LRWM
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Lord & Richards Wealth Management’s Exxon Mobil XOM Stock Holding History

Lord & Richards Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$442K Buy
4,096
+1,209
+42% +$130K 0.46% 42
2025
Q1 		$343K Buy
+2,887
New +$343K 0.39% 53