Fortis Group Advisors’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 | $3.9M | Buy |
35,119
+3,940
| +13% | +$437K | 0.71% | 38 |
|
|
2025
Q1 | $3.71M | Sell |
31,179
-20,534
| -40% | -$2.44M | 0.72% | 47 |
|
|
2024
Q4 | $5.56M | Buy |
51,713
+11,779
| +29% | +$1.27M | 1.04% | 32 |
|
|
2024
Q3 | $4.68M | Sell |
39,934
-14,254
| -26% | -$1.67M | 0.87% | 36 |
|
|
2024
Q2 | $6.24M | Buy |
54,188
+23,719
| +78% | +$2.73M | 1.24% | 26 |
|
|
2024
Q1 | $3.54M | Sell |
30,469
-1,244
| -4% | -$145K | 0.65% | 45 |
|
|
2023
Q4 | $3.37M | Buy |
31,713
+5,859
| +23% | +$622K | 0.83% | 23 |
|
|
2023
Q3 | $2.88M | Buy |
25,854
+5,759
| +29% | +$642K | 0.88% | 22 |
|
|
2023
Q2 | $2.16M | Buy |
20,095
+8
| +0% | +$858 | 0.57% | 38 |
|
|
2023
Q1 | $2.38M | Buy |
+20,087
| New | +$2.38M | 0.72% | 29 |
|
|
2020
Q3 | $1.17M | Buy |
+34,217
| New | +$1.17M | 0.23% | 54 |
|