Lodestone Wealth Management’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 | $895K | Sell |
8,303
-64
| -0.8% | -$6.9K | 0.44% | 67 |
|
|
2025
Q1 | $995K | Buy |
8,367
+106
| +1% | +$12.6K | 0.53% | 58 |
|
|
2024
Q4 | $889K | Buy |
8,261
+117
| +1% | +$12.6K | 0.45% | 63 |
|
|
2024
Q3 | $955K | Sell |
8,144
-108
| -1% | -$12.7K | 0.48% | 61 |
|
|
2024
Q2 | $950K | Buy |
8,252
+181
| +2% | +$20.8K | 0.5% | 63 |
|
|
2024
Q1 | $938K | Sell |
8,071
-68
| -0.8% | -$7.9K | 0.49% | 62 |
|
|
2023
Q4 | $814K | Buy |
8,139
+230
| +3% | +$23K | 0.47% | 62 |
|
|
2023
Q3 | $930K | Buy |
7,909
+50
| +0.6% | +$5.88K | 0.65% | 52 |
|
|
2023
Q2 | $843K | Buy |
7,859
+309
| +4% | +$33.1K | 0.58% | 55 |
|
|
2023
Q1 | $828K | Buy |
7,550
+54
| +0.7% | +$5.92K | 0.64% | 51 |
|
|
2022
Q4 | $827K | Buy |
+7,496
| New | +$827K | 0.67% | 51 |
|