Fiduciary Family Office’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 | $772K | Buy |
7,160
+1,075
| +18% | +$116K | 0.25% | 81 |
|
2025
Q1 | $724K | Buy |
6,085
+3,624
| +147% | +$431K | 0.24% | 92 |
|
2024
Q4 | $265K | Sell |
2,461
-3,936
| -62% | -$423K | 0.08% | 40 |
|
2024
Q3 | $750K | Sell |
6,397
-624
| -9% | -$73.1K | 0.25% | 87 |
|
2024
Q2 | $808K | Sell |
7,021
-999
| -12% | -$115K | 0.32% | 79 |
|
2024
Q1 | $932K | Buy |
8,020
+1,824
| +29% | +$212K | 0.37% | 75 |
|
2023
Q4 | $620K | Buy |
+6,196
| New | +$620K | 0.27% | 92 |
|