KWM
Kingsview Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
147,223
+4,910
| +3% | +$529K | 0.27% | 63 |
|
|
2025
Q1 | $16.9M | Sell |
142,313
-2,530
| -2% | -$301K | 0.32% | 54 |
|
|
2024
Q4 | $15.6M | Buy |
144,843
+11,632
| +9% | +$1.25M | 0.3% | 60 |
|
|
2024
Q3 | $15.6M | Buy |
133,211
+3,170
| +2% | +$372K | 0.33% | 55 |
|
|
2024
Q2 | $15M | Buy |
130,041
+7,285
| +6% | +$839K | 0.35% | 52 |
|
|
2024
Q1 | $14.3M | Buy |
122,756
+11,567
| +10% | +$1.34M | 0.36% | 54 |
|
|
2023
Q4 | $11.1M | Buy |
111,189
+3,173
| +3% | +$317K | 0.33% | 65 |
|
|
2023
Q3 | $12.7M | Buy |
108,016
+5,614
| +5% | +$660K | 0.46% | 45 |
|
|
2023
Q2 | $11M | Buy |
102,402
+276
| +0.3% | +$29.6K | 0.43% | 45 |
|
|
2023
Q1 | $11.2M | Sell |
102,126
-7,681
| -7% | -$842K | 0.47% | 48 |
|
|
2022
Q4 | $12.1M | Sell |
109,807
-335
| -0.3% | -$37K | 0.53% | 36 |
|
|
2022
Q3 | $9.62M | Sell |
110,142
-5,396
| -5% | -$471K | 0.46% | 48 |
|
|
2022
Q2 | $9.9M | Buy |
115,538
+14,702
| +15% | +$1.26M | 0.47% | 42 |
|
|
2022
Q1 | $8.33M | Buy |
100,836
+30,770
| +44% | +$2.54M | 0.37% | 60 |
|
|
2021
Q4 | $4.29M | Buy |
70,066
+2,842
| +4% | +$174K | 0.18% | 125 |
|
|
2021
Q3 | $3.95M | Sell |
67,224
-5,958
| -8% | -$350K | 0.19% | 126 |
|
|
2021
Q2 | $4.63M | Sell |
73,182
-5,929
| -7% | -$375K | 0.23% | 101 |
|
|
2021
Q1 | $4.54M | Buy |
79,111
+3,546
| +5% | +$203K | 0.26% | 87 |
|
|
2020
Q4 | $3.12M | Sell |
75,565
-25,390
| -25% | -$1.05M | 0.23% | 105 |
|
|
2020
Q3 | $3.47M | Buy |
100,955
+36,478
| +57% | +$1.25M | 0.31% | 79 |
|
|
2020
Q2 | $2.88M | Sell |
64,477
-32,195
| -33% | -$1.44M | 0.29% | 87 |
|
|
2020
Q1 | $3.67M | Buy |
96,672
+50,819
| +111% | +$1.93M | 0.5% | 59 |
|
|
2019
Q4 | $3.2M | Buy |
45,853
+18,400
| +67% | +$1.28M | 0.4% | 74 |
|
|
2019
Q3 | $1.94M | Buy |
27,453
+1,378
| +5% | +$97.3K | 0.3% | 91 |
|
|
2019
Q2 | $2M | Buy |
26,075
+5,208
| +25% | +$399K | 0.34% | 79 |
|
|
2019
Q1 | $1.69M | Buy |
20,867
+4,566
| +28% | +$369K | 0.26% | 111 |
|
|
2018
Q4 | $1.11M | Buy |
16,301
+717
| +5% | +$48.9K | 0.24% | 126 |
|
|
2018
Q3 | $1.33M | Buy |
15,584
+2,673
| +21% | +$227K | 0.27% | 112 |
|
|
2018
Q2 | $1.07M | Sell |
12,911
-4,674
| -27% | -$387K | 0.26% | 117 |
|
|
2018
Q1 | $1.31M | Buy |
17,585
+2,530
| +17% | +$189K | 0.33% | 90 |
|
|
2017
Q4 | $1.26M | Buy |
15,055
+2,554
| +20% | +$214K | 0.45% | 56 |
|
|
2017
Q3 | $1.02M | Buy |
12,501
+130
| +1% | +$10.6K | 0.45% | 65 |
|
|
2017
Q2 | $998K | Sell |
12,371
-2,298
| -16% | -$185K | 0.51% | 58 |
|
|
2017
Q1 | $1.2M | Buy |
+14,669
| New | +$1.2M | 0.71% | 37 |
|