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Fiducient Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
32,029
+25,121
| +364% | +$2.71M | 0.42% | 40 |
|
|
2025
Q1 | $822K | Buy |
6,908
+434
| +7% | +$51.6K | 0.1% | 79 |
|
|
2024
Q4 | $696K | Sell |
6,474
-14,933
| -70% | -$1.61M | 0.09% | 84 |
|
|
2024
Q3 | $2.51M | Buy |
21,407
+14,803
| +224% | +$1.74M | 0.29% | 40 |
|
|
2024
Q2 | $760K | Sell |
6,604
-3,206
| -33% | -$369K | 0.11% | 77 |
|
|
2024
Q1 | $1.14M | Buy |
9,810
+1,568
| +19% | +$182K | 0.23% | 43 |
|
|
2023
Q4 | $824K | Buy |
8,242
+355
| +5% | +$35.5K | 0.15% | 53 |
|
|
2023
Q3 | $927K | Buy |
+7,887
| New | +$927K | 0.05% | 46 |
|
|
2023
Q1 | – | Sell |
-2,707
| Closed | -$299K | – | 172 |
|
|
2022
Q4 | $299K | Buy |
2,707
+140
| +5% | +$15.4K | 0.09% | 139 |
|
|
2022
Q3 | $224K | Sell |
2,567
-1,400
| -35% | -$122K | 0.11% | 56 |
|
|
2022
Q2 | $340K | Buy |
3,967
+1,400
| +55% | +$120K | 0.13% | 59 |
|
|
2022
Q1 | $212K | Buy |
+2,567
| New | +$212K | 0.08% | 61 |
|
|
2021
Q4 | – | Sell |
-7,834
| Closed | -$461K | – | 97 |
|
|
2021
Q3 | $461K | Sell |
7,834
-1,032
| -12% | -$60.7K | 0.14% | 54 |
|
|
2021
Q2 | $559K | Sell |
8,866
-9,790
| -52% | -$617K | 0.17% | 37 |
|
|
2021
Q1 | $1.04M | Sell |
18,656
-641
| -3% | -$35.8K | 0.34% | 26 |
|
|
2020
Q4 | $795K | Buy |
+19,297
| New | +$795K | 0.3% | 30 |
|