BankPlus Trust Department’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
$3.11M Buy
28,841
+6,101
+27% +$658K 0.92% 20
2025
Q1
$2.7M Buy
22,740
+1,510
+7% +$180K 0.9% 23
2024
Q4
$2.28M Buy
+21,230
New +$2.28M 0.75% 26