Lountzis Asset Management XOM-OLD trades
Paul Lountzis
Paul Lountzis Exxon Mobil Corp stake
total: 145
Trades details
- Total transactions:
- 11
- New positions:
- 1
- Sold out:
- 1
- Added:
- 3
- Reduced:
- 6
- Held since:
- 2020 Q2
- Held for:
- 25 quarters
- Latest activity:
- 2026 Q3
According to 2026 Q3 report, Paul Lountzis doesn't hold any Exxon Mobil Corp (XOM-OLD) shares. To date, the estimated cost basis is nearly $48.88 for "buy" trades and estimated average "sell" price is $127.33. Lountzis Asset Management first purchased XOM-OLD in 2020 Q2, initially acquiring 7,700 shares. Since the initial investment in Exxon Mobil Corp (XOM-OLD), Lountzis Asset Management has made 10 more transactions.
When did Paul Lountzis sell Exxon Mobil Corp (XOM-OLD)?
Paul Lountzis sold off the entire Exxon Mobil Corp (XOM-OLD) position in 2026 Q3.
When did Paul Lountzis buy Exxon Mobil Corp (XOM-OLD)?
Paul Lountzis first invested in Exxon Mobil Corp (XOM-OLD) in 2020 Q2 at the reported quarter-end price of $44.68 per share.
What's the cost basis of Lountzis Asset Management's XOM-OLD stake?
The estimated cost basis for Exxon Mobil Corp (XOM-OLD) stake is around $48.88 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $48.88
- Weighted AVG sell price:
- $127.33
Paul Lountzis's historical trades in Exxon Mobil Corp
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q3
|
0.00%
|
0
|
$136.72
|
|
-100% (-4,724)
|
-0.2%
|
|
2026 Q2
|
0.20%
|
4,724
|
$136.72
|
$645,865
|
-15.14% (-843)
|
-0.04%
|
|
2025 Q3
|
0.20%
|
5,567
|
$112.75
|
$627,679
|
-19.52% (-1,350)
|
-0.05%
|
|
2025 Q1
|
0.28%
|
6,917
|
$108.63
|
$751,394
|
-1.33% (-93)
|
-0%
|
|
2024 Q2
|
0.38%
|
7,010
|
$115.12
|
$806,991
|
+0.39% (+27)
|
+0%
|
|
2024 Q1
|
0.38%
|
6,983
|
$116.24
|
$811,704
|
+6.89% (+450)
|
+0.02%
|
|
2023 Q4
|
0.36%
|
6,533
|
$99.98
|
$653,169
|
-12.11% (-900)
|
-0.05%
|
|
2023 Q2
|
0.46%
|
7,433
|
$111.93
|
$832,000
|
-2.62% (-200)
|
-0.01%
|
|
2022 Q3
|
0.45%
|
7,633
|
$87.25
|
$666,000
|
+0.10% (+8)
|
+0%
|
|
2022 Q2
|
0.44%
|
7,625
|
$85.64
|
$653,000
|
-0.97% (-75)
|
-0%
|
|
2020 Q2
|
0.33%
|
$44.68
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.