KFA Private Wealth Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
12,097
+3,843
| +47% | +$414K | 0.4% | 36 |
|
|
2025
Q1 | $982K | Buy |
8,254
+1,661
| +25% | +$198K | 0.34% | 37 |
|
|
2024
Q4 | $709K | Buy |
6,593
+899
| +16% | +$96.7K | 0.3% | 37 |
|
|
2024
Q3 | $667K | Buy |
5,694
+8
| +0.1% | +$938 | 0.32% | 36 |
|
|
2024
Q2 | $655K | Sell |
5,686
-1,907
| -25% | -$220K | 0.34% | 36 |
|
|
2024
Q1 | $883K | Buy |
7,593
+478
| +7% | +$55.6K | 0.27% | 39 |
|
|
2023
Q4 | $711K | Sell |
7,115
-8
| -0.1% | -$800 | 0.26% | 37 |
|
|
2023
Q3 | $838K | Buy |
7,123
+378
| +6% | +$44.4K | 0.35% | 33 |
|
|
2023
Q2 | $723K | Buy |
6,745
+103
| +2% | +$11K | 0.3% | 33 |
|
|
2023
Q1 | $728K | Buy |
6,642
+4,046
| +156% | +$444K | 0.33% | 33 |
|
|
2022
Q4 | $286K | Sell |
2,596
-129
| -5% | -$14.2K | 0.15% | 54 |
|
|
2022
Q3 | $238K | Sell |
2,725
-44
| -2% | -$3.84K | 0.13% | 61 |
|
|
2022
Q2 | $237K | Buy |
2,769
+22
| +0.8% | +$1.88K | 0.13% | 61 |
|
|
2022
Q1 | $227K | Buy |
+2,747
| New | +$227K | 0.11% | 67 |
|