AFG Fiduciary Services’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
$1.05M Sell
9,648
-63
-0.6% -$6.88K 0.67% 33
2025
Q1
$1.03M Hold
9,711
0.75% 30
2024
Q4
$1.08M Sell
9,711
-14
-0.1% -$1.56K 0.76% 28
2024
Q3
$1.2M Hold
9,725
0.81% 22
2024
Q2
$1.12M Sell
9,725
-87
-0.9% -$10K 0.78% 25
2024
Q1
$1.19M Buy
9,812
+660
+7% +$80K 0.88% 21
2023
Q4
$924K Sell
9,152
-213
-2% -$21.5K 0.75% 28
2023
Q3
$1.03M Sell
9,365
-40
-0.4% -$4.4K 0.91% 21
2023
Q2
$949K Hold
9,405
0.72% 26
2023
Q1
$1.03M Buy
9,405
+2,072
+28% +$227K 0.95% 21
2022
Q4
$809K Sell
7,333
-129
-2% -$14.2K 0.76% 29
2022
Q3
$652K Buy
7,462
+29
+0.4% +$2.53K 0.61% 34
2022
Q2
$637K Hold
7,433
0.55% 44
2022
Q1
$614K Sell
7,433
-1,016
-12% -$83.9K 0.43% 47
2021
Q4
$517K Buy
+8,449
New +$517K 0.36% 45