Lodestone Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $931K | Sell |
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|
2025
Q2 | $895K | Sell |
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|
2025
Q1 | $995K | Buy |
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|
2024
Q4 | $889K | Buy |
|
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|
2024
Q3 | $955K | Sell |
|
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|
2024
Q2 | $950K | Buy |
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|
2024
Q1 | $938K | Sell |
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|
2023
Q4 | $814K | Buy |
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|
2023
Q3 | $930K | Buy |
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|
2023
Q2 | $843K | Buy |
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|
2023
Q1 | $828K | Buy |
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|
2022
Q4 | $827K | Buy |
|