Kingswood Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Kingswood Wealth Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.84M	Buy
2025 Q2	$4.65M	Buy
2025 Q1	$4.35M	Sell
2024 Q4	$4.68M	Sell
2024 Q3	$8.6M	Buy
2024 Q2	$6.26M	Buy
2024 Q1	$5.29M	Buy
2023 Q4	$3.88M	Buy
2023 Q3	$4.97M	Sell
2023 Q2	$1.77M	Buy