AFG
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Allegheny Financial Group’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.7M Sell
127,122
-504
-0.4% -$54.3K 3.04% 8
2025
Q1
$15.2M Sell
127,626
-3,846
-3% -$457K 3.89% 8
2024
Q4
$14.1M Buy
131,472
+3,088
+2% +$332K 3.64% 7
2024
Q3
$15M Buy
128,384
+3,792
+3% +$444K 3.72% 7
2024
Q2
$14.3M Buy
124,592
+1,902
+2% +$219K 4.12% 7
2024
Q1
$14.3M Sell
122,690
-3,433
-3% -$399K 4.4% 6
2023
Q4
$12.6M Buy
126,123
+6,337
+5% +$634K 4.05% 6
2023
Q3
$14.1M Buy
119,786
+8,830
+8% +$1.04M 5.28% 4
2023
Q2
$11.9M Sell
110,956
-2,592
-2% -$278K 5.63% 3
2023
Q1
$12.5M Sell
113,548
-844
-0.7% -$92.6K 5.03% 4
2022
Q4
$12.6M Sell
114,392
-189
-0.2% -$20.8K 5.27% 4
2022
Q3
$10M Buy
114,581
+115
+0.1% +$10K 4.71% 4
2022
Q2
$9.8M Sell
114,466
-123
-0.1% -$10.5K 4.57% 5
2022
Q1
$9.46M Sell
114,589
-5,348
-4% -$442K 4.01% 6
2021
Q4
$7.34M Buy
119,937
+4,624
+4% +$283K 2.93% 8
2021
Q3
$6.78M Sell
115,313
-2,027
-2% -$119K 3.11% 7
2021
Q2
$7.4M Buy
117,340
+1,154
+1% +$72.8K 3.35% 7
2021
Q1
$6.49M Buy
116,186
+2,326
+2% +$130K 4.75% 4
2020
Q4
$4.69M Buy
+113,860
New +$4.69M 2.52% 8