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 |
|