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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
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 		$1.45M 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

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

Lakeside Advisors's XOM Position: Q2 2026 in Review

Lakeside Advisors reduced its ExxonMobil (XOM) stake by 0.71% in Q2 2026, selling an estimated $14.5K and leaving 13,480 shares worth $1.84M. The position accounts for 1.16% of the portfolio, ranked #20.

Lakeside Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.3M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lakeside Advisors held 13,480 shares of ExxonMobil worth $1.84M as of Q2 2026.
  • Lakeside Advisors sold 97 ExxonMobil shares in Q2 2026, an estimated $14.5K.
  • ExxonMobil made up 1.16% of Lakeside Advisors's portfolio in Q2 2026, its #20 holding.
  • Lakeside Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's ExxonMobil position peaked at $2.3M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.