Kellett Wealth Advisors’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 | $686K | Sell |
6,361
-208
| -3% | -$22.4K | 0.45% | 30 |
|
|
2025
Q1 | $781K | Buy |
6,569
+298
| +5% | +$35.4K | 0.54% | 28 |
|
|
2024
Q4 | $675K | Sell |
6,271
-86
| -1% | -$9.25K | 0.46% | 28 |
|
|
2024
Q3 | $745K | Buy |
6,357
+6
| +0.1% | +$703 | 0.53% | 24 |
|
|
2024
Q2 | $731K | Sell |
6,351
-181
| -3% | -$20.8K | 0.59% | 24 |
|
|
2024
Q1 | $759K | Buy |
6,532
+106
| +2% | +$12.3K | 0.53% | 33 |
|
|
2023
Q4 | $642K | Sell |
6,426
-113
| -2% | -$11.3K | 0.48% | 34 |
|
|
2023
Q3 | $769K | Buy |
6,539
+6
| +0.1% | +$705 | 0.66% | 19 |
|
|
2023
Q2 | $701K | Buy |
6,533
+2,919
| +81% | +$313K | 0.64% | 22 |
|
|
2023
Q1 | $396K | Buy |
3,614
+6
| +0.2% | +$658 | 0.38% | 28 |
|
|
2022
Q4 | $398K | Buy |
3,608
+6
| +0.2% | +$662 | 0.39% | 30 |
|
|
2022
Q3 | $399K | Buy |
3,602
+6
| +0.2% | +$665 | 0.49% | 25 |
|
|
2022
Q2 | $308K | Sell |
3,596
-385
| -10% | -$33K | 0.4% | 35 |
|
|
2022
Q1 | $329K | Buy |
3,981
+7
| +0.2% | +$578 | 0.26% | 39 |
|
|
2021
Q4 | $243K | Buy |
+3,974
| New | +$243K | 0.19% | 57 |
|