Lion Street Advisors’s ExxonMobil XOM Stock Holding History

Lion Street Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.1M	Buy	48,063 +16,992	+55%	+$1.89M	1.07%	9
2025 Q2	$3.35M	Buy	31,071 +350	+1%	+$37.4K	1.02%	18
2025 Q1	$3.65M	Sell	30,721 -100	-0.3%	-$11.1K	1.16%	14
2024 Q4	$3.32M	Buy	30,821 +4,320	+16%	+$505K	1.06%	16
2024 Q3	$3.11M	Sell	26,501 -2,673	-9%	-$309K	1.08%	18
2024 Q2	$3.36M	Sell	29,174 -8	-0%	-$932	1.24%	14
2024 Q1	$2.92M	Hold	29,182	–	–	1.19%	12
2023 Q4	$2.92M	Sell	29,182 -9,415	-24%	-$990K	1.19%	12
2023 Q3	$4.54M	Sell	38,597 -10,132	-21%	-$1.11M	1.48%	7
2023 Q2	$3.14M	Buy	48,729 +9,247	+23%	+$1.01M	1.06%	9
2023 Q1	$4.33M	Buy	39,482 +16,333	+71%	+$1.81M	1.34%	5
2022 Q4	$1.49M	Buy	23,149 +2,294	+11%	+$246K	0.78%	11
2022 Q3	$1.81M	Sell	20,855 -2,294	-10%	-$209K	0.9%	5
2022 Q2	$1.49M	Buy	23,149 +2,055	+10%	+$185K	0.78%	11
2022 Q1	$1.75M	Sell	21,094 -1,429	-6%	-$111K	0.89%	7
2021 Q4	$1.37M	Sell	22,523 -626	-3%	-$39.1K	0.67%	13
2021 Q3	$1.36M	Buy	23,149 +22,449	+3,207%	+$1.28M	0.74%	12
2021 Q2	$44.2K	Buy	+700	New	+$41.8K	1.6%	14
2020 Q2	–	Sell	-550	Closed	-$21K	–	419
2020 Q1	$21K	Buy	+550	New	+$30.4K	0.11%	94

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return