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Lake Street Advisors Group’s ExxonMobil XOM Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$6.27M Buy
58,313
+15,085
+35% +$1.76M 0.29% 57
2024
Q3 		$5.07M Sell
43,228
-14,195
-25% -$1.64M 0.23% 62
2024
Q2 		$6.61M Buy
57,423
+32,482
+130% +$3.78M 0.32% 52
2024
Q1 		$2.9M Buy
24,941
+971
+4% +$102K 0.14% 106
2023
Q4 		$2.4M Sell
23,970
-98
-0.4% -$10.3K 0.12% 119
2023
Q3 		$2.83M Sell
24,068
-481
-2% -$52.8K 0.17% 88
2023
Q2 		$2.63M Buy
24,549
+4,144
+20% +$452K 0.15% 101
2023
Q1 		$2.24M Buy
20,405
+503
+3% +$55.6K 0.14% 104
2022
Q4 		$2.19M Buy
19,902
+2,351
+13% +$252K 0.14% 99
2022
Q3 		$1.53M Buy
17,551
+1,293
+8% +$118K 0.11% 123
2022
Q2 		$1.39M Buy
16,258
+4,156
+34% +$375K 0.1% 129
2022
Q1 		$1M Buy
12,102
+1,357
+13% +$105K 0.06% 146
2021
Q4 		$658K Buy
10,745
+731
+7% +$45.7K 0.04% 160
2021
Q3 		$589K Buy
10,014
+3,224
+47% +$184K 0.06% 123
2021
Q2 		$389K Buy
6,790
+485
+8% +$29K 0.03% 203
2021
Q1 		$352K Buy
6,305
+1,036
+20% +$54.3K 0.03% 208
2020
Q4 		$217K Buy
+5,269
New +$198K 0.02% 281
2020
Q3 		– Sell
-9,860
Closed -$441K – 295
2020
Q2 		$441K Buy
9,860
+3,424
+53% +$154K 0.04% 146
2020
Q1 		$244K Sell
6,436
-1,677
-21% -$92.6K 0.03% 199
2019
Q4 		$566K Buy
8,113
+258
+3% +$17.8K 0.06% 113
2019
Q3 		$523K Sell
7,855
-1,405
-15% -$102K 0.06% 92
2019
Q2 		$710K Buy
9,260
+1,204
+15% +$93.2K 0.08% 73
2019
Q1 		$651K Buy
8,056
+937
+13% +$71.4K 0.07% 83
2018
Q4 		$485K Sell
7,119
-68
-0.9% -$5.33K 0.06% 96
2018
Q3 		$611K Sell
7,187
-3,392
-32% -$277K 0.07% 76
2018
Q2 		$875K Sell
10,579
-52
-0.5% -$4.14K 0.09% 91
2018
Q1 		$793K Sell
10,631
-979
-8% -$78.3K 0.09% 87
2017
Q4 		$971K Buy
+11,610
New +$960K 0.11% 72

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lake Street Advisors Group's XOM Position: Q4 2024 in Review

Lake Street Advisors Group increased its ExxonMobil (XOM) stake by 35% in Q4 2024, buying an estimated $1.76M and bringing the position to 58,313 shares worth $6.27M. The position accounts for 0.29% of the portfolio, ranked #57.

Lake Street Advisors Group first reported a position in XOM in Q4 2017 and has held it in 28 quarters since. The position peaked at $6.61M in Q2 2024. 4,264 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Lake Street Advisors Group held 58,313 shares of ExxonMobil worth $6.27M as of Q4 2024.
  • Lake Street Advisors Group bought 15,085 ExxonMobil shares in Q4 2024, an estimated $1.76M.
  • ExxonMobil made up 0.29% of Lake Street Advisors Group's portfolio in Q4 2024, its #57 holding.
  • Lake Street Advisors Group first reported a position in ExxonMobil in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's ExxonMobil position peaked at $6.61M in Q2 2024.
  • 4,264 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.