FMB Wealth Management’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
$307K Sell
2,844
-4
-0.1% -$431 0.15% 59
2025
Q1
$339K Buy
2,848
+4
+0.1% +$476 0.19% 53
2024
Q4
$306K Buy
2,844
+7
+0.2% +$753 0.17% 52
2024
Q3
$333K Sell
2,837
-54
-2% -$6.33K 0.19% 51
2024
Q2
$333K Buy
2,891
+291
+11% +$33.5K 0.25% 51
2024
Q1
$302K Sell
2,600
-22
-0.8% -$2.56K 0.24% 51
2023
Q4
$262K Buy
2,622
+16
+0.6% +$1.6K 0.24% 49
2023
Q3
$306K Buy
2,606
+13
+0.5% +$1.53K 0.33% 39
2023
Q2
$278K Sell
2,593
-1
-0% -$107 0.3% 43
2023
Q1
$285K Buy
2,594
+28
+1% +$3.07K 0.34% 40
2022
Q4
$283K Buy
+2,566
New +$283K 0.36% 36