Fiduciary 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
$5.66M Sell
52,479
-456
-0.9% -$49.2K 0.53% 51
2025
Q1
$6.3M Sell
52,935
-128
-0.2% -$15.2K 0.63% 45
2024
Q4
$5.71M Sell
53,063
-91
-0.2% -$9.79K 0.57% 48
2024
Q3
$6.23M Buy
53,154
+46
+0.1% +$5.39K 0.63% 46
2024
Q2
$6.11M Sell
53,108
-611
-1% -$70.3K 0.66% 43
2024
Q1
$6.24M Buy
53,719
+1,377
+3% +$160K 0.68% 40
2023
Q4
$5.23M Buy
52,342
+896
+2% +$89.6K 0.61% 45
2023
Q3
$6.05M Sell
51,446
-234
-0.5% -$27.5K 0.77% 40
2023
Q2
$5.54M Sell
51,680
-10
-0% -$1.07K 0.68% 42
2023
Q1
$5.67M Buy
51,690
+593
+1% +$65K 0.74% 40
2022
Q4
$5.64M Sell
51,097
-168
-0.3% -$18.5K 0.75% 40
2022
Q3
$5.67M Buy
51,265
+514
+1% +$56.8K 0.73% 43
2022
Q2
$4.73M Buy
50,751
+2,584
+5% +$241K 0.59% 48
2022
Q1
$4.18M Buy
48,167
+622
+1% +$54K 0.55% 50
2021
Q4
$2.91M Buy
47,545
+68
+0.1% +$4.16K 0.32% 71
2021
Q3
$3.13M Sell
47,477
-1,375
-3% -$90.5K 0.35% 62
2021
Q2
$2.78M Buy
48,852
+109
+0.2% +$6.2K 0.32% 67
2021
Q1
$2.79M Sell
48,743
-342
-0.7% -$19.6K 0.34% 64
2020
Q4
$2.45M Sell
49,085
-2,346
-5% -$117K 0.32% 68
2020
Q3
$1.77M Sell
51,431
-2,399
-4% -$82.4K 0.27% 76
2020
Q2
$2.41M Sell
53,830
-7,708
-13% -$345K 0.4% 54
2020
Q1
$2.34M Sell
61,538
-79,440
-56% -$3.02M 0.46% 50
2019
Q4
$9.84M Sell
140,978
-7,498
-5% -$523K 1.57% 16
2019
Q3
$10.5M Buy
148,476
+3,641
+3% +$257K 1.83% 15
2019
Q2
$11.1M Buy
144,835
+256
+0.2% +$19.6K 1.99% 12
2019
Q1
$11.7M Buy
144,579
+2,285
+2% +$185K 2.17% 10
2018
Q4
$9.7M Buy
142,294
+3,527
+3% +$241K 2.01% 11
2018
Q3
$11.8M Buy
138,767
+2,646
+2% +$225K 2.31% 7
2018
Q2
$11.3M Sell
136,121
-239
-0.2% -$19.8K 2.38% 7
2018
Q1
$10.2M Buy
136,360
+4,349
+3% +$324K 2.21% 8
2017
Q4
$11M Sell
132,011
-2,386
-2% -$200K 2.36% 8
2017
Q3
$11M Buy
134,397
+805
+0.6% +$66K 2.48% 6
2017
Q2
$10.8M Buy
133,592
+669
+0.5% +$54K 2.49% 5
2017
Q1
$10.9M Buy
132,923
+3,473
+3% +$285K 2.58% 4
2016
Q4
$11.7M Sell
129,450
-237
-0.2% -$21.4K 3.02% 3
2016
Q3
$11.3M Sell
129,687
-3,145
-2% -$274K 3.07% 3
2016
Q2
$12.5M Sell
132,832
-2,550
-2% -$239K 3.46% 3
2016
Q1
$11.3M Buy
135,382
+3,063
+2% +$256K 3.28% 3
2015
Q4
$10.3M Buy
132,319
+19,908
+18% +$1.55M 3.07% 3
2015
Q3
$8.36M Buy
112,411
+7,132
+7% +$530K 2.78% 3
2015
Q2
$8.76M Buy
+105,279
New +$8.76M 2.76% 2