KLI
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Kelman-Lazarov Inc’s ExxonMobil XOM Stock Holding History

Kelman-Lazarov Inc’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 		$435K Buy
2,565
+333
+15% +$48.6K 0.06% 94
2025
Q4 		$269K Buy
2,232
+88
+4% +$10.2K 0.04% 122
2025
Q3 		$242K Buy
2,144
+56
+3% +$6.22K 0.04% 126
2025
Q2 		$225K Sell
2,088
-98
-4% -$10.5K 0.04% 115
2025
Q1 		$260K Sell
2,186
-1,976
-47% -$219K 0.05% 104
2024
Q4 		$448K Sell
4,162
-1,434
-26% -$168K 0.08% 76
2024
Q3 		$656K Hold
5,596
– – 0.11% 64
2024
Q2 		$644K Buy
5,596
+290
+5% +$33.8K 0.12% 60
2024
Q1 		$617K Sell
5,306
-37
-0.7% -$3.87K 0.12% 62
2023
Q4 		$534K Sell
5,343
-103
-2% -$10.8K 0.12% 64
2023
Q3 		$640K Buy
5,446
+48
+0.9% +$5.26K 0.15% 53
2023
Q2 		$579K Buy
5,398
+2,397
+80% +$262K 0.14% 55
2023
Q1 		$329K Hold
3,001
– – 0.09% 80
2022
Q4 		$331K Buy
3,001
+27
+0.9% +$2.89K 0.09% 74
2022
Q3 		$260K Sell
2,974
-478
-14% -$43.6K 0.09% 77
2022
Q2 		$296K Hold
3,452
– – 0.1% 69
2022
Q1 		$285K Sell
3,452
-1,247
-27% -$96.9K 0.09% 69
2021
Q4 		$288K Buy
4,699
+16
+0.3% +$1K 0.09% 70
2021
Q3 		$275K Buy
4,683
+1,109
+31% +$63.2K 0.1% 69
2021
Q2 		$225K Buy
+3,574
New +$213K 0.08% 79
2017
Q1 		– Sell
-2,439
Closed -$220K – 263
2016
Q4 		$220K Sell
2,439
-1,775
-42% -$155K 0.12% 105
2016
Q3 		$363K Buy
4,214
+100
+2% +$8.87K 0.21% 93
2016
Q2 		$386K Sell
4,114
-200
-5% -$17.7K 0.22% 94
2016
Q1 		$358K Buy
+4,314
New +$345K 0.21% 97

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelman-Lazarov Inc's XOM Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its ExxonMobil (XOM) stake by 15% in Q1 2026, buying an estimated $48.6K and bringing the position to 2,565 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #94.

Kelman-Lazarov Inc first reported a position in XOM in Q1 2016 and has held it in 24 quarters since. The position peaked at $656K in Q3 2024. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Kelman-Lazarov Inc held 2,565 shares of ExxonMobil worth $435K as of Q1 2026.
  • Kelman-Lazarov Inc bought 333 ExxonMobil shares in Q1 2026, an estimated $48.6K.
  • ExxonMobil made up 0.06% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #94 holding.
  • Kelman-Lazarov Inc first reported a position in ExxonMobil in Q1 2016 and has held it in 24 quarters since.
  • Kelman-Lazarov Inc's ExxonMobil position peaked at $656K in Q3 2024.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.