KMG Fiduciary Partners’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 | $1.95M | Sell |
18,130
-122
| -0.7% | -$13.2K | 0.14% | 134 |
|
|
2025
Q1 | $2.17M | Buy |
18,252
+3,625
| +25% | +$431K | 0.18% | 126 |
|
|
2024
Q4 | $1.57M | Sell |
14,627
-1,299
| -8% | -$140K | 0.13% | 146 |
|
|
2024
Q3 | $1.87M | Buy |
15,926
+358
| +2% | +$42K | 0.16% | 130 |
|
|
2024
Q2 | $1.79M | Buy |
15,568
+1,670
| +12% | +$192K | 0.18% | 102 |
|
|
2024
Q1 | $1.62M | Sell |
13,898
-1,796
| -11% | -$209K | 0.17% | 111 |
|
|
2023
Q4 | $1.57M | Sell |
15,694
-107
| -0.7% | -$10.7K | 0.18% | 116 |
|
|
2023
Q3 | $1.86M | Buy |
15,801
+37
| +0.2% | +$4.35K | 0.25% | 96 |
|
|
2023
Q2 | $1.69M | Buy |
15,764
+118
| +0.8% | +$12.7K | 0.22% | 106 |
|
|
2023
Q1 | $1.72M | Sell |
15,646
-288
| -2% | -$31.6K | 0.25% | 104 |
|
|
2022
Q4 | $1.76M | Buy |
15,934
+1,980
| +14% | +$218K | 0.29% | 90 |
|
|
2022
Q3 | $1.22M | Buy |
13,954
+2,176
| +18% | +$190K | 0.23% | 99 |
|
|
2022
Q2 | $1.01M | Buy |
11,778
+1,947
| +20% | +$167K | 0.19% | 103 |
|
|
2022
Q1 | $812K | Buy |
9,831
+145
| +1% | +$12K | 0.13% | 123 |
|
|
2021
Q4 | $593K | Buy |
9,686
+793
| +9% | +$48.5K | 0.09% | 127 |
|
|
2021
Q3 | $523K | Buy |
8,893
+105
| +1% | +$6.18K | 0.09% | 128 |
|
|
2021
Q2 | $554K | Buy |
8,788
+1,029
| +13% | +$64.9K | 0.1% | 128 |
|
|
2021
Q1 | $433K | Sell |
7,759
-2,852
| -27% | -$159K | 0.08% | 134 |
|
|
2020
Q4 | $462K | Buy |
+10,611
| New | +$462K | 0.1% | 124 |
|
|
2020
Q3 | – | Sell |
-5,165
| Closed | -$231K | – | 148 |
|
|
2020
Q2 | $231K | Sell |
5,165
-832
| -14% | -$37.2K | 0.06% | 122 |
|
|
2020
Q1 | $228K | Buy |
5,997
+1,337
| +29% | +$50.8K | 0.07% | 118 |
|
|
2019
Q4 | $325K | Sell |
4,660
-1,550
| -25% | -$108K | 0.1% | 105 |
|
|
2019
Q3 | $438K | Buy |
6,210
+750
| +14% | +$52.9K | 0.15% | 82 |
|
|
2019
Q2 | $418K | Sell |
5,460
-557
| -9% | -$42.6K | 0.15% | 80 |
|
|
2019
Q1 | $486K | Buy |
6,017
+210
| +4% | +$17K | 0.18% | 80 |
|
|
2018
Q4 | $396K | Buy |
+5,807
| New | +$396K | 0.18% | 71 |
|