KIA
KCM Investment Advisors’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.52M | Buy |
32,687
+449
| +1% | +$48.4K | 0.12% | 113 |
|
2025
Q1 | $3.83M | Sell |
32,238
-4,548
| -12% | -$541K | 0.14% | 105 |
|
2024
Q4 | $3.96M | Buy |
36,786
+3,677
| +11% | +$396K | 0.14% | 110 |
|
2024
Q3 | $3.88M | Buy |
33,109
+173
| +0.5% | +$20.3K | 0.13% | 111 |
|
2024
Q2 | $3.79M | Sell |
32,936
-797
| -2% | -$91.8K | 0.14% | 109 |
|
2024
Q1 | $3.92M | Buy |
33,733
+612
| +2% | +$71.1K | 0.14% | 111 |
|
2023
Q4 | $3.31M | Sell |
33,121
-2,656
| -7% | -$266K | 0.13% | 118 |
|
2023
Q3 | $4.21M | Sell |
35,777
-8,746
| -20% | -$1.03M | 0.18% | 103 |
|
2023
Q2 | $4.78M | Sell |
44,523
-2,584
| -5% | -$277K | 0.19% | 101 |
|
2023
Q1 | $5.17M | Buy |
47,107
+104
| +0.2% | +$11.4K | 0.21% | 101 |
|
2022
Q4 | $5.18M | Buy |
47,003
+3,320
| +8% | +$366K | 0.22% | 99 |
|
2022
Q3 | $3.81M | Buy |
43,683
+811
| +2% | +$70.8K | 0.18% | 109 |
|
2022
Q2 | $3.67M | Sell |
42,872
-9,421
| -18% | -$807K | 0.16% | 115 |
|
2022
Q1 | $4.32M | Buy |
52,293
+4,303
| +9% | +$355K | 0.16% | 115 |
|
2021
Q4 | $2.94M | Sell |
47,990
-254
| -0.5% | -$15.5K | 0.1% | 144 |
|
2021
Q3 | $2.84M | Sell |
48,244
-703
| -1% | -$41.4K | 0.11% | 135 |
|
2021
Q2 | $3.09M | Sell |
48,947
-9,694
| -17% | -$612K | 0.12% | 126 |
|
2021
Q1 | $3.27M | Buy |
58,641
+4,848
| +9% | +$271K | 0.15% | 114 |
|
2020
Q4 | $2.22M | Sell |
53,793
-5,720
| -10% | -$236K | 0.11% | 134 |
|
2020
Q3 | $2.04M | Sell |
59,513
-12,234
| -17% | -$420K | 0.11% | 124 |
|
2020
Q2 | $3.21M | Sell |
71,747
-11,126
| -13% | -$498K | 0.18% | 102 |
|
2020
Q1 | $3.15M | Buy |
82,873
+2,458
| +3% | +$93.3K | 0.21% | 93 |
|
2019
Q4 | $5.61M | Sell |
80,415
-3,771
| -4% | -$263K | 0.3% | 83 |
|
2019
Q3 | $5.94M | Sell |
84,186
-15,164
| -15% | -$1.07M | 0.35% | 78 |
|
2019
Q2 | $7.61M | Sell |
99,350
-1,214
| -1% | -$93K | 0.46% | 65 |
|
2019
Q1 | $8.13M | Buy |
100,564
+16,437
| +20% | +$1.33M | 0.53% | 55 |
|
2018
Q4 | $5.74M | Sell |
84,127
-9,505
| -10% | -$648K | 0.38% | 69 |
|
2018
Q3 | $7.96M | Sell |
93,632
-1,136
| -1% | -$96.6K | 0.46% | 56 |
|
2018
Q2 | $7.84M | Sell |
94,768
-9,022
| -9% | -$746K | 0.48% | 51 |
|
2018
Q1 | $7.74M | Sell |
103,790
-7,632
| -7% | -$569K | 0.47% | 57 |
|
2017
Q4 | $9.32M | Sell |
111,422
-7,990
| -7% | -$668K | 0.54% | 49 |
|
2017
Q3 | $9.79M | Sell |
119,412
-4,146
| -3% | -$340K | 0.6% | 43 |
|
2017
Q2 | $9.98M | Sell |
123,558
-4,801
| -4% | -$388K | 0.63% | 43 |
|
2017
Q1 | $10.5M | Sell |
128,359
-3,985
| -3% | -$327K | 0.67% | 36 |
|
2016
Q4 | $11.9M | Sell |
132,344
-1,318
| -1% | -$119K | 0.8% | 27 |
|
2016
Q3 | $11.7M | Buy |
133,662
+1,470
| +1% | +$128K | 0.8% | 27 |
|
2016
Q2 | $12.4M | Buy |
132,192
+9,566
| +8% | +$897K | 0.87% | 25 |
|
2016
Q1 | $10.3M | Sell |
122,626
-7,280
| -6% | -$609K | 0.75% | 30 |
|
2015
Q4 | $10.1M | Sell |
129,906
-24,980
| -16% | -$1.95M | 0.8% | 25 |
|
2015
Q3 | $11.5M | Sell |
154,886
-1,315
| -0.8% | -$97.8K | 0.96% | 17 |
|
2015
Q2 | $13M | Sell |
156,201
-3,387
| -2% | -$282K | 1.03% | 11 |
|
2015
Q1 | $13.6M | Buy |
159,588
+9,739
| +6% | +$828K | 1.09% | 11 |
|
2014
Q4 | $13.9M | Buy |
149,849
+828
| +0.6% | +$76.6K | 1.16% | 11 |
|
2014
Q3 | $14M | Sell |
149,021
-5,141
| -3% | -$483K | 1.28% | 9 |
|
2014
Q2 | $15.5M | Buy |
154,162
+5,256
| +4% | +$529K | 1.45% | 9 |
|
2014
Q1 | $14.5M | Buy |
148,906
+859
| +0.6% | +$83.9K | 1.5% | 7 |
|
2013
Q4 | $15M | Sell |
148,047
-188
| -0.1% | -$19K | 1.63% | 7 |
|
2013
Q3 | $12.8M | Sell |
148,235
-7,856
| -5% | -$676K | 1.52% | 7 |
|
2013
Q2 | $14.1M | Buy |
+156,091
| New | +$14.1M | 1.7% | 6 |
|