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Joseph P. Lucia & Associates’s ExxonMobil XOM Stock Holding History

Joseph P. Lucia & 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 		$708K Sell
5,180
-102
-2% -$15.3K 0.21% 88
2026
Q1 		$896K Buy
5,282
+1,851
+54% +$270K 0.32% 72
2025
Q4 		$413K Buy
3,431
+1,327
+63% +$154K 0.15% 115
2025
Q3 		$237K Sell
2,104
-22
-1% -$2.45K 0.09% 143
2025
Q2 		$229K Sell
2,126
-73
-3% -$7.8K 0.09% 135
2025
Q1 		$261K Buy
2,199
+4
+0.2% +$442 0.12% 117
2024
Q4 		$236K Buy
+2,195
New +$257K 0.11% 120
2022
Q3 		– Sell
-916
Closed -$78K – 452
2022
Q2 		$78K Buy
916
+30
+3% +$2.71K 0.06% 157
2022
Q1 		$73K Buy
+886
New +$68.9K 0.04% 171
2021
Q4 		– Sell
-1,123
Closed -$66K – 566
2021
Q3 		$66K Sell
1,123
-50
-4% -$2.85K 0.04% 200
2021
Q2 		$74K Hold
1,173
– – 0.04% 194
2021
Q1 		$65K Buy
1,173
+38
+3% +$1.99K 0.03% 190
2020
Q4 		$47K Buy
+1,135
New +$42.6K 0.03% 190
2020
Q3 		– Sell
-1,429
Closed -$64K – 467
2020
Q2 		$64K Buy
1,429
+400
+39% +$17.9K 0.06% 158
2020
Q1 		$39K Buy
1,029
+186
+22% +$10.3K 0.04% 177
2019
Q4 		$59K Sell
843
-50
-6% -$3.46K 0.05% 161
2019
Q3 		$63K Buy
893
+12
+1% +$868 0.06% 154
2019
Q2 		$68K Sell
881
-83,696
-99% -$6.48M 0.07% 147
2019
Q1 		$1.02K Buy
+84,577
New +$6.45M 0.08% 118

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Joseph P. Lucia & Associates's XOM Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its ExxonMobil (XOM) stake by 1.9% in Q2 2026, selling an estimated $15.3K and leaving 5,180 shares worth $708K. The position accounts for 0.21% of the portfolio, ranked #88.

Joseph P. Lucia & Associates first reported a position in XOM in Q1 2019 and has held it in 19 quarters since. The position peaked at $896K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Joseph P. Lucia & Associates held 5,180 shares of ExxonMobil worth $708K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 102 ExxonMobil shares in Q2 2026, an estimated $15.3K.
  • ExxonMobil made up 0.21% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #88 holding.
  • Joseph P. Lucia & Associates first reported a position in ExxonMobil in Q1 2019 and has held it in 19 quarters since.
  • Joseph P. Lucia & Associates's ExxonMobil position peaked at $896K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.