Lake Street Private Wealth’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 | $5.85M | Buy |
54,241
+706
| +1% | +$76.1K | 0.83% | 37 |
|
|
2025
Q1 | $6.37M | Buy |
53,535
+1,918
| +4% | +$228K | 1.04% | 22 |
|
|
2024
Q4 | $5.55M | Buy |
51,617
+2,067
| +4% | +$222K | 0.89% | 31 |
|
|
2024
Q3 | $5.81M | Sell |
49,550
-9,369
| -16% | -$1.1M | 0.93% | 27 |
|
|
2024
Q2 | $6.78M | Buy |
58,919
+42,489
| +259% | +$4.89M | 0.88% | 24 |
|
|
2024
Q1 | $1.91M | Sell |
16,430
-5,972
| -27% | -$694K | 0.26% | 89 |
|
|
2023
Q4 | $2.24M | Buy |
22,402
+2,935
| +15% | +$293K | 0.35% | 77 |
|
|
2023
Q3 | $2.33M | Sell |
19,467
-8
| -0% | -$956 | 0.42% | 75 |
|
|
2023
Q2 | $2.09M | Buy |
19,475
+1,285
| +7% | +$138K | 0.37% | 82 |
|
|
2023
Q1 | $1.99M | Buy |
18,190
+1,169
| +7% | +$128K | 0.37% | 82 |
|
|
2022
Q4 | $1.88M | Sell |
17,021
-521
| -3% | -$57.5K | 0.39% | 77 |
|
|
2022
Q3 | $1.53M | Sell |
17,542
-713
| -4% | -$62.3K | 0.35% | 84 |
|
|
2022
Q2 | $1.56M | Buy |
18,255
+358
| +2% | +$30.7K | 0.33% | 86 |
|
|
2022
Q1 | $1.48M | Buy |
17,897
+96
| +0.5% | +$7.93K | 0.27% | 97 |
|
|
2021
Q4 | $1.09M | Buy |
17,801
+13,286
| +294% | +$813K | 0.19% | 119 |
|
|
2021
Q3 | $266K | Buy |
4,515
+786
| +21% | +$46.3K | 0.06% | 187 |
|
|
2021
Q2 | $236K | Buy |
+3,729
| New | +$236K | 0.06% | 189 |
|
|
2020
Q2 | – | Sell |
-5,287
| Closed | -$201K | – | 156 |
|
|
2020
Q1 | $201K | Sell |
5,287
-427
| -7% | -$16.2K | 0.09% | 137 |
|
|
2019
Q4 | $399K | Sell |
5,714
-20,754
| -78% | -$1.45M | 0.15% | 126 |
|
|
2019
Q3 | $1.87M | Sell |
26,468
-138
| -0.5% | -$9.75K | 0.85% | 39 |
|
|
2019
Q2 | $2.04M | Buy |
26,606
+3,162
| +13% | +$242K | 1.2% | 26 |
|
|
2019
Q1 | $1.89M | Buy |
+23,444
| New | +$1.89M | 1.3% | 26 |
|