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Lakeridge Wealth Management’s ExxonMobil XOM Stock Holding History

Lakeridge Wealth Management’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 		$2.61M Buy
19,081
+143
+0.8% +$21.4K 0.96% 22
2026
Q1 		$3.21M Buy
18,938
+2,858
+18% +$417K 1.38% 18
2025
Q4 		$1.94M Buy
16,080
+219
+1% +$25.4K 0.88% 27
2025
Q3 		$1.79M Sell
15,861
-15
-0.1% -$1.67K 0.79% 27
2025
Q2 		$1.71M Sell
15,876
-495
-3% -$52.9K 0.79% 27
2025
Q1 		$1.95M Buy
16,371
+278
+2% +$30.7K 0.97% 22
2024
Q4 		$1.73M Buy
16,093
+72
+0.4% +$8.42K 0.89% 22
2024
Q3 		$1.88M Buy
16,021
+165
+1% +$19.1K 1.03% 22
2024
Q2 		$1.83M Buy
15,856
+30
+0.2% +$3.49K 1.1% 21
2024
Q1 		$1.84M Sell
15,826
-543
-3% -$56.8K 1.19% 19
2023
Q4 		$1.64M Buy
+16,369
New +$1.72M 1.18% 18

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lakeridge Wealth Management's XOM Position: Q2 2026 in Review

Lakeridge Wealth Management increased its ExxonMobil (XOM) stake by 0.76% in Q2 2026, buying an estimated $21.4K and bringing the position to 19,081 shares worth $2.61M. The position accounts for 0.96% of the portfolio, ranked #22.

Lakeridge Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.21M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lakeridge Wealth Management held 19,081 shares of ExxonMobil worth $2.61M as of Q2 2026.
  • Lakeridge Wealth Management bought 143 ExxonMobil shares in Q2 2026, an estimated $21.4K.
  • ExxonMobil made up 0.96% of Lakeridge Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Lakeridge Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's ExxonMobil position peaked at $3.21M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.