Lockerman Financial Group’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 | $527K | Buy |
4,889
+784
| +19% | +$84.5K | 0.71% | 36 |
|
|
2025
Q1 | $488K | Buy |
4,105
+203
| +5% | +$24.1K | 0.74% | 36 |
|
|
2024
Q4 | $420K | Buy |
3,902
+231
| +6% | +$24.8K | 0.71% | 44 |
|
|
2024
Q3 | $430K | Buy |
3,671
+186
| +5% | +$21.8K | 0.73% | 41 |
|
|
2024
Q2 | $401K | Buy |
3,485
+578
| +20% | +$66.5K | 0.73% | 40 |
|
|
2024
Q1 | $338K | Buy |
2,907
+256
| +10% | +$29.8K | 0.65% | 46 |
|
|
2023
Q4 | $265K | Buy |
2,651
+192
| +8% | +$19.2K | 0.61% | 56 |
|
|
2023
Q3 | $289K | Sell |
2,459
-220
| -8% | -$25.9K | 0.78% | 44 |
|
|
2023
Q2 | $287K | Buy |
2,679
+289
| +12% | +$31K | 0.8% | 44 |
|
|
2023
Q1 | $262K | Buy |
2,390
+300
| +14% | +$32.9K | 0.72% | 48 |
|
|
2022
Q4 | $231K | Buy |
+2,090
| New | +$231K | 0.67% | 58 |
|