Kestra Private Wealth 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 | $28.5M | Buy |
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|
2025
Q1 | $30.6M | Buy |
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|
2024
Q4 | $26M | Buy |
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|
2024
Q3 | $27.4M | Buy |
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|
2024
Q2 | $26.1M | Buy |
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|
2024
Q1 | $23.2M | Buy |
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|
2023
Q4 | $18.5M | Buy |
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|
2023
Q3 | $20.3M | Buy |
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|
2023
Q2 | $17.1M | Buy |
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|
2023
Q1 | $16.1M | Buy |
|
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|
2022
Q4 | $13M | Buy |
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|
2022
Q3 | $9.76M | Sell |
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|
2022
Q2 | $9.72M | Sell |
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|
2022
Q1 | $10.1M | Sell |
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|
2021
Q4 | $8.75M | Buy |
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|
2021
Q3 | $7.86M | Buy |
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|
2021
Q2 | $6.09M | Buy |
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|
2021
Q1 | $4.87M | Sell |
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|
2020
Q4 | $3.98M | Buy |
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|
2020
Q3 | $2.81M | Buy |
|