Lakewood Asset Management’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 | $254K | Buy |
2,359
+3
| +0.1% | +$323 | 0.17% | 86 |
|
|
2025
Q1 | $280K | Sell |
2,356
-4,958
| -68% | -$590K | 0.19% | 79 |
|
|
2024
Q4 | $787K | Sell |
7,314
-41
| -0.6% | -$4.41K | 0.54% | 55 |
|
|
2024
Q3 | $862K | Sell |
7,355
-242
| -3% | -$28.4K | 0.59% | 47 |
|
|
2024
Q2 | $875K | Buy |
7,597
+11
| +0.1% | +$1.27K | 0.61% | 41 |
|
|
2024
Q1 | $882K | Buy |
7,586
+924
| +14% | +$107K | 0.6% | 47 |
|
|
2023
Q4 | $666K | Sell |
6,662
-191
| -3% | -$19.1K | 0.52% | 53 |
|
|
2023
Q3 | $806K | Buy |
6,853
+100
| +1% | +$11.8K | 0.66% | 44 |
|
|
2023
Q2 | $724K | Buy |
6,753
+22
| +0.3% | +$2.36K | 0.57% | 51 |
|
|
2023
Q1 | $738K | Buy |
6,731
+42
| +0.6% | +$4.61K | 0.61% | 51 |
|
|
2022
Q4 | $738K | Buy |
+6,689
| New | +$738K | 0.6% | 48 |
|