Lakeside Advisors
XOM icon

Lakeside Advisors’s ExxonMobil XOM Stock Holding History

Lakeside Advisors’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
Q3 		$2.18M Sell
13,380
-100
-0.7% -$15.6K 1.27% 17
2026
Q2 		$1.84M Sell
13,480
-97
-0.7% -$14.5K 1.16% 20
2026
Q1 		$2.3M Sell
13,577
-8
-0.1% -$1.17K 1.54% 15
2025
Q4 		$1.63M Buy
13,585
+4
+0% +$464 1.05% 20
2025
Q3 		$1.53M Buy
13,581
+4
+0% +$445 0.97% 21
2025
Q2 		$1.46M Sell
13,577
-997
-7% -$107K 0.94% 21
2025
Q1 		$1.73M Buy
14,574
+4
+0% +$442 1.15% 20
2024
Q4 		$1.57M Sell
14,570
-440
-3% -$51.5K 1.04% 22
2024
Q3 		$1.76M Buy
15,010
+3
+0% +$346 1.11% 22
2024
Q2 		$1.73M Sell
15,007
-601
-4% -$70K 1.12% 20
2024
Q1 		$1.81M Buy
15,608
+3
+0% +$314 1.16% 22
2023
Q4 		$1.56M Buy
15,605
+3
+0% +$315 1.08% 19
2023
Q3 		$1.83M Sell
15,602
-53
-0.3% -$5.81K 1.41% 17
2023
Q2 		$1.68M Sell
15,655
-497
-3% -$54.2K 1.24% 18
2023
Q1 		$1.77M Sell
16,152
-148
-0.9% -$16.4K 1.37% 16
2022
Q4 		$1.8M Sell
16,300
-297
-2% -$31.8K 1.47% 15
2022
Q3 		$1.45M Buy
16,597
+3
+0% +$274 1.3% 18
2022
Q2 		$1.42M Sell
16,594
-897
-5% -$80.9K 1.21% 17
2022
Q1 		$1.44M Sell
17,491
-147
-0.8% -$11.4K 1.09% 20
2021
Q4 		$1.08M Buy
+17,638
New +$1.1M 0.8% 24

Other funds holding XOM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lakeside Advisors's XOM Position: Q3 2026 in Review

Lakeside Advisors reduced its ExxonMobil (XOM) stake by 0.74% in Q3 2026, selling an estimated $15.6K and leaving 13,380 shares worth $2.18M. The position accounts for 1.27% of the portfolio, ranked #17.

Lakeside Advisors first reported a position in XOM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.3M in Q1 2026. 3,607 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Lakeside Advisors held 13,380 shares of ExxonMobil worth $2.18M as of Q3 2026.
  • Lakeside Advisors sold 100 ExxonMobil shares in Q3 2026, an estimated $15.6K.
  • ExxonMobil made up 1.27% of Lakeside Advisors's portfolio in Q3 2026, its #17 holding.
  • Lakeside Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's ExxonMobil position peaked at $2.3M in Q1 2026.
  • 3,607 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.