Lake Street Private Wealth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.85M | Buy |
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|
2025
Q1 | $6.37M | Buy |
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|
2024
Q4 | $5.55M | Buy |
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|
2024
Q3 | $5.81M | Sell |
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|
2024
Q2 | $6.78M | Buy |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $2.24M | Buy |
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|
2023
Q3 | $2.33M | Sell |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.99M | Buy |
|
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $1.48M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $236K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $1.87M | Sell |
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|
2019
Q2 | $2.04M | Buy |
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|
2019
Q1 | $1.89M | Buy |
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