Luts & Greenleigh Group’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
$25.8M Sell
239,403
-856
-0.4% -$92.3K 24.75% 1
2025
Q1
$28.6M Sell
240,259
-6,897
-3% -$820K 28.4% 1
2024
Q4
$26.6M Sell
247,156
-5,006
-2% -$538K 26.26% 1
2024
Q3
$29.6M Sell
252,162
-1,151
-0.5% -$135K 28.38% 1
2024
Q2
$29.2M Buy
+253,313
New +$29.2M 30.33% 1
2023
Q4
$25.3M Buy
253,021
+3,014
+1% +$301K 31.89% 1
2023
Q3
$29.4M Sell
250,007
-3,266
-1% -$384K 36.48% 1
2023
Q2
$27.2M Sell
253,273
-824
-0.3% -$88.4K 33.5% 1
2023
Q1
$27.9M Sell
254,097
-14,254
-5% -$1.56M 35.33% 1
2022
Q4
$29.6M Buy
+268,351
New +$29.6M 37.5% 1