Lane & Associates’s ExxonMobil XOM Stock Holding History

Lane & Associates’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
2025 Q1	$471K	Sell	3,961 -162	-4%	-$17.9K	0.25%	69
2024 Q4	$440K	Sell	4,123 -1,098	-21%	-$128K	0.23%	74
2024 Q3	$612K	Buy	5,221 +214	+4%	+$24.7K	0.33%	60
2024 Q2	$576K	Buy	5,007 +20	+0.4%	+$2.33K	0.34%	60
2024 Q1	$580K	Sell	4,987 -71	-1%	-$7.43K	0.36%	58
2023 Q4	$506K	Sell	5,058 -509	-9%	-$53.5K	0.37%	59
2023 Q3	$655K	Buy	5,567 +113	+2%	+$12.4K	0.53%	44
2023 Q2	$585K	Buy	5,454 +8	+0.1%	+$873	0.47%	46
2023 Q1	$597K	Sell	5,446 -650	-11%	-$71.9K	0.53%	43
2022 Q4	$672K	Buy	+6,096	New	+$653K	0.64%	36

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lane & Associates's XOM Position: Q1 2025 in Review

Lane & Associates reduced its ExxonMobil (XOM) stake by 3.9% in Q1 2025, selling an estimated $17.9K and leaving 3,961 shares worth $471K. The position accounts for 0.25% of the portfolio, ranked #69.

Lane & Associates first reported a position in XOM in Q4 2022 and has held it in 10 quarters since. The position peaked at $672K in Q4 2022. 4,259 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Lane & Associates held 3,961 shares of ExxonMobil worth $471K as of Q1 2025.
Lane & Associates sold 162 ExxonMobil shares in Q1 2025, an estimated $17.9K.
ExxonMobil made up 0.25% of Lane & Associates's portfolio in Q1 2025, its #69 holding.
Lane & Associates first reported a position in ExxonMobil in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's ExxonMobil position peaked at $672K in Q4 2022.
4,259 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.