Lord & Richards 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
2026
Q1
Sell
2025
Q4
$599K Buy
2025
Q3
$489K Buy
2025
Q2
$442K Buy
2025
Q1
$343K Buy