Kestra Investment Management’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	$6.78M	Buy	59,303 +24,215	+69%	+$2.77M	0.1%	75
2025 Q1	$4.17M	Buy	35,088 +12,733	+57%	+$1.51M	0.13%	63
2024 Q4	$2.4M	Sell	22,355 -3,739	-14%	-$402K	0.09%	74
2024 Q3	$3.06M	Buy	+26,094	New	+$3.06M	0.13%	67