Lauterbach Financial Advisors’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 | $1.96M | Buy |
18,163
+59
| +0.3% | +$6.36K | 1.08% | 16 |
|
|
2025
Q1 | $2.15M | Sell |
18,104
-567
| -3% | -$67.4K | 1.34% | 12 |
|
|
2024
Q4 | $2.01M | Buy |
18,671
+52
| +0.3% | +$5.59K | 1.22% | 13 |
|
|
2024
Q3 | $2.18M | Buy |
18,619
+49
| +0.3% | +$5.74K | 1.33% | 12 |
|
|
2024
Q2 | $2.17M | Buy |
18,570
+44
| +0.2% | +$5.14K | 1.43% | 11 |
|
|
2024
Q1 | $2.15M | Buy |
18,526
+681
| +4% | +$79.2K | 1.41% | 10 |
|
|
2023
Q4 | $1.78M | Buy |
17,845
+50
| +0.3% | +$5K | 1.24% | 12 |
|
|
2023
Q3 | $2.09M | Buy |
17,795
+188
| +1% | +$22.1K | 1.64% | 9 |
|
|
2023
Q2 | $1.89M | Buy |
17,607
+41
| +0.2% | +$4.4K | 1.44% | 11 |
|
|
2023
Q1 | $1.93M | Buy |
17,566
+51
| +0.3% | +$5.59K | 1.56% | 9 |
|
|
2022
Q4 | $1.93M | Buy |
17,515
+51
| +0.3% | +$5.63K | 1.72% | 8 |
|
|
2022
Q3 | $1.53M | Buy |
17,464
+52
| +0.3% | +$4.54K | 1.55% | 8 |
|
|
2022
Q2 | $1.49M | Sell |
17,412
-627
| -3% | -$53.7K | 1.42% | 12 |
|
|
2022
Q1 | $1.49M | Buy |
18,039
+59
| +0.3% | +$4.87K | 1.35% | 12 |
|
|
2021
Q4 | $1.1M | Buy |
+17,980
| New | +$1.1M | 0.97% | 13 |
|