LSA
Lion Street Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
31,071
+350
| +1% | +$37.7K | 1.02% | 18 |
|
|
2025
Q1 | $3.65M | Sell |
30,721
-100
| -0.3% | -$11.9K | 1.16% | 14 |
|
|
2024
Q4 | $3.32M | Buy |
30,821
+4,320
| +16% | +$465K | 1.06% | 16 |
|
|
2024
Q3 | $3.11M | Sell |
26,501
-2,673
| -9% | -$313K | 1.08% | 18 |
|
|
2024
Q2 | $3.36M | Sell |
29,174
-8
| -0% | -$921 | 1.24% | 14 |
|
|
2024
Q1 | $2.92M | Hold |
29,182
| – | – | 1.19% | 12 |
|
|
2023
Q4 | $2.92M | Sell |
29,182
-9,415
| -24% | -$941K | 1.19% | 12 |
|
|
2023
Q3 | $4.54M | Sell |
38,597
-10,132
| -21% | -$1.19M | 1.48% | 7 |
|
|
2023
Q2 | $3.14M | Buy |
48,729
+9,247
| +23% | +$596K | 1.06% | 9 |
|
|
2023
Q1 | $4.33M | Buy |
39,482
+16,333
| +71% | +$1.79M | 1.34% | 5 |
|
|
2022
Q4 | $1.49M | Buy |
23,149
+2,294
| +11% | +$148K | 0.78% | 11 |
|
|
2022
Q3 | $1.81M | Sell |
20,855
-2,294
| -10% | -$199K | 0.9% | 5 |
|
|
2022
Q2 | $1.49M | Buy |
23,149
+2,055
| +10% | +$132K | 0.78% | 11 |
|
|
2022
Q1 | $1.75M | Sell |
21,094
-1,429
| -6% | -$118K | 0.89% | 7 |
|
|
2021
Q4 | $1.37M | Sell |
22,523
-626
| -3% | -$38.2K | 0.67% | 13 |
|
|
2021
Q3 | $1.36M | Buy |
23,149
+22,449
| +3,207% | +$1.32M | 0.74% | 12 |
|
|
2021
Q2 | $44.2K | Buy |
+700
| New | +$44.2K | 1.6% | 14 |
|
|
2020
Q2 | – | Sell |
-550
| Closed | -$21K | – | 419 |
|
|
2020
Q1 | $21K | Buy |
+550
| New | +$21K | 0.11% | 94 |
|