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J. Derek Lewis & Associates’s ExxonMobil XOM Stock Holding History

J. Derek Lewis & 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 		$498K Buy
3,645
+389
+12% +$58.2K 0.09% 110
2026
Q1 		$552K Sell
3,256
-586
-15% -$85.5K 0.12% 95
2025
Q4 		$462K Buy
+3,842
New +$446K 0.11% 100

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J. Derek Lewis & Associates's XOM Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its ExxonMobil (XOM) stake by 12% in Q2 2026, buying an estimated $58.2K and bringing the position to 3,645 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #110.

J. Derek Lewis & Associates first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $552K in Q1 2026. 2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • J. Derek Lewis & Associates held 3,645 shares of ExxonMobil worth $498K as of Q2 2026.
  • J. Derek Lewis & Associates bought 389 ExxonMobil shares in Q2 2026, an estimated $58.2K.
  • ExxonMobil made up 0.09% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #110 holding.
  • J. Derek Lewis & Associates first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's ExxonMobil position peaked at $552K in Q1 2026.
  • 2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.