Sunburst Financial 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
$400K Buy
3,714
+58
+2% +$6.25K 0.09% 77
2025
Q1
$435K Buy
3,656
+50
+1% +$5.95K 0.11% 70
2024
Q4
$388K Buy
3,606
+147
+4% +$15.8K 0.1% 75
2024
Q3
$405K Sell
3,459
-106
-3% -$12.4K 0.1% 80
2024
Q2
$410K Buy
3,565
+453
+15% +$52.2K 0.11% 78
2024
Q1
$364K Buy
3,112
+138
+5% +$16.1K 0.1% 82
2023
Q4
$297K Buy
2,974
+93
+3% +$9.3K 0.09% 79
2023
Q3
$339K Sell
2,881
-15
-0.5% -$1.76K 0.12% 70
2023
Q2
$311K Buy
2,896
+15
+0.5% +$1.61K 0.11% 75
2023
Q1
$316K Sell
2,881
-59
-2% -$6.47K 0.12% 73
2022
Q4
$324K Hold
2,940
0.13% 75
2022
Q3
$257K Hold
2,940
0.12% 75
2022
Q2
$252K Buy
2,940
+14
+0.5% +$1.2K 0.12% 74
2022
Q1
$242K Buy
+2,926
New +$242K 0.12% 67