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Bourne Lent Asset Management’s Exxon Mobil XOM Stock Holding History

Bourne Lent Asset Management’s Portfolio XOM Stock Details XOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$790K Buy
7,327
+3,950
+117% +$426K 0.31% 35
2025
Q1 		$402K Hold
3,377
– – 0.17% 42
2024
Q4 		$363K Hold
3,377
– – 0.14% 44
2024
Q3 		$396K Sell
3,377
-150
-4% -$17.6K 0.15% 43
2024
Q2 		$406K Hold
3,527
– – 0.16% 43
2024
Q1 		$410K Hold
3,527
– – 0.17% 45
2023
Q4 		$353K Hold
3,527
– – 0.14% 46
2023
Q3 		$415K Hold
3,527
– – 0.18% 41
2023
Q2 		$378K Hold
3,527
– – 0.13% 45
2023
Q1 		$387K Hold
3,527
– – 0.15% 47
2022
Q4 		$389K Hold
3,527
– – 0.17% 44
2022
Q3 		$308K Hold
3,527
– – 0.13% 46
2022
Q2 		$302K Sell
3,527
-128
-4% -$11K 0.12% 50
2022
Q1 		$302K Hold
3,655
– – 0.09% 51
2021
Q4 		$224K Hold
3,655
– – 0.06% 60
2021
Q3 		$215K Hold
3,655
– – 0.06% 58
2021
Q2 		$231K Hold
3,655
– – 0.06% 59
2021
Q1 		$204K Buy
+3,655
New +$204K 0.07% 61
2020
Q1 		– Sell
-4,470
Closed -$312K – 61
2019
Q4 		$312K Hold
4,470
– – 0.15% 47
2019
Q3 		$316K Hold
4,470
– – 0.15% 46
2019
Q2 		$343K Hold
4,470
– – 0.16% 42
2019
Q1 		$361K Hold
4,470
– – 0.18% 44
2018
Q4 		$305K Sell
4,470
-1,366
-23% -$93.2K 0.18% 45
2018
Q3 		$496K Hold
5,836
– – 0.24% 36
2018
Q2 		$483K Hold
5,836
– – 0.25% 38
2018
Q1 		$435K Sell
5,836
-5,982
-51% -$446K 0.24% 42
2017
Q4 		$988K Hold
11,818
– – 0.53% 25
2017
Q3 		$969K Hold
11,818
– – 0.5% 28
2017
Q2 		$954K Hold
11,818
– – 0.52% 26
2017
Q1 		$969K Hold
11,818
– – 0.53% 28
2016
Q4 		$1.07M Sell
11,818
-500
-4% -$45.1K 0.64% 26
2016
Q3 		$1.08M Sell
12,318
-60
-0.5% -$5.24K 0.79% 22
2016
Q2 		$1.16M Buy
12,378
+111
+0.9% +$10.4K 0.91% 22
2016
Q1 		$1.03M Hold
12,267
– – 0.82% 21
2015
Q4 		$956K Hold
12,267
– – 0.72% 21
2015
Q3 		$912K Hold
12,267
– – 0.75% 20
2015
Q2 		$1.02M Sell
12,267
-12
-0.1% -$999 0.8% 18
2015
Q1 		$1.04M Buy
+12,279
New +$1.04M 0.79% 19