LAM
Lummis Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Hold |
21,554
| – | – | 1.51% | 21 |
|
|
2025
Q1 | $2.38M | Buy |
21,554
+13,907
| +182% | +$1.53M | 1.65% | 22 |
|
|
2024
Q4 | $823K | Sell |
7,647
-31
| -0.4% | -$3.34K | 1.04% | 28 |
|
|
2024
Q3 | $900K | Sell |
7,678
-10
| -0.1% | -$1.17K | 1.05% | 27 |
|
|
2024
Q2 | $885K | Buy |
7,688
+399
| +5% | +$45.9K | 1.17% | 28 |
|
|
2024
Q1 | $847K | Sell |
7,289
-13,904
| -66% | -$1.62M | 1.14% | 29 |
|
|
2023
Q4 | $2.12M | Buy |
+21,193
| New | +$2.12M | 1.62% | 19 |
|