Gallagher Fiduciary 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 | $2.72M | Sell |
25,190
-155
| -0.6% | -$16.7K | 0.11% | 40 |
|
|
2025
Q1 | $3.01M | Buy |
25,345
+1,000
| +4% | +$119K | 0.1% | 50 |
|
|
2024
Q4 | $2.62M | Buy |
24,345
+2,058
| +9% | +$221K | 0.51% | 31 |
|
|
2024
Q3 | $2.61M | Sell |
22,287
-716
| -3% | -$83.9K | 0.53% | 29 |
|
|
2024
Q2 | $2.65M | Buy |
23,003
+2,442
| +12% | +$281K | 0.59% | 25 |
|
|
2024
Q1 | $2.39M | Buy |
20,561
+2,015
| +11% | +$234K | 0.08% | 35 |
|
|
2023
Q4 | $1.85M | Buy |
18,546
+1,353
| +8% | +$135K | 0.06% | 35 |
|
|
2023
Q3 | $2.02M | Sell |
17,193
-388
| -2% | -$45.6K | 0.18% | 32 |
|
|
2023
Q2 | $1.89M | Sell |
17,581
-323
| -2% | -$34.6K | 0.14% | 37 |
|
|
2023
Q1 | $1.96M | Buy |
+17,904
| New | +$1.96M | 0.16% | 37 |
|