Safe Harbor Fiduciary’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	$444K	Buy	4,119 +347	+9%	+$37.4K	0.42%	51
2025 Q1	$449K	Sell	3,772 -391	-9%	-$46.5K	0.46%	50
2024 Q4	$448K	Buy	4,163 +45	+1%	+$4.84K	0.46%	46
2024 Q3	$483K	Buy	+4,118	New	+$483K	0.45%	44