Kelman-Lazarov Inc’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
Q2 | $225K | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $448K | Sell |
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|
2024
Q3 | $656K | Hold |
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|
2024
Q2 | $644K | Buy |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $534K | Sell |
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|
2023
Q3 | $640K | Buy |
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|
2023
Q2 | $579K | Buy |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $285K | Sell |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $275K | Buy |
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|
2021
Q2 | $225K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $363K | Buy |
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|
2016
Q2 | $386K | Sell |
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|
2016
Q1 | $358K | Buy |
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