Krilogy 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
$2.59M Buy
23,983
+1,638
+7% +$177K 0.15% 116
2025
Q1
$2.66M Buy
22,345
+2,515
+13% +$299K 0.17% 107
2024
Q4
$2.13M Sell
19,830
-3,075
-13% -$331K 0.14% 120
2024
Q3
$2.68M Buy
22,905
+2,894
+14% +$339K 0.18% 109
2024
Q2
$2.3M Buy
20,011
+5,064
+34% +$583K 0.17% 110
2024
Q1
$1.74M Buy
14,947
+899
+6% +$105K 0.13% 133
2023
Q4
$1.4M Buy
14,048
+3,466
+33% +$347K 0.12% 128
2023
Q3
$1.24M Sell
10,582
-134
-1% -$15.8K 0.11% 137
2023
Q2
$1.15M Buy
10,716
+200
+2% +$21.5K 0.1% 141
2023
Q1
$1.15M Sell
10,516
-91
-0.9% -$9.98K 0.1% 170
2022
Q4
$1.17M Sell
10,607
-260
-2% -$28.7K 0.11% 147
2022
Q3
$949K Buy
10,867
+1,743
+19% +$152K 0.11% 128
2022
Q2
$781K Sell
9,124
-393
-4% -$33.6K 0.09% 153
2022
Q1
$786K Buy
9,517
+3,889
+69% +$321K 0.08% 151
2021
Q4
$344K Sell
5,628
-57
-1% -$3.48K 0.03% 215
2021
Q3
$334K Buy
5,685
+8
+0.1% +$470 0.03% 217
2021
Q2
$358K Sell
5,677
-38
-0.7% -$2.4K 0.04% 203
2021
Q1
$319K Sell
5,715
-388
-6% -$21.7K 0.03% 201
2020
Q4
$252K Sell
6,103
-25,892
-81% -$1.07M 0.03% 219
2020
Q3
$1.1M Buy
31,995
+4,420
+16% +$152K 0.15% 83
2020
Q2
$1.23M Buy
27,575
+21,157
+330% +$946K 0.19% 78
2020
Q1
$244K Buy
6,418
+1,891
+42% +$71.9K 0.05% 167
2019
Q4
$316K Sell
4,527
-3,314
-42% -$231K 0.05% 153
2019
Q3
$554K Buy
7,841
+269
+4% +$19K 0.1% 110
2019
Q2
$580K Buy
7,572
+1,490
+24% +$114K 0.11% 100
2019
Q1
$491K Buy
6,082
+497
+9% +$40.1K 0.1% 105
2018
Q4
$381K Buy
5,585
+95
+2% +$6.48K 0.11% 87
2018
Q3
$467K Buy
5,490
+864
+19% +$73.5K 0.11% 79
2018
Q2
$383K Sell
4,626
-198
-4% -$16.4K 0.1% 91
2018
Q1
$360K Sell
4,824
-558
-10% -$41.6K 0.09% 105
2017
Q4
$450K Sell
5,382
-589
-10% -$49.2K 0.11% 89
2017
Q3
$490K Sell
5,971
-369
-6% -$30.3K 0.13% 78
2017
Q2
$512K Sell
6,340
-4,427
-41% -$358K 0.14% 68
2017
Q1
$972K Hold
10,767
0.3% 44
2016
Q4
$972K Buy
10,767
+126
+1% +$11.4K 0.3% 44
2016
Q3
$929K Sell
10,641
-210
-2% -$18.3K 0.3% 44
2016
Q2
$1.02M Buy
10,851
+505
+5% +$47.3K 0.35% 46
2016
Q1
$865K Buy
10,346
+1,042
+11% +$87.1K 0.36% 40
2015
Q4
$725K Buy
9,304
+32
+0.3% +$2.49K 0.67% 24
2015
Q3
$689K Buy
+9,272
New +$689K 0.33% 40