KFS
Kurt F. Somerville’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
32,818
-35
| -0.1% | -$3.77K | 0.6% | 37 |
|
|
2025
Q1 | $3.91M | Sell |
32,853
-2,435
| -7% | -$290K | 0.68% | 34 |
|
|
2024
Q4 | $3.8M | Sell |
35,288
-15
| -0% | -$1.61K | 0.64% | 34 |
|
|
2024
Q3 | $4.14M | Buy |
35,303
+302
| +0.9% | +$35.4K | 0.67% | 34 |
|
|
2024
Q2 | $4.03M | Sell |
35,001
-10
| -0% | -$1.15K | 0.68% | 34 |
|
|
2024
Q1 | $4.07M | Hold |
35,011
| – | – | 0.7% | 35 |
|
|
2023
Q4 | $3.5M | Sell |
35,011
-125
| -0.4% | -$12.5K | 0.66% | 34 |
|
|
2023
Q3 | $4.13M | Sell |
35,136
-3,815
| -10% | -$449K | 0.83% | 32 |
|
|
2023
Q2 | $4.18M | Sell |
38,951
-9,584
| -20% | -$1.03M | 0.8% | 34 |
|
|
2023
Q1 | $5.32M | Sell |
48,535
-275
| -0.6% | -$30.2K | 0.97% | 31 |
|
|
2022
Q4 | $5.38M | Sell |
48,810
-450
| -0.9% | -$49.6K | 1.05% | 29 |
|
|
2022
Q3 | $4.3M | Sell |
49,260
-925
| -2% | -$80.8K | 0.86% | 34 |
|
|
2022
Q2 | $4.3M | Sell |
50,185
-400
| -0.8% | -$34.3K | 0.82% | 34 |
|
|
2022
Q1 | $4.18M | Sell |
50,585
-15,885
| -24% | -$1.31M | 0.67% | 39 |
|
|
2021
Q4 | $4.07M | Sell |
66,470
-800
| -1% | -$48.9K | 0.56% | 39 |
|
|
2021
Q3 | $3.96M | Sell |
67,270
-538
| -0.8% | -$31.7K | 0.6% | 39 |
|
|
2021
Q2 | $4.28M | Sell |
67,808
-850
| -1% | -$53.6K | 0.64% | 39 |
|
|
2021
Q1 | $3.83M | Sell |
68,658
-103
| -0.1% | -$5.75K | 0.61% | 39 |
|
|
2020
Q4 | $2.84M | Sell |
68,761
-4,917
| -7% | -$203K | 0.46% | 42 |
|
|
2020
Q3 | $2.53M | Sell |
73,678
-5,928
| -7% | -$203K | 0.45% | 41 |
|
|
2020
Q2 | $3.56M | Sell |
79,606
-200
| -0.3% | -$8.94K | 0.66% | 36 |
|
|
2020
Q1 | $3.03M | Buy |
79,806
+8,763
| +12% | +$333K | 0.67% | 37 |
|
|
2019
Q4 | $4.96M | Sell |
71,043
-1,252
| -2% | -$87.4K | 0.93% | 35 |
|
|
2019
Q3 | $5.11M | Sell |
72,295
-650
| -0.9% | -$45.9K | 1.01% | 33 |
|
|
2019
Q2 | $5.59M | Sell |
72,945
-2,335
| -3% | -$179K | 1.11% | 32 |
|
|
2019
Q1 | $6.08M | Sell |
75,280
-11,042
| -13% | -$892K | 1.21% | 30 |
|
|
2018
Q4 | $5.89M | Sell |
86,322
-4,379
| -5% | -$299K | 1.35% | 27 |
|
|
2018
Q3 | $7.71M | Sell |
90,701
-2,308
| -2% | -$196K | 1.54% | 27 |
|
|
2018
Q2 | $7.69M | Sell |
93,009
-2,215
| -2% | -$183K | 1.7% | 25 |
|
|
2018
Q1 | $7.1M | Sell |
95,224
-1,906
| -2% | -$142K | 1.57% | 27 |
|
|
2017
Q4 | $8.12M | Sell |
97,130
-15,787
| -14% | -$1.32M | 1.68% | 26 |
|
|
2017
Q3 | $9.26M | Sell |
112,917
-4,193
| -4% | -$344K | 1.85% | 25 |
|
|
2017
Q2 | $9.46M | Sell |
117,110
-1,930
| -2% | -$156K | 1.93% | 25 |
|
|
2017
Q1 | $9.76M | Sell |
119,040
-10,765
| -8% | -$883K | 2.06% | 22 |
|
|
2016
Q4 | $11.7M | Sell |
129,805
-1,096
| -0.8% | -$98.9K | 2.6% | 16 |
|
|
2016
Q3 | $11.4M | Buy |
130,901
+3,805
| +3% | +$332K | 2.49% | 15 |
|
|
2016
Q2 | $11.9M | Buy |
127,096
+2,135
| +2% | +$200K | 2.68% | 12 |
|
|
2016
Q1 | $10.4M | Sell |
124,961
-500
| -0.4% | -$41.8K | 2.38% | 14 |
|
|
2015
Q4 | $9.78M | Sell |
125,461
-740
| -0.6% | -$57.7K | 2.23% | 15 |
|
|
2015
Q3 | $9.38M | Buy |
126,201
+2,000
| +2% | +$149K | 2.39% | 15 |
|
|
2015
Q2 | $10.3M | Sell |
124,201
-4,867
| -4% | -$405K | 2.39% | 14 |
|
|
2015
Q1 | $11M | Buy |
129,068
+5,833
| +5% | +$496K | 2.49% | 13 |
|
|
2014
Q4 | $11.4M | Buy |
123,235
+12,229
| +11% | +$1.13M | 2.84% | 10 |
|
|
2014
Q3 | $10.4M | Sell |
111,006
-5,065
| -4% | -$476K | 4.21% | 3 |
|
|
2014
Q2 | $11.7M | Sell |
116,071
-4,473
| -4% | -$450K | 4.56% | 2 |
|
|
2014
Q1 | $11.8M | Sell |
120,544
-11,505
| -9% | -$1.12M | 4.69% | 2 |
|
|
2013
Q4 | $13.4M | Sell |
132,049
-10,037
| -7% | -$1.02M | 5.12% | 1 |
|
|
2013
Q3 | $12.2M | Sell |
142,086
-6,298
| -4% | -$542K | 4.87% | 2 |
|
|
2013
Q2 | $13.4M | Buy |
+148,384
| New | +$13.4M | 5.63% | 1 |
|