Lakeshore Financial Planning’s ExxonMobil XOM Stock Holding History

Lakeshore Financial Planning’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	$643K	Buy	4,700 +1	+0%	+$150	0.21%	35
2026 Q1	$797K	Buy	4,699 +2,261	+93%	+$330K	0.29%	30
2025 Q4	$293K	Buy	2,438 +364	+18%	+$42.2K	0.1%	60
2025 Q3	$234K	Hold	2,074	–	–	0.09%	72
2025 Q2	$224K	Buy	2,074 +2	+0.1%	+$214	0.09%	70
2025 Q1	$246K	Buy	2,072 +2	+0.1%	+$221	0.1%	60
2024 Q4	$223K	Buy	2,070 +1	+0%	+$117	0.1%	68
2024 Q3	$243K	Buy	2,069 +93	+5%	+$10.7K	0.11%	63
2024 Q2	$228K	Buy	1,976 +149	+8%	+$17.4K	0.11%	58
2024 Q1	$212K	Buy	+1,827	New	+$191K	0.11%	63

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lakeshore Financial Planning's XOM Position: Q2 2026 in Review

Lakeshore Financial Planning increased its ExxonMobil (XOM) stake by 0.02% in Q2 2026, buying an estimated $150 and bringing the position to 4,700 shares worth $643K. The position accounts for 0.21% of the portfolio, ranked #35.

Lakeshore Financial Planning first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $797K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lakeshore Financial Planning held 4,700 shares of ExxonMobil worth $643K as of Q2 2026.
Lakeshore Financial Planning bought 1 ExxonMobil share in Q2 2026, an estimated $150.
ExxonMobil made up 0.21% of Lakeshore Financial Planning's portfolio in Q2 2026, its #35 holding.
Lakeshore Financial Planning first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
Lakeshore Financial Planning's ExxonMobil position peaked at $797K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.