KFP
Keystone Financial Planning’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Sell |
49,001
-875
| -2% | -$94.3K | 1.6% | 14 |
|
|
2025
Q1 | $5.93M | Buy |
49,876
+30
| +0.1% | +$3.57K | 1.77% | 17 |
|
|
2024
Q4 | $5.36M | Sell |
49,846
-98
| -0.2% | -$10.5K | 1.66% | 18 |
|
|
2024
Q3 | $5.85M | Sell |
49,944
-227
| -0.5% | -$26.6K | 1.77% | 16 |
|
|
2024
Q2 | $5.78M | Sell |
50,171
-168
| -0.3% | -$19.3K | 1.91% | 14 |
|
|
2024
Q1 | $5.85M | Sell |
50,339
-2,921
| -5% | -$340K | 1.9% | 17 |
|
|
2023
Q4 | $5.32M | Buy |
53,260
+32
| +0.1% | +$3.2K | 1.76% | 16 |
|
|
2023
Q3 | $6.26M | Hold |
53,228
| – | – | 2.19% | 15 |
|
|
2023
Q2 | $5.71M | Buy |
53,228
+3,220
| +6% | +$345K | 1.91% | 17 |
|
|
2023
Q1 | $5.48M | Sell |
50,008
-1,119
| -2% | -$123K | 1.87% | 18 |
|
|
2022
Q4 | $5.64M | Sell |
51,127
-86,723
| -63% | -$9.57M | 1.9% | 19 |
|
|
2022
Q3 | $12M | Sell |
137,850
-1,350
| -1% | -$118K | 4.63% | 2 |
|
|
2022
Q2 | $11.9M | Sell |
139,200
-25,152
| -15% | -$2.15M | 4.19% | 2 |
|
|
2022
Q1 | $13.6M | Sell |
164,352
-1,662
| -1% | -$137K | 4.54% | 2 |
|
|
2021
Q4 | $10.2M | Sell |
166,014
-5,138
| -3% | -$314K | 3.46% | 3 |
|
|
2021
Q3 | $10.1M | Buy |
171,152
+1,722
| +1% | +$101K | 3.66% | 2 |
|
|
2021
Q2 | $10.7M | Sell |
169,430
-3,695
| -2% | -$233K | 3.87% | 2 |
|
|
2021
Q1 | $9.67M | Sell |
173,125
-1,125
| -0.6% | -$62.8K | 3.6% | 4 |
|
|
2020
Q4 | $7.18M | Sell |
174,250
-265
| -0.2% | -$10.9K | 2.98% | 13 |
|
|
2020
Q3 | $5.99M | Hold |
174,515
| – | – | 2.89% | 16 |
|
|
2020
Q2 | $7.8M | Sell |
174,515
-53
| -0% | -$2.37K | 3.85% | 5 |
|
|
2020
Q1 | $6.63M | Buy |
174,568
+73,382
| +73% | +$2.79M | 3.79% | 7 |
|
|
2019
Q4 | $7.06M | Buy |
101,186
+4,699
| +5% | +$328K | 3.15% | 13 |
|
|
2019
Q3 | $6.81M | Buy |
96,487
+10,122
| +12% | +$715K | 3.25% | 12 |
|
|
2019
Q2 | $6.62M | Buy |
86,365
+1,565
| +2% | +$120K | 3.24% | 11 |
|
|
2019
Q1 | $6.85M | Buy |
84,800
+374
| +0.4% | +$30.2K | 3.38% | 12 |
|
|
2018
Q4 | $5.76M | Buy |
84,426
+2,976
| +4% | +$203K | 3.22% | 14 |
|
|
2018
Q3 | $6.93M | Buy |
81,450
+157
| +0.2% | +$13.3K | 3.54% | 10 |
|
|
2018
Q2 | $6.73M | Buy |
81,293
+680
| +0.8% | +$56.3K | 3.7% | 6 |
|
|
2018
Q1 | $6.01M | Buy |
80,613
+4,330
| +6% | +$323K | 3.35% | 12 |
|
|
2017
Q4 | $6.38M | Buy |
76,283
+5,892
| +8% | +$493K | 3.4% | 15 |
|
|
2017
Q3 | $5.77M | Buy |
70,391
+5,963
| +9% | +$489K | 3.27% | 13 |
|
|
2017
Q2 | $5.2M | Buy |
64,428
+2,919
| +5% | +$236K | 3.15% | 14 |
|
|
2017
Q1 | $5.04M | Buy |
61,509
+3,126
| +5% | +$256K | 3.13% | 16 |
|
|
2016
Q4 | $5.27M | Sell |
58,383
-662
| -1% | -$59.8K | 3.44% | 9 |
|
|
2016
Q3 | $5.15M | Hold |
59,045
| – | – | 3.39% | 12 |
|
|
2016
Q2 | $5.54M | Buy |
59,045
+697
| +1% | +$65.3K | 3.75% | 6 |
|
|
2016
Q1 | $4.88M | Buy |
58,348
+45
| +0.1% | +$3.76K | 3.49% | 10 |
|
|
2015
Q4 | $4.55M | Sell |
58,303
-834
| -1% | -$65K | 3.44% | 14 |
|
|
2015
Q3 | $4.4M | Buy |
59,137
+6,645
| +13% | +$494K | 3.55% | 13 |
|
|
2015
Q2 | $4.37M | Buy |
52,492
+945
| +2% | +$78.6K | 3.34% | 14 |
|
|
2015
Q1 | $4.38M | Buy |
51,547
+10,955
| +27% | +$931K | 3.33% | 16 |
|
|
2014
Q4 | $3.75M | Buy |
40,592
+26,151
| +181% | +$2.42M | 2.77% | 20 |
|
|
2014
Q3 | $1.36M | Hold |
14,441
| – | – | 1.02% | 29 |
|
|
2014
Q2 | $1.45M | Sell |
14,441
-12,345
| -46% | -$1.24M | 1.1% | 28 |
|
|
2014
Q1 | $2.62M | Sell |
26,786
-1,215
| -4% | -$119K | 2.03% | 25 |
|
|
2013
Q4 | $2.83M | Buy |
+28,001
| New | +$2.83M | 2.27% | 23 |
|