Tilia 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 | $449K | Buy |
4,167
+53
| +1% | +$5.71K | 0.27% | 78 |
|
|
2025
Q1 | $489K | Buy |
4,114
+102
| +3% | +$12.1K | 0.33% | 75 |
|
|
2024
Q4 | $432K | Sell |
4,012
-330
| -8% | -$35.5K | 0.29% | 77 |
|
|
2024
Q3 | $509K | Sell |
4,342
-250
| -5% | -$29.3K | 0.35% | 69 |
|
|
2024
Q2 | $529K | Sell |
4,592
-151
| -3% | -$17.4K | 0.41% | 62 |
|
|
2024
Q1 | $551K | Buy |
4,743
+211
| +5% | +$24.5K | 0.45% | 62 |
|
|
2023
Q4 | $453K | Sell |
4,532
-43
| -0.9% | -$4.3K | 0.42% | 70 |
|
|
2023
Q3 | $538K | Sell |
4,575
-145
| -3% | -$17.1K | 0.56% | 59 |
|
|
2023
Q2 | $506K | Buy |
4,720
+106
| +2% | +$11.4K | 0.45% | 61 |
|
|
2023
Q1 | $506K | Sell |
4,614
-44
| -0.9% | -$4.83K | 0.48% | 63 |
|
|
2022
Q4 | $514K | Buy |
4,658
+6
| +0.1% | +$662 | 0.49% | 63 |
|
|
2022
Q3 | $456K | Buy |
4,652
+6
| +0.1% | +$588 | 0.46% | 67 |
|
|
2022
Q2 | $393K | Buy |
4,646
+823
| +22% | +$69.6K | 0.38% | 70 |
|
|
2022
Q1 | $316K | Buy |
3,823
+305
| +9% | +$25.2K | 0.27% | 83 |
|
|
2021
Q4 | $215K | Buy |
+3,518
| New | +$215K | 0.17% | 101 |
|