Kestra Advisory Services’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
$68.9M Buy
2025
Q1
$67.7M Sell
2024
Q4
$74.2M Sell
2024
Q3
$86.9M Sell
2024
Q2
$99.3M Buy
2024
Q1
$75.7M Buy
2023
Q4
$57.8M Buy
2023
Q3
$57M Buy
2023
Q2
$50.7M Buy
2023
Q1
$44.8M Sell
2022
Q4
$56.7M Buy
2022
Q3
$43.7M Buy
2022
Q2
$41.5M Buy
2022
Q1
$36.7M Sell
2021
Q4
$30.3M Sell
2021
Q3
$32.1M Buy
2021
Q2
$31.7M Sell
2021
Q1
$28.9M Buy
2020
Q4
$21.4M Buy
2020
Q3
$12.8M Buy