KW
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Keyvantage Wealth’s Exxon Mobil XOM Stock Holding History

Keyvantage Wealth’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$534K Sell
4,950
-389
-7% -$41.9K 0.24% 57
2025
Q1 		$635K Buy
5,339
+133
+3% +$15.8K 0.31% 47
2024
Q4 		$560K Buy
+5,206
New +$560K 0.4% 43