Lathrop Investment Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$19.4M Buy
114,521
+4,535
+4% +$662K 3.64% 5
2025
Q4
$13.2M Buy
109,986
+1,103
+1% +$128K 2.4% 20
2025
Q3
$12.3M Buy
108,883
+1,947
+2% +$216K 2.26% 23
2025
Q2
$11.5M Buy
106,936
+3,894
+4% +$416K 2.18% 25
2025
Q1
$12.3M Buy
103,042
+3,094
+3% +$342K 2.43% 23
2024
Q4
$10.8M Buy
99,948
+5,498
+6% +$643K 2.05% 25
2024
Q3
$11.1M Buy
94,450
+2,562
+3% +$296K 2.06% 24
2024
Q2
$10.6M Sell
91,888
-2,347
-2% -$273K 2.07% 24
2024
Q1
$11M Sell
94,235
-24,925
-21% -$2.61M 2.12% 22
2023
Q4
$11.9M Sell
119,160
-2,021
-2% -$212K 2.43% 19
2023
Q3
$14.2M Sell
121,181
-5,191
-4% -$569K 3.07% 14
2023
Q2
$13.6M Sell
126,372
-2,353
-2% -$257K 2.75% 14
2023
Q1
$14.1M Sell
128,725
-8,623
-6% -$954K 3% 11
2022
Q4
$15.1M Sell
137,348
-4,185
-3% -$448K 3.35% 9
2022
Q3
$12.4M Sell
141,533
-10,681
-7% -$975K 3.26% 11
2022
Q2
$13M Sell
152,214
-15,608
-9% -$1.41M 3.26% 10
2022
Q1
$13.9M Sell
167,822
-32,109
-16% -$2.5M 2.93% 14
2021
Q4
$12.2M Sell
199,931
-3,040
-1% -$190K 2.41% 22
2021
Q3
$11.9M Buy
202,971
+8,713
+4% +$497K 2.55% 23
2021
Q2
$12.3M Buy
194,258
+16,539
+9% +$987K 2.53% 22
2021
Q1
$9.92M Buy
177,719
+9,018
+5% +$473K 2.22% 24
2020
Q4
$6.95M Buy
168,701
+54,097
+47% +$2.03M 1.72% 30
2020
Q3
$3.93M Sell
114,604
-23,300
-17% -$952K 1.11% 31
2020
Q2
$6.17M Buy
137,904
+4,711
+4% +$211K 1.84% 26
2020
Q1
$5.06M Buy
133,193
+29,748
+29% +$1.64M 1.78% 25
2019
Q4
$7.22M Sell
103,445
-15,944
-13% -$1.1M 1.92% 25
2019
Q3
$8.43M Sell
119,389
-7,577
-6% -$548K 2.33% 23
2019
Q2
$9.73M Sell
126,966
-1,245
-1% -$96.4K 2.76% 18
2019
Q1
$10.4M Sell
128,211
-547
-0.4% -$41.7K 3.08% 17
2018
Q4
$8.78M Buy
+128,758
New +$10.1M 3.07% 16

Other funds holding XOM

Lathrop Investment Management's XOM Position: Q1 2026 in Review

Lathrop Investment Management increased its ExxonMobil (XOM) stake by 4.1% in Q1 2026, buying an estimated $662K and bringing the position to 114,521 shares worth $19.4M. The position accounts for 3.64% of the portfolio, ranked #5.

Lathrop Investment Management first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Lathrop Investment Management held 114,521 shares of ExxonMobil worth $19.4M as of Q1 2026.
  • Lathrop Investment Management bought 4,535 ExxonMobil shares in Q1 2026, an estimated $662K.
  • ExxonMobil made up 3.64% of Lathrop Investment Management's portfolio in Q1 2026, its #5 holding.
  • Lathrop Investment Management first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.