Fortitude Advisory 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
$276K Buy
2,562
+1
+0% +$108 0.16% 148
2025
Q1
$267K Sell
2,561
-56
-2% -$5.84K 0.19% 127
2024
Q4
$281K Sell
2,617
-539
-17% -$58K 0.17% 131
2024
Q3
$370K Buy
3,156
+378
+14% +$44.3K 0.23% 104
2024
Q2
$320K Sell
2,778
-1,637
-37% -$188K 0.19% 112
2024
Q1
$513K Sell
4,415
-790
-15% -$91.8K 0.29% 77
2023
Q4
$520K Sell
5,205
-2,664
-34% -$266K 0.32% 68
2023
Q3
$925K Buy
7,869
+2,926
+59% +$344K 0.63% 27
2023
Q2
$530K Buy
4,943
+39
+0.8% +$4.18K 0.39% 55
2023
Q1
$538K Sell
4,904
-473
-9% -$51.9K 0.42% 56
2022
Q4
$593K Buy
5,377
+134
+3% +$14.8K 0.5% 51
2022
Q3
$458K Buy
5,243
+58
+1% +$5.07K 0.43% 56
2022
Q2
$444K Sell
5,185
-363
-7% -$31.1K 0.41% 63
2022
Q1
$458K Buy
5,548
+161
+3% +$13.3K 0.24% 72
2021
Q4
$330K Buy
+5,387
New +$330K 0.17% 113