Kuhn & Co Investment Counsel’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
$623K Buy
5,776
+32
+0.6% +$3.45K 0.47% 71
2025
Q1
$683K Buy
5,744
+31
+0.5% +$3.69K 0.58% 60
2024
Q4
$615K Buy
5,713
+65
+1% +$6.99K 0.52% 64
2024
Q3
$662K Buy
5,648
+27
+0.5% +$3.17K 0.56% 61
2024
Q2
$647K Buy
5,621
+908
+19% +$105K 0.58% 53
2024
Q1
$548K Buy
4,713
+29
+0.6% +$3.37K 0.52% 66
2023
Q4
$468K Buy
+4,684
New +$468K 0.48% 73