LPAM
Lodestar Private Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
12,163
+2,528
| +26% | +$273K | 0.15% | 85 |
|
|
2025
Q1 | $1.15M | Sell |
9,635
-87
| -0.9% | -$10.3K | 0.14% | 92 |
|
|
2024
Q4 | $1.05M | Sell |
9,722
-197
| -2% | -$21.2K | 0.13% | 92 |
|
|
2024
Q3 | $1.16M | Buy |
9,919
+108
| +1% | +$12.7K | 0.15% | 90 |
|
|
2024
Q2 | $1.13M | Buy |
9,811
+1,017
| +12% | +$117K | 0.16% | 92 |
|
|
2024
Q1 | $1.02M | Hold |
8,794
| – | – | 0.15% | 96 |
|
|
2023
Q4 | $879K | Sell |
8,794
-420
| -5% | -$42K | 0.13% | 96 |
|
|
2023
Q3 | $1.08M | Sell |
9,214
-187
| -2% | -$22K | 0.19% | 85 |
|
|
2023
Q2 | $1.01M | Buy |
9,401
+354
| +4% | +$38K | 0.17% | 87 |
|
|
2023
Q1 | $992K | Buy |
9,047
+232
| +3% | +$25.4K | 0.18% | 89 |
|
|
2022
Q4 | $972K | Buy |
+8,815
| New | +$972K | 0.19% | 86 |
|