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