Lantern Wealth Advisors’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
$511K Buy
2024
Q4
$540K Buy
2024
Q3
$571K Sell
2024
Q2
$572K Buy
2024
Q1
$577K Buy
2023
Q4
$496K Buy