Lyell Wealth Management’s Exxon Mobil XOM Stock Holding History

Lyell 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	$2.33M	Buy	21,596 +3,214	+17%	+$346K	0.18%	87
2025 Q1	$2.19M	Sell	18,382 -275	-1%	-$32.7K	0.2%	87
2024 Q4	$2.01M	Buy	18,657 +1,992	+12%	+$214K	0.18%	95
2024 Q3	$1.95M	Hold	16,665	–	–	0.18%	99
2024 Q2	$1.92M	Buy	16,665 +3,989	+31%	+$459K	0.18%	99
2024 Q1	$1.47M	Buy	12,676 +447	+4%	+$52K	0.15%	101
2023 Q4	$1.22M	Buy	12,229 +4,774	+64%	+$477K	0.14%	105
2023 Q3	$877K	Hold	7,455	–	–	0.12%	106
2023 Q2	$800K	Sell	7,455 -77	-1%	-$8.26K	0.1%	113
2023 Q1	$826K	Buy	7,532 +153	+2%	+$16.8K	0.12%	118
2022 Q4	$814K	Buy	7,379 +545	+8%	+$60.1K	0.13%	116
2022 Q3	$597K	Buy	6,834 +490	+8%	+$42.8K	0.1%	125
2022 Q2	$543K	Buy	6,344 +1,230	+24%	+$105K	0.09%	128
2022 Q1	$422K	Buy	5,114 +155	+3%	+$12.8K	0.05%	147
2021 Q4	$303K	Sell	4,959 -579	-10%	-$35.4K	0.03%	166
2021 Q3	$326K	Hold	5,538	–	–	0.04%	153
2021 Q2	$349K	Buy	5,538 +554	+11%	+$34.9K	0.04%	156
2021 Q1	$278K	Buy	+4,984	New	+$278K	0.04%	157
2020 Q3	–	Sell	-5,164	Closed	-$231K	–	138
2020 Q2	$231K	Sell	5,164 -2,877	-36%	-$129K	0.05%	115
2020 Q1	$305K	Sell	8,041 -1,856	-19%	-$70.4K	0.09%	99
2019 Q4	$691K	Sell	9,897 -198	-2%	-$13.8K	0.18%	77
2019 Q3	$713K	Hold	10,095	–	–	0.21%	73
2019 Q2	$774K	Sell	10,095 -350	-3%	-$26.8K	0.23%	78
2019 Q1	$844K	Buy	10,445 +165	+2%	+$13.3K	0.28%	71
2018 Q4	$701K	Sell	10,280 -150	-1%	-$10.2K	0.29%	69
2018 Q3	$887K	Sell	10,430 -1,020	-9%	-$86.7K	0.3%	70
2018 Q2	$947K	Buy	11,450 +532	+5%	+$44K	0.35%	73
2018 Q1	$815K	Sell	10,918 -4,225	-28%	-$315K	0.3%	73
2017 Q4	$1.27M	Sell	15,143 -5,798	-28%	-$485K	0.5%	63
2017 Q3	$1.72M	Sell	20,941 -1,866	-8%	-$153K	0.74%	54
2017 Q2	$1.84M	Sell	22,807 -858	-4%	-$69.3K	0.9%	49
2017 Q1	$1.94M	Sell	23,665 -14,952	-39%	-$1.23M	1.05%	44
2016 Q4	$3.49M	Buy	+38,617	New	+$3.49M	2.17%	6