KFG Wealth Management’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 | $325K | Buy |
3,014
+1,307
| +77% | +$141K | 0.05% | 155 |
|
|
2025
Q1 | $203K | Buy |
+1,707
| New | +$203K | 0.04% | 184 |
|
|
2024
Q4 | – | Sell |
-1,913
| Closed | -$224K | – | 190 |
|
|
2024
Q3 | $224K | Buy |
+1,913
| New | +$224K | 0.05% | 172 |
|
|
2023
Q2 | – | Sell |
-1,769
| Closed | -$205K | – | 122 |
|
|
2023
Q1 | $205K | Sell |
1,769
-57
| -3% | -$6.6K | 0.14% | 93 |
|
|
2022
Q4 | $201K | Buy |
+1,826
| New | +$201K | 0.21% | 75 |
|