Kesler Norman & Wride’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 | $3.64M | Buy |
33,785
+796
| +2% | +$85.8K | 0.65% | 51 |
|
|
2025
Q1 | $3.92M | Buy |
32,989
+2,194
| +7% | +$261K | 0.75% | 47 |
|
|
2024
Q4 | $3.31M | Buy |
30,795
+4,276
| +16% | +$460K | 0.72% | 45 |
|
|
2024
Q3 | $3.11M | Sell |
26,519
-710
| -3% | -$83.2K | 0.61% | 51 |
|
|
2024
Q2 | $3.13M | Buy |
27,229
+5,162
| +23% | +$594K | 0.67% | 52 |
|
|
2024
Q1 | $2.57M | Buy |
22,067
+16,458
| +293% | +$1.91M | 0.54% | 59 |
|
|
2023
Q4 | $561K | Buy |
5,609
+2,265
| +68% | +$226K | 0.13% | 123 |
|
|
2023
Q3 | $393K | Buy |
3,344
+1,447
| +76% | +$170K | 0.1% | 139 |
|
|
2023
Q2 | $203K | Hold |
1,897
| – | – | 0.05% | 150 |
|
|
2023
Q1 | $208K | Hold |
1,897
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $209K | Buy |
+1,897
| New | +$209K | 0.05% | 149 |
|
|
2021
Q4 | – | Sell |
-3,465
| Closed | -$204K | – | 150 |
|
|
2021
Q3 | $204K | Sell |
3,465
-322
| -9% | -$19K | 0.05% | 145 |
|
|
2021
Q2 | $218K | Sell |
3,787
-14,657
| -79% | -$844K | 0.05% | 149 |
|
|
2021
Q1 | $1.03M | Sell |
18,444
-20,037
| -52% | -$1.12M | 0.26% | 97 |
|
|
2020
Q4 | $1.59M | Buy |
+38,481
| New | +$1.59M | 0.44% | 69 |
|