Graves Light Lenhart Wealth’s ExxonMobil XOM Stock Holding History

Graves Light Lenhart Wealth’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	$4.29M	Sell	31,363 -47	-0.1%	-$7.03K	0.4%	44
2026 Q1	$5.33M	Sell	31,410 -378	-1%	-$55.2K	0.55%	39
2025 Q4	$3.83M	Sell	31,788 -678	-2%	-$78.6K	0.41%	47
2025 Q3	$3.66M	Sell	32,466 -1,230	-4%	-$137K	0.41%	49
2025 Q2	$3.63M	Buy	33,696 +2,641	+9%	+$282K	0.43%	48
2025 Q1	$3.69M	Sell	31,055 -116	-0.4%	-$12.8K	0.45%	46
2024 Q4	$3.35M	Sell	31,171 -939	-3%	-$110K	0.42%	49
2024 Q3	$3.76M	Sell	32,110 -2,177	-6%	-$251K	0.46%	48
2024 Q2	$3.94M	Sell	34,287 -4,422	-11%	-$515K	0.45%	48
2024 Q1	$4.5M	Buy	38,709 +8,858	+30%	+$927K	0.52%	45
2023 Q4	$2.98M	Buy	29,851 +3,357	+13%	+$353K	0.37%	54
2023 Q3	$2.84M	Buy	26,494 +1,740	+7%	+$191K	0.39%	54
2023 Q2	$2.65M	Buy	24,754 +814	+3%	+$88.8K	0.36%	56
2023 Q1	$2.63M	Sell	23,940 -254	-1%	-$28.1K	0.41%	50
2022 Q4	$2.67M	Sell	24,194 -1,303	-5%	-$140K	0.41%	54
2022 Q3	$2.23M	Sell	25,497 -2,196	-8%	-$200K	0.37%	55
2022 Q2	$2.37M	Sell	27,693 -1,383	-5%	-$125K	0.36%	58
2022 Q1	$2.4M	Sell	29,076 -1,160	-4%	-$90.2K	0.34%	58
2021 Q4	$1.85M	Sell	30,236 -2,448	-7%	-$153K	0.26%	66
2021 Q3	$1.92M	Sell	32,684 -679	-2%	-$38.7K	0.3%	56
2021 Q2	$2.1M	Sell	33,363 -1,205	-3%	-$71.9K	0.34%	55
2021 Q1	$1.93M	Sell	34,568 -2,607	-7%	-$137K	0.33%	55
2020 Q4	$1.53M	Sell	37,175 -1,146	-3%	-$43K	0.29%	59
2020 Q3	$1.32M	Sell	38,321 -2,579	-6%	-$105K	0.29%	59
2020 Q2	$1.83M	Sell	40,900 -3,582	-8%	-$161K	0.43%	55
2020 Q1	$1.69M	Sell	44,482 -2,690	-6%	-$149K	0.46%	52
2019 Q4	$3.29M	Sell	47,172 -36,223	-43%	-$2.5M	0.69%	44
2019 Q3	$5.63M	Sell	83,395 -4,086	-5%	-$295K	1.24%	28
2019 Q2	$6.7M	Buy	87,481 +992	+1%	+$76.8K	1.6%	19
2019 Q1	$6.99M	Buy	86,489 +1,668	+2%	+$127K	1.78%	17
2018 Q4	$5.78M	Buy	+84,821	New	+$6.65M	1.7%	19

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Graves Light Lenhart Wealth's XOM Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its ExxonMobil (XOM) stake by 0.15% in Q2 2026, selling an estimated $7.03K and leaving 31,363 shares worth $4.29M. The position accounts for 0.4% of the portfolio, ranked #44.

Graves Light Lenhart Wealth first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.99M in Q1 2019. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Graves Light Lenhart Wealth held 31,363 shares of ExxonMobil worth $4.29M as of Q2 2026.
Graves Light Lenhart Wealth sold 47 ExxonMobil shares in Q2 2026, an estimated $7.03K.
ExxonMobil made up 0.4% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #44 holding.
Graves Light Lenhart Wealth first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's ExxonMobil position peaked at $6.99M in Q1 2019.
777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.