LGA
Lebenthal Global Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
10,818
+1,244
| +13% | +$134K | 0.22% | 73 |
|
|
2025
Q1 | $1.14M | Sell |
9,574
-1,342
| -12% | -$160K | 0.21% | 66 |
|
|
2024
Q4 | $1.17M | Sell |
10,916
-1,282
| -11% | -$138K | 0.21% | 72 |
|
|
2024
Q3 | $1.43M | Sell |
12,198
-72
| -0.6% | -$8.44K | 0.29% | 50 |
|
|
2024
Q2 | $1.41M | Buy |
12,270
+6,255
| +104% | +$720K | 0.31% | 38 |
|
|
2024
Q1 | $699K | Sell |
6,015
-529
| -8% | -$61.5K | 0.16% | 86 |
|
|
2023
Q4 | $654K | Buy |
6,544
+1,111
| +20% | +$111K | 0.15% | 88 |
|
|
2023
Q3 | $639K | Sell |
5,433
-100
| -2% | -$11.8K | 0.19% | 66 |
|
|
2023
Q2 | $593K | Sell |
5,533
-226
| -4% | -$24.2K | 0.17% | 64 |
|
|
2023
Q1 | $632K | Sell |
5,759
-108
| -2% | -$11.8K | 0.19% | 56 |
|
|
2022
Q4 | $647K | Buy |
+5,867
| New | +$647K | 0.21% | 48 |
|
|
2022
Q3 | – | Sell |
-2,683
| Closed | -$229K | – | 138 |
|
|
2022
Q2 | $229K | Sell |
2,683
-1,256
| -32% | -$107K | 0.11% | 118 |
|
|
2022
Q1 | $325K | Sell |
3,939
-536
| -12% | -$44.2K | 0.14% | 110 |
|
|
2021
Q4 | $273K | Sell |
4,475
-1,876
| -30% | -$114K | 0.11% | 135 |
|
|
2021
Q3 | $373K | Sell |
6,351
-4,027
| -39% | -$237K | 0.23% | 79 |
|
|
2021
Q2 | $654K | Buy |
10,378
+4,320
| +71% | +$272K | 0.35% | 46 |
|
|
2021
Q1 | $338K | Buy |
6,058
+1,378
| +29% | +$76.9K | 0.21% | 81 |
|
|
2020
Q4 | $192K | Buy |
+4,680
| New | +$192K | 0.14% | 100 |
|