Kelly Lawrence W & Associates’s ExxonMobil XOM Stock Holding History

Kelly Lawrence W & 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 Q1	$1.24M	Hold	7,283	–	–	0.34%	38
2025 Q4	$876K	Sell	7,283 -2,800	-28%	-$325K	0.21%	46
2025 Q3	$1.14M	Sell	10,083 -1,000	-9%	-$111K	0.28%	40
2025 Q2	$1.19M	Sell	11,083 -733	-6%	-$78.4K	0.31%	38
2025 Q1	$1.41M	Hold	11,816	–	–	0.34%	39
2024 Q4	$1.27M	Sell	11,816 -600	-5%	-$70.2K	0.3%	39
2024 Q3	$1.46M	Buy	12,416 +4,988	+67%	+$576K	0.33%	40
2024 Q2	$855K	Buy	7,428 +4,266	+135%	+$497K	0.2%	47
2024 Q1	$368K	Buy	3,162 +788	+33%	+$82.4K	0.08%	62
2023 Q4	$237K	Sell	2,374 -134	-5%	-$14.1K	0.06%	70
2023 Q3	$295K	Hold	2,508	–	–	0.08%	65
2023 Q2	$258K	Sell	2,508 -1,661	-40%	-$181K	0.07%	68
2023 Q1	$457K	Hold	4,169	–	–	0.12%	60
2022 Q4	$460K	Hold	4,169	–	–	0.13%	59
2022 Q3	$364K	Sell	4,169 -175	-4%	-$16K	0.1%	70
2022 Q2	$372K	Sell	4,344 -300	-6%	-$27.1K	0.1%	64
2022 Q1	$383K	Hold	4,644	–	–	0.08%	61
2021 Q4	$284K	Sell	4,644 -750	-14%	-$46.9K	0.06%	67
2021 Q3	$317K	Sell	5,394 -50	-0.9%	-$2.85K	0.07%	65
2021 Q2	$344K	Hold	5,444	–	–	0.07%	64
2021 Q1	$304K	Buy	5,444 +2,860	+111%	+$150K	0.07%	65
2020 Q4	$107K	Sell	2,584 -8,027	-76%	-$301K	0.04%	59
2020 Q3	$364K	Hold	10,611	–	–	0.11%	53
2020 Q2	$475K	Sell	10,611 -2,850	-21%	-$128K	0.1%	48
2020 Q1	$511K	Sell	13,461 -1,250	-8%	-$69K	0.12%	48
2019 Q4	$1.03M	Buy	14,711 +1,880	+15%	+$130K	0.16%	49
2019 Q3	$906K	Sell	12,831 -600	-4%	-$43.4K	0.15%	49
2019 Q2	$1.03M	Hold	13,431	–	–	0.18%	49
2019 Q1	$1.08M	Sell	13,431 -3,000	-18%	-$229K	0.2%	49
2018 Q4	$1.12M	Sell	16,431 -6,264	-28%	-$491K	0.24%	47
2018 Q3	$1.93M	Buy	22,695 +454	+2%	+$37.1K	0.32%	45
2018 Q2	$1.84M	Sell	22,241 -27	-0.1%	-$2.15K	0.34%	46
2018 Q1	$1.66M	Buy	22,268 +3,000	+16%	+$240K	0.31%	46
2017 Q4	$1.61M	Buy	19,268 +350	+2%	+$28.9K	0.3%	49
2017 Q3	$1.55M	Hold	18,918	–	–	0.3%	48
2017 Q2	$1.53M	Sell	18,918 -200	-1%	-$16.4K	0.3%	47
2017 Q1	$1.57M	Sell	19,118 -600	-3%	-$50.1K	0.32%	46
2016 Q4	$1.78M	Sell	19,718 -1,192	-6%	-$104K	0.39%	43
2016 Q3	$1.82M	Sell	20,910 -100	-0.5%	-$8.87K	0.39%	44
2016 Q2	$1.97M	Hold	21,010	–	–	0.46%	42
2016 Q1	$1.76M	Hold	21,010	–	–	0.44%	41
2015 Q4	$1.64M	Sell	21,010 -9,894	-32%	-$791K	0.37%	41
2015 Q3	$2.3M	Buy	30,904 +12,110	+64%	+$933K	0.53%	39
2015 Q2	$1.56M	Buy	18,794 +7,960	+73%	+$684K	0.31%	44
2015 Q1	$921K	Hold	10,834	–	–	0.2%	43
2014 Q4	$1M	Buy	10,834 +900	+9%	+$83.9K	0.21%	45
2014 Q3	$934K	Sell	9,934 -100	-1%	-$9.96K	0.2%	46
2014 Q2	$1.01M	Sell	10,034 -75	-0.7%	-$7.57K	0.22%	46
2014 Q1	$988K	Sell	10,109 -333	-3%	-$31.7K	0.23%	45
2013 Q4	$1.06M	Hold	10,442	–	–	0.24%	48
2013 Q3	$899K	Hold	10,442	–	–	0.21%	50
2013 Q2	$944K	Buy	+10,442	New	+$940K	0.24%	47

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelly Lawrence W & Associates's XOM Position: Q1 2026 in Review

Kelly Lawrence W & Associates held its ExxonMobil (XOM) position steady in Q1 2026 at 7,283 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #38.

Kelly Lawrence W & Associates first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.3M in Q3 2015. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Kelly Lawrence W & Associates held 7,283 shares of ExxonMobil worth $1.24M as of Q1 2026.
Kelly Lawrence W & Associates left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.34% of Kelly Lawrence W & Associates's portfolio in Q1 2026, its #38 holding.
Kelly Lawrence W & Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
Kelly Lawrence W & Associates's ExxonMobil position peaked at $2.3M in Q3 2015.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.