LAM
Lewis Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
10,286
+6,410
| +165% | +$691K | 0.52% | 46 |
|
|
2025
Q1 | $461K | Buy |
3,876
+161
| +4% | +$19.1K | 0.38% | 68 |
|
|
2024
Q4 | $400K | Buy |
3,715
+112
| +3% | +$12K | 0.31% | 82 |
|
|
2024
Q3 | $422K | Buy |
3,603
+980
| +37% | +$115K | 0.31% | 79 |
|
|
2024
Q2 | $302K | Buy |
2,623
+318
| +14% | +$36.6K | 0.23% | 94 |
|
|
2024
Q1 | $268K | Buy |
2,305
+107
| +5% | +$12.4K | 0.22% | 100 |
|
|
2023
Q4 | $220K | Buy |
+2,198
| New | +$220K | 0.2% | 101 |
|