Lathrop Investment 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 | $11.5M | Buy |
106,936
+3,894
| +4% | +$420K | 2.18% | 25 |
|
|
2025
Q1 | $12.3M | Buy |
103,042
+3,094
| +3% | +$368K | 2.43% | 23 |
|
|
2024
Q4 | $10.8M | Buy |
99,948
+5,498
| +6% | +$591K | 2.05% | 25 |
|
|
2024
Q3 | $11.1M | Buy |
94,450
+2,562
| +3% | +$300K | 2.06% | 24 |
|
|
2024
Q2 | $10.6M | Sell |
91,888
-2,347
| -2% | -$270K | 2.07% | 24 |
|
|
2024
Q1 | $11M | Sell |
94,235
-24,925
| -21% | -$2.9M | 2.12% | 22 |
|
|
2023
Q4 | $11.9M | Sell |
119,160
-2,021
| -2% | -$202K | 2.43% | 19 |
|
|
2023
Q3 | $14.2M | Sell |
121,181
-5,191
| -4% | -$610K | 3.07% | 14 |
|
|
2023
Q2 | $13.6M | Sell |
126,372
-2,353
| -2% | -$252K | 2.75% | 14 |
|
|
2023
Q1 | $14.1M | Sell |
128,725
-8,623
| -6% | -$946K | 3% | 11 |
|
|
2022
Q4 | $15.1M | Sell |
137,348
-4,185
| -3% | -$462K | 3.35% | 9 |
|
|
2022
Q3 | $12.4M | Sell |
141,533
-10,681
| -7% | -$933K | 3.26% | 11 |
|
|
2022
Q2 | $13M | Sell |
152,214
-15,608
| -9% | -$1.34M | 3.26% | 10 |
|
|
2022
Q1 | $13.9M | Sell |
167,822
-32,109
| -16% | -$2.65M | 2.93% | 14 |
|
|
2021
Q4 | $12.2M | Sell |
199,931
-3,040
| -1% | -$186K | 2.41% | 22 |
|
|
2021
Q3 | $11.9M | Buy |
202,971
+8,713
| +4% | +$513K | 2.55% | 23 |
|
|
2021
Q2 | $12.3M | Buy |
194,258
+16,539
| +9% | +$1.04M | 2.53% | 22 |
|
|
2021
Q1 | $9.92M | Buy |
177,719
+9,018
| +5% | +$503K | 2.22% | 24 |
|
|
2020
Q4 | $6.95M | Buy |
168,701
+54,097
| +47% | +$2.23M | 1.72% | 30 |
|
|
2020
Q3 | $3.93M | Sell |
114,604
-23,300
| -17% | -$800K | 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% | +$1.13M | 1.78% | 25 |
|
|
2019
Q4 | $7.22M | Sell |
103,445
-15,944
| -13% | -$1.11M | 1.92% | 25 |
|
|
2019
Q3 | $8.43M | Sell |
119,389
-7,577
| -6% | -$535K | 2.33% | 23 |
|
|
2019
Q2 | $9.73M | Sell |
126,966
-1,245
| -1% | -$95.4K | 2.76% | 18 |
|
|
2019
Q1 | $10.4M | Sell |
128,211
-547
| -0.4% | -$44.2K | 3.08% | 17 |
|
|
2018
Q4 | $8.78M | Buy |
+128,758
| New | +$8.78M | 3.07% | 16 |
|