Alan B. Lancz & Associates’s ExxonMobil XOM Stock Holding History

Alan B. Lancz & Associates’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$508K	Hold	3,717	–	–	0.44%	60
2026 Q1	$631K	Hold	3,717	–	–	0.61%	44
2025 Q4	$447K	Hold	3,717	–	–	0.39%	64
2025 Q3	$419K	Buy	3,717 +6	+0.2%	+$667	0.38%	70
2025 Q2	$400K	Hold	3,711	–	–	0.4%	63
2025 Q1	$441K	Hold	3,711	–	–	0.47%	55
2024 Q4	$399K	Sell	3,711 -250	-6%	-$29.2K	0.41%	64
2024 Q3	$464K	Sell	3,961 -100	-2%	-$11.5K	0.43%	62
2024 Q2	$468K	Buy	+4,061	New	+$473K	0.46%	52
2023 Q4	$422K	Sell	4,225 -100	-2%	-$10.5K	0.44%	62
2023 Q3	$508K	Hold	4,325	–	–	0.58%	44
2023 Q2	$464K	Hold	4,325	–	–	0.5%	57
2023 Q1	$474K	Buy	4,325 +16	+0.4%	+$1.77K	0.49%	59
2022 Q4	$488K	Hold	4,309	–	–	0.49%	60
2022 Q3	$376K	Hold	4,309	–	–	0.45%	66
2022 Q2	$418K	Sell	4,309 -450	-9%	-$40.6K	0.41%	69
2022 Q1	$393K	Hold	4,759	–	–	0.35%	84
2021 Q4	$291K	Buy	+4,759	New	+$297K	0.25%	108

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alan B. Lancz & Associates's XOM Position: Q2 2026 in Review

Alan B. Lancz & Associates held its ExxonMobil (XOM) position steady in Q2 2026 at 3,717 shares worth $508K. The position accounts for 0.44% of the portfolio, ranked #60.

Alan B. Lancz & Associates first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $631K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Alan B. Lancz & Associates held 3,717 shares of ExxonMobil worth $508K as of Q2 2026.
Alan B. Lancz & Associates left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.44% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #60 holding.
Alan B. Lancz & Associates first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's ExxonMobil position peaked at $631K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.