KWS
Keystone Wealth Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Buy |
53,738
+2,077
| +4% | +$224K | 1.4% | 12 |
|
|
2025
Q1 | $6.14M | Sell |
51,661
-15
| -0% | -$1.78K | 1.66% | 12 |
|
|
2024
Q4 | $5.56M | Sell |
51,676
-75
| -0.1% | -$8.07K | 1.47% | 12 |
|
|
2024
Q3 | $6.07M | Buy |
51,751
+23
| +0% | +$2.7K | 1.68% | 11 |
|
|
2024
Q2 | $5.95M | Buy |
51,728
+4,950
| +11% | +$570K | 1.85% | 10 |
|
|
2024
Q1 | $5.44M | Buy |
46,778
+51
| +0.1% | +$5.93K | 1.77% | 10 |
|
|
2023
Q4 | $4.67M | Buy |
46,727
+43,864
| +1,532% | +$4.39M | 1.6% | 12 |
|
|
2023
Q3 | $337K | Sell |
2,863
-1,210
| -30% | -$142K | 0.13% | 151 |
|
|
2023
Q2 | $437K | Sell |
4,073
-1,482
| -27% | -$159K | 0.16% | 127 |
|
|
2023
Q1 | $609K | Buy |
5,555
+1,455
| +35% | +$160K | 0.25% | 93 |
|
|
2022
Q4 | $452K | Buy |
4,100
+157
| +4% | +$17.3K | 0.2% | 112 |
|
|
2022
Q3 | $344K | Sell |
3,943
-67
| -2% | -$5.85K | 0.16% | 108 |
|
|
2022
Q2 | $343K | Sell |
4,010
-503
| -11% | -$43K | 0.15% | 111 |
|
|
2022
Q1 | $373K | Sell |
4,513
-2,040
| -31% | -$169K | 0.15% | 113 |
|
|
2021
Q4 | $401K | Buy |
+6,553
| New | +$401K | 0.16% | 108 |
|