KPWS
Kestra Private Wealth Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Buy |
264,746
+7,173
| +3% | +$773K | 0.41% | 43 |
|
|
2025
Q1 | $30.6M | Buy |
257,573
+16,176
| +7% | +$1.92M | 0.51% | 37 |
|
|
2024
Q4 | $26M | Buy |
241,397
+7,368
| +3% | +$793K | 0.44% | 39 |
|
|
2024
Q3 | $27.4M | Buy |
234,029
+7,000
| +3% | +$821K | 0.5% | 36 |
|
|
2024
Q2 | $26.1M | Buy |
227,029
+27,321
| +14% | +$3.15M | 0.52% | 33 |
|
|
2024
Q1 | $23.2M | Buy |
199,708
+14,265
| +8% | +$1.66M | 0.52% | 33 |
|
|
2023
Q4 | $18.5M | Buy |
185,443
+12,706
| +7% | +$1.27M | 0.47% | 39 |
|
|
2023
Q3 | $20.3M | Buy |
172,737
+13,606
| +9% | +$1.6M | 0.64% | 23 |
|
|
2023
Q2 | $17.1M | Buy |
159,131
+12,329
| +8% | +$1.32M | 0.58% | 23 |
|
|
2023
Q1 | $16.1M | Buy |
146,802
+29,278
| +25% | +$3.21M | 0.64% | 25 |
|
|
2022
Q4 | $13M | Buy |
117,524
+5,770
| +5% | +$636K | 0.66% | 25 |
|
|
2022
Q3 | $9.76M | Sell |
111,754
-1,752
| -2% | -$153K | 0.56% | 32 |
|
|
2022
Q2 | $9.72M | Sell |
113,506
-9,170
| -7% | -$785K | 0.55% | 32 |
|
|
2022
Q1 | $10.1M | Sell |
122,676
-20,314
| -14% | -$1.68M | 0.5% | 36 |
|
|
2021
Q4 | $8.75M | Buy |
142,990
+9,349
| +7% | +$572K | 0.42% | 49 |
|
|
2021
Q3 | $7.86M | Buy |
133,641
+37,019
| +38% | +$2.18M | 0.44% | 45 |
|
|
2021
Q2 | $6.1M | Buy |
96,622
+9,371
| +11% | +$591K | 0.37% | 56 |
|
|
2021
Q1 | $4.87M | Sell |
87,251
-8,449
| -9% | -$472K | 0.34% | 70 |
|
|
2020
Q4 | $3.98M | Buy |
95,700
+13,712
| +17% | +$570K | 0.29% | 83 |
|
|
2020
Q3 | $2.82M | Buy |
+81,988
| New | +$2.82M | 0.24% | 98 |
|