Alan B. Lancz & Associates’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 | Hold |
3,711
| – | – | 0.4% | 63 |
|
|
2025
Q1 | $441K | Hold |
3,711
| – | – | 0.47% | 55 |
|
|
2024
Q4 | $399K | Sell |
3,711
-250
| -6% | -$26.9K | 0.41% | 64 |
|
|
2024
Q3 | $464K | Sell |
3,961
-100
| -2% | -$11.7K | 0.43% | 62 |
|
|
2024
Q2 | $468K | Buy |
+4,061
| New | +$468K | 0.46% | 52 |
|
|
2023
Q4 | $422K | Sell |
4,225
-100
| -2% | -$10K | 0.44% | 62 |
|
|
2023
Q3 | $508K | Hold |
4,325
| – | – | 0.58% | 44 |
|
|
2023
Q2 | $464K | Hold |
4,325
| – | – | 0.5% | 57 |
|
|
2023
Q1 | $474K | Buy |
4,325
+16
| +0.4% | +$1.75K | 0.49% | 59 |
|
|
2022
Q4 | $488K | Hold |
4,309
| – | – | 0.49% | 60 |
|
|
2022
Q3 | $376K | Hold |
4,309
| – | – | 0.45% | 66 |
|
|
2022
Q2 | $418K | Sell |
4,309
-450
| -9% | -$43.7K | 0.41% | 69 |
|
|
2022
Q1 | $393K | Hold |
4,759
| – | – | 0.35% | 84 |
|
|
2021
Q4 | $291K | Buy |
+4,759
| New | +$291K | 0.25% | 108 |
|