KJWM
Kiley Juergens Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
29,177
+8,856
| +44% | +$955K | 0.73% | 31 |
|
|
2025
Q1 | $2.42M | Sell |
20,321
-542
| -3% | -$64.5K | 0.64% | 34 |
|
|
2024
Q4 | $2.24M | Sell |
20,863
-86
| -0.4% | -$9.25K | 0.56% | 33 |
|
|
2024
Q3 | $2.46M | Sell |
20,949
-51
| -0.2% | -$5.98K | 0.64% | 34 |
|
|
2024
Q2 | $2.42M | Buy |
21,000
+10,540
| +101% | +$1.21M | 0.67% | 33 |
|
|
2024
Q1 | $1.22M | Sell |
10,460
-865
| -8% | -$101K | 0.38% | 38 |
|
|
2023
Q4 | $1.13M | Sell |
11,325
-155
| -1% | -$15.5K | 0.38% | 37 |
|
|
2023
Q3 | $1.35M | Hold |
11,480
| – | – | 0.49% | 37 |
|
|
2023
Q2 | $1.23M | Buy |
11,480
+114
| +1% | +$12.2K | 0.42% | 42 |
|
|
2023
Q1 | $1.25M | Sell |
11,366
-55
| -0.5% | -$6.03K | 0.47% | 41 |
|
|
2022
Q4 | $1.26M | Buy |
11,421
+152
| +1% | +$16.8K | 0.53% | 41 |
|
|
2022
Q3 | $983K | Sell |
11,269
-1,578
| -12% | -$138K | 0.46% | 43 |
|
|
2022
Q2 | $1.1M | Buy |
+12,847
| New | +$1.1M | 0.52% | 39 |
|
|
2018
Q4 | – | Sell |
-7,042
| Closed | -$598K | – | 678 |
|
|
2018
Q3 | $598K | Buy |
7,042
+848
| +14% | +$72K | 0.45% | 48 |
|
|
2018
Q2 | $512K | Buy |
6,194
+103
| +2% | +$8.51K | 0.46% | 45 |
|
|
2018
Q1 | $454K | Sell |
6,091
-457
| -7% | -$34.1K | 0.49% | 49 |
|
|
2017
Q4 | $547K | Buy |
+6,548
| New | +$547K | 0.49% | 42 |
|