Klein Pavlis & Peasley Financial’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 | $1.6M | Buy |
14,870
+1,326
| +10% | +$143K | 1.07% | 32 |
|
|
2025
Q1 | $1.61M | Buy |
13,544
+565
| +4% | +$67.3K | 1.16% | 25 |
|
|
2024
Q4 | $1.4M | Sell |
12,979
-256
| -2% | -$27.5K | 1.13% | 29 |
|
|
2024
Q3 | $1.55M | Sell |
13,235
-486
| -4% | -$57K | 1.24% | 29 |
|
|
2024
Q2 | $1.58M | Sell |
13,721
-630
| -4% | -$72.5K | 1.4% | 23 |
|
|
2024
Q1 | $1.67M | Sell |
14,351
-1,175
| -8% | -$137K | 1.51% | 25 |
|
|
2023
Q4 | $1.55M | Buy |
+15,526
| New | +$1.55M | 1.45% | 20 |
|