Fiduciary Financial Group’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
$808K Sell
7,394
-12
-0.2% -$1.31K 0.15% 99
2025
Q1
$740K Buy
7,406
+606
+9% +$60.6K 0.16% 92
2024
Q4
$725K Buy
6,800
+1,689
+33% +$180K 0.16% 91
2024
Q3
$624K Buy
5,111
+59
+1% +$7.2K 0.14% 89
2024
Q2
$586K Buy
+5,052
New +$586K 0.14% 93