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Lake Street Private Wealth’s ExxonMobil XOM Stock Holding History

Lake Street Private Wealth’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 		$1.14M Buy
8,368
+3
+0% +$449 0.13% 115
2026
Q1 		$1.42M Sell
8,365
-449
-5% -$65.5K 0.18% 96
2025
Q4 		$1.06M Buy
8,814
+93
+1% +$10.8K 0.13% 115
2025
Q3 		$983K Sell
8,721
-45,520
-84% -$5.06M 0.13% 109
2025
Q2 		$5.85M Buy
54,241
+706
+1% +$75.5K 0.83% 37
2025
Q1 		$6.37M Buy
53,535
+1,918
+4% +$212K 1.04% 22
2024
Q4 		$5.55M Buy
51,617
+2,067
+4% +$242K 0.89% 31
2024
Q3 		$5.81M Sell
49,550
-9,369
-16% -$1.08M 0.93% 27
2024
Q2 		$6.78M Buy
58,919
+42,489
+259% +$4.95M 0.88% 24
2024
Q1 		$1.91M Sell
16,430
-5,972
-27% -$625K 0.26% 89
2023
Q4 		$2.24M Buy
22,402
+2,935
+15% +$308K 0.35% 77
2023
Q3 		$2.33M Sell
19,467
-8
-0% -$877 0.42% 75
2023
Q2 		$2.09M Buy
19,475
+1,285
+7% +$140K 0.37% 82
2023
Q1 		$1.99M Buy
18,190
+1,169
+7% +$129K 0.37% 82
2022
Q4 		$1.88M Sell
17,021
-521
-3% -$55.8K 0.39% 77
2022
Q3 		$1.53M Sell
17,542
-713
-4% -$65.1K 0.35% 85
2022
Q2 		$1.56M Buy
18,255
+358
+2% +$32.3K 0.33% 88
2022
Q1 		$1.48M Buy
17,897
+96
+0.5% +$7.46K 0.27% 98
2021
Q4 		$1.09M Buy
17,801
+13,286
+294% +$830K 0.19% 120
2021
Q3 		$266K Buy
4,515
+786
+21% +$44.8K 0.06% 192
2021
Q2 		$236K Buy
+3,729
New +$223K 0.06% 189
2020
Q2 		– Sell
-5,287
Closed -$201K – 156
2020
Q1 		$201K Sell
5,287
-427
-7% -$23.6K 0.09% 137
2019
Q4 		$399K Sell
5,714
-20,754
-78% -$1.44M 0.15% 126
2019
Q3 		$1.87M Sell
26,468
-138
-0.5% -$9.98K 0.85% 39
2019
Q2 		$2.04M Buy
26,606
+3,162
+13% +$245K 1.2% 26
2019
Q1 		$1.89M Buy
+23,444
New +$1.79M 1.3% 26

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

Lake Street Private Wealth's XOM Position: Q2 2026 in Review

Lake Street Private Wealth increased its ExxonMobil (XOM) stake by 0.04% in Q2 2026, buying an estimated $449 and bringing the position to 8,368 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #115.

Lake Street Private Wealth first reported a position in XOM in Q1 2019 and has held it in 26 quarters since. The position peaked at $6.78M in Q2 2024. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lake Street Private Wealth held 8,368 shares of ExxonMobil worth $1.14M as of Q2 2026.
  • Lake Street Private Wealth bought 3 ExxonMobil shares in Q2 2026, an estimated $449.
  • ExxonMobil made up 0.13% of Lake Street Private Wealth's portfolio in Q2 2026, its #115 holding.
  • Lake Street Private Wealth first reported a position in ExxonMobil in Q1 2019 and has held it in 26 quarters since.
  • Lake Street Private Wealth's ExxonMobil position peaked at $6.78M in Q2 2024.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.