KCFA
Key Client Fiduciary Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
12,695
-431
| -3% | -$46.5K | 0.55% | 44 |
|
|
2025
Q1 | $1.56M | Buy |
13,126
+380
| +3% | +$45.2K | 0.71% | 37 |
|
|
2024
Q4 | $1.37M | Sell |
12,746
-292
| -2% | -$31.4K | 0.6% | 41 |
|
|
2024
Q3 | $1.53M | Buy |
13,038
+139
| +1% | +$16.3K | 0.68% | 32 |
|
|
2024
Q2 | $1.48M | Sell |
12,899
-44
| -0.3% | -$5.07K | 0.74% | 30 |
|
|
2024
Q1 | $1.5M | Buy |
12,943
+1,737
| +16% | +$202K | 0.8% | 27 |
|
|
2023
Q4 | $1.12M | Sell |
11,206
-696
| -6% | -$69.6K | 0.65% | 34 |
|
|
2023
Q3 | $1.4M | Buy |
11,902
+481
| +4% | +$56.6K | 0.86% | 29 |
|
|
2023
Q2 | $1.22M | Buy |
11,421
+346
| +3% | +$37.1K | 0.71% | 35 |
|
|
2023
Q1 | $1.21M | Sell |
11,075
-91
| -0.8% | -$9.98K | 0.76% | 31 |
|
|
2022
Q4 | $1.23M | Buy |
11,166
+6,978
| +167% | +$770K | 0.83% | 31 |
|
|
2022
Q3 | $366K | Sell |
4,188
-698
| -14% | -$61K | 0.33% | 63 |
|
|
2022
Q2 | $418K | Sell |
4,886
-1,163
| -19% | -$99.5K | 0.41% | 59 |
|
|
2022
Q1 | $500K | Sell |
6,049
-25,852
| -81% | -$2.14M | 0.4% | 58 |
|
|
2021
Q4 | $1.95M | Buy |
+31,901
| New | +$1.95M | 1.61% | 18 |
|