -$44.6K | 0.5% | 60 |
|
|
2020
Q1 | $1.15M | Buy |
30,305
+476
| +2% | +$18.1K | 0.55% | 59 |
|
|
2019
Q4 | $2.08M | Sell |
29,829
-6,138
| -17% | -$428K | 0.77% | 49 |
|
|
2019
Q3 | $2.54M | Sell |
35,967
-692
| -2% | -$48.9K | 0.99% | 37 |
|
|
2019
Q2 | $2.81M | Buy |
36,659
+198
| +0.5% | +$15.2K | 1.1% | 32 |
|
|
2019
Q1 | $2.95M | Buy |
36,461
+1,069
| +3% | +$86.4K | 1.31% | 25 |
|
|
2018
Q4 | $2.41M | Buy |
35,392
+1,730
| +5% | +$118K | 1.3% | 27 |
|
|
2018
Q3 | $2.86M | Buy |
33,662
+762
| +2% | +$64.8K | 1.42% | 23 |
|
|
2018
Q2 | $2.72M | Sell |
32,900
-148
| -0.4% | -$12.2K | 1.37% | 23 |
|
|
2018
Q1 | $2.47M | Buy |
33,048
+1,351
| +4% | +$101K | 1.29% | 31 |
|
|
2017
Q4 | $2.65M | Buy |
31,697
+412
| +1% | +$34.5K | 1.41% | 32 |
|
|
2017
Q3 | $2.57M | Sell |
31,285
-39
| -0.1% | -$3.2K | 1.4% | 26 |
|
|
2017
Q2 | $2.53M | Buy |
31,324
+751
| +2% | +$60.6K | 1.38% | 26 |
|
|
2017
Q1 | $2.51M | Buy |
30,573
+13,943
| +84% | +$1.14M | 1.4% | 24 |
|
|
2016
Q4 | $1.5M | Buy |
16,630
+15
| +0.1% | +$1.35K | 0.95% | 52 |
|
|
2016
Q3 | $1.45M | Sell |
16,615
-49
| -0.3% | -$4.28K | 0.93% | 55 |
|
|
2016
Q2 | $1.56M | Sell |
16,664
-1,218
| -7% | -$114K | 1.01% | 53 |
|
|
2016
Q1 | $1.5M | Buy |
17,882
+3,303
| +23% | +$276K | 0.99% | 51 |
|
|
2015
Q4 | $1.14M | Buy |
14,579
+1,018
| +8% | +$79.3K | 0.73% | 61 |
|
|
2015
Q3 | $1.01M | Sell |
13,561
-10
| -0.1% | -$743 | 0.71% | 62 |
|
|
2015
Q2 | $1.13M | Buy |
13,571
+175
| +1% | +$14.6K | 0.77% | 54 |
|
|
2015
Q1 | $1.14M | Buy |
13,396
+435
| +3% | +$37K | 0.97% | 47 |
|
|
2014
Q4 | $1.2M | Sell |
12,961
-236
| -2% | -$21.8K | 0.94% | 47 |
|
|
2014
Q3 | $1.24M | Sell |
13,197
-172
| -1% | -$16.2K | 1.06% | 32 |
|
|
2014
Q2 | $1.35M | Buy |
13,369
+170
| +1% | +$17.1K | 1.14% | 22 |
|
|
2014
Q1 | $1.29M | Sell |
13,199
-403
| -3% | -$39.4K | 1.07% | 22 |
|
|
2013
Q4 | $1.38M | Buy |
+13,602
| New | +$1.38M | 1.23% | 15 |
|