LMKC
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L.M. Kohn & Company’s ExxonMobil XOM Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$1.1M Sell
9,715
-7,819
-45% -$869K 1.32% 20
2025
Q2 		$1.89M Sell
17,534
-686
-4% -$73.3K 0.51% 34
2025
Q1 		$2.17M Sell
18,220
-358
-2% -$39.6K 0.57% 31
2024
Q4 		$2M Buy
18,578
+52
+0.3% +$6.08K 0.52% 39
2024
Q3 		$2.17M Sell
18,526
-96
-0.5% -$11.1K 0.55% 35
2024
Q2 		$2.14M Sell
18,622
-65
-0.3% -$7.57K 0.58% 29
2024
Q1 		$2.17M Buy
18,687
+5,180
+38% +$542K 0.61% 26
2023
Q4 		$1.35M Buy
13,507
+243
+2% +$25.5K 0.43% 49
2023
Q3 		$1.56M Sell
13,264
-50
-0.4% -$5.48K 0.57% 32
2023
Q2 		$1.43M Buy
13,314
+2,223
+20% +$243K 0.54% 40
2023
Q1 		$1.22M Buy
11,091
+1,309
+13% +$145K 0.5% 45
2022
Q4 		$1.08M Buy
9,782
+445
+5% +$47.7K 0.5% 48
2022
Q3 		$816K Buy
9,337
+2,824
+43% +$258K 0.4% 62
2022
Q2 		$558K Buy
6,513
+221
+4% +$19.9K 0.26% 96
2022
Q1 		$520K Buy
+6,292
New +$489K 0.2% 125

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

L.M. Kohn & Company's XOM Position: Q3 2025 in Review

L.M. Kohn & Company reduced its ExxonMobil (XOM) stake by 45% in Q3 2025, selling an estimated $869K and leaving 9,715 shares worth $1.1M. The position accounts for 1.32% of the portfolio, ranked #20.

L.M. Kohn & Company first reported a position in XOM in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.17M in Q1 2024. 4,223 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • L.M. Kohn & Company held 9,715 shares of ExxonMobil worth $1.1M as of Q3 2025.
  • L.M. Kohn & Company sold 7,819 ExxonMobil shares in Q3 2025, an estimated $869K.
  • ExxonMobil made up 1.32% of L.M. Kohn & Company's portfolio in Q3 2025, its #20 holding.
  • L.M. Kohn & Company first reported a position in ExxonMobil in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's ExxonMobil position peaked at $2.17M in Q1 2024.
  • 4,223 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.