Lane & Associates’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$471K Sell
3,961
-162
-4% -$19.3K 0.25% 69
2024
Q4
$440K Sell
4,123
-1,098
-21% -$117K 0.23% 74
2024
Q3
$612K Buy
5,221
+214
+4% +$25.1K 0.33% 60
2024
Q2
$576K Buy
5,007
+20
+0.4% +$2.3K 0.34% 60
2024
Q1
$580K Sell
4,987
-71
-1% -$8.25K 0.36% 58
2023
Q4
$506K Sell
5,058
-509
-9% -$50.9K 0.37% 59
2023
Q3
$655K Buy
5,567
+113
+2% +$13.3K 0.53% 44
2023
Q2
$585K Buy
5,454
+8
+0.1% +$858 0.47% 46
2023
Q1
$597K Sell
5,446
-650
-11% -$71.3K 0.53% 43
2022
Q4
$672K Buy
+6,096
New +$672K 0.64% 36