Keel Point’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
$2.63M Buy
24,396
+2,909
+14% +$314K 0.17% 93
2025
Q1
$2.56M Buy
21,487
+3,794
+21% +$451K 0.2% 89
2024
Q4
$1.9M Sell
17,693
-1,514
-8% -$163K 0.15% 96
2024
Q3
$2.25M Buy
19,207
+421
+2% +$49.4K 0.19% 89
2024
Q2
$2.21M Buy
18,786
+6,805
+57% +$802K 0.2% 87
2024
Q1
$1.39M Buy
11,981
+218
+2% +$25.3K 0.14% 107
2023
Q4
$1.18M Buy
11,763
+220
+2% +$22K 0.14% 107
2023
Q3
$1.36M Buy
11,543
+113
+1% +$13.3K 0.19% 85
2023
Q2
$1.23M Buy
11,430
+696
+6% +$74.6K 0.16% 94
2023
Q1
$1.18M Buy
10,734
+137
+1% +$15K 0.17% 98
2022
Q4
$1.17M Buy
10,597
+5,202
+96% +$574K 0.18% 93
2022
Q3
$471K Buy
5,395
+77
+1% +$6.72K 0.08% 146
2022
Q2
$486K Buy
5,318
+321
+6% +$29.3K 0.08% 146
2022
Q1
$413K Sell
4,997
-2,055
-29% -$170K 0.06% 169
2021
Q4
$432K Buy
7,052
+389
+6% +$23.8K 0.05% 165
2021
Q3
$392K Buy
6,663
+918
+16% +$54K 0.05% 162
2021
Q2
$362K Buy
5,745
+34
+0.6% +$2.14K 0.04% 175
2021
Q1
$319K Sell
5,711
-1,238
-18% -$69.2K 0.03% 194
2020
Q4
$286K Buy
+6,949
New +$286K 0.03% 193
2020
Q1
Sell
-5,820
Closed -$406K 208
2019
Q4
$406K Sell
5,820
-710
-11% -$49.5K 0.04% 133
2019
Q3
$461K Sell
6,530
-789
-11% -$55.7K 0.06% 122
2019
Q2
$561K Buy
7,319
+122
+2% +$9.35K 0.06% 117
2019
Q1
$582K Sell
7,197
-1,028
-12% -$83.1K 0.07% 113
2018
Q4
$561K Sell
8,225
-159
-2% -$10.8K 0.08% 112
2018
Q3
$713K Buy
8,384
+891
+12% +$75.8K 0.09% 77
2018
Q2
$620K Sell
7,493
-1,405
-16% -$116K 0.08% 78
2018
Q1
$664K Sell
8,898
-1,248
-12% -$93.1K 0.09% 72
2017
Q4
$849K Buy
10,146
+774
+8% +$64.8K 0.12% 63
2017
Q3
$768K Sell
9,372
-1,640
-15% -$134K 0.12% 68
2017
Q2
$889K Buy
11,012
+368
+3% +$29.7K 0.18% 58
2017
Q1
$873K Buy
10,644
+342
+3% +$28.1K 0.18% 58
2016
Q4
$930K Sell
10,302
-1,111
-10% -$100K 0.21% 52
2016
Q3
$996K Buy
11,413
+1,395
+14% +$122K 0.38% 40
2016
Q2
$939K Buy
10,018
+254
+3% +$23.8K 0.4% 41
2016
Q1
$816K Buy
9,764
+355
+4% +$29.7K 0.41% 43
2015
Q4
$733K Sell
9,409
-441
-4% -$34.4K 0.4% 47
2015
Q3
$732K Buy
9,850
+283
+3% +$21K 0.41% 40
2015
Q2
$815K Buy
9,567
+177
+2% +$15.1K 0.39% 45
2015
Q1
$798K Buy
+9,390
New +$798K 0.4% 44