SFS
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Security Financial Services’s ExxonMobil XOM Stock Holding History

Security Financial Services’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$925K Buy
6,767
+211
+3% +$31.6K 0.13% 100
2026
Q1 		$1.11M Buy
6,556
+442
+7% +$64.5K 0.18% 86
2025
Q4 		$736K Buy
6,114
+260
+4% +$30.2K 0.12% 107
2025
Q3 		$660K Buy
5,854
+179
+3% +$19.9K 0.11% 103
2025
Q2 		$612K Buy
5,675
+462
+9% +$49.4K 0.11% 100
2025
Q1 		$620K Buy
5,213
+337
+7% +$37.3K 0.12% 92
2024
Q4 		$525K Buy
4,876
+344
+8% +$40.2K 0.11% 97
2024
Q3 		$531K Sell
4,532
-19
-0.4% -$2.19K 0.11% 92
2024
Q2 		$524K Buy
4,551
+173
+4% +$20.1K 0.11% 95
2024
Q1 		$509K Buy
4,378
+288
+7% +$30.1K 0.11% 101
2023
Q4 		$409K Sell
4,090
-599
-13% -$63K 0.1% 111
2023
Q3 		$551K Buy
4,689
+599
+15% +$65.7K 0.16% 94
2023
Q2 		$439K Hold
4,090
– – 0.12% 103
2023
Q1 		$449K Sell
4,090
-333
-8% -$36.8K 0.14% 100
2022
Q4 		$488K Buy
4,423
+65
+1% +$6.96K 0.15% 95
2022
Q3 		$380K Hold
4,358
– – 0.13% 107
2022
Q2 		$373K Hold
4,358
– – 0.12% 101
2022
Q1 		$360K Hold
4,358
– – 0.11% 102
2021
Q4 		$267K Buy
+4,358
New +$272K 0.09% 119

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DA
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DC
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EB
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ACM
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ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return