Fiduciary Alliance’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 | $4.77M | Buy |
44,231
+10,030
| +29% | +$1.08M | 0.36% | 70 |
|
|
2025
Q1 | $4.07M | Sell |
34,201
-11,998
| -26% | -$1.43M | 0.4% | 65 |
|
|
2024
Q4 | $4.97M | Sell |
46,199
-20,558
| -31% | -$2.21M | 0.5% | 56 |
|
|
2024
Q3 | $7.83M | Buy |
66,757
+45,734
| +218% | +$5.36M | 1.04% | 32 |
|
|
2024
Q2 | $2.4M | Buy |
21,023
+6,260
| +42% | +$715K | 0.39% | 65 |
|
|
2024
Q1 | $1.73M | Buy |
14,763
+134
| +0.9% | +$15.7K | 0.3% | 73 |
|
|
2023
Q4 | $1.46M | Sell |
14,629
-1,718
| -11% | -$172K | 0.29% | 68 |
|
|
2023
Q3 | $1.92M | Buy |
16,347
+12,964
| +383% | +$1.52M | 0.44% | 52 |
|
|
2023
Q2 | $363K | Buy |
3,383
+490
| +17% | +$52.5K | 0.08% | 121 |
|
|
2023
Q1 | $317K | Buy |
2,893
+34
| +1% | +$3.73K | 0.08% | 112 |
|
|
2022
Q4 | $315K | Buy |
+2,859
| New | +$315K | 0.08% | 112 |
|