Kellett Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $721K | Buy |
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|
2025
Q2 | $686K | Sell |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $675K | Sell |
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|
2024
Q3 | $745K | Buy |
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|
2024
Q2 | $731K | Sell |
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|
2024
Q1 | $759K | Buy |
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|
2023
Q4 | $642K | Sell |
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|
2023
Q3 | $769K | Buy |
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|
2023
Q2 | $701K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $243K | Buy |
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