Lakewood Asset Management’s ExxonMobil XOM Stock Holding History

Lakewood Asset 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 Q1	$401K	Buy	2,366 +2	+0.1%	+$292	0.26%	78
2025 Q4	$284K	Buy	2,364 +3	+0.1%	+$348	0.17%	85
2025 Q3	$266K	Buy	2,361 +2	+0.1%	+$222	0.16%	84
2025 Q2	$254K	Buy	2,359 +3	+0.1%	+$321	0.17%	86
2025 Q1	$280K	Sell	2,356 -4,958	-68%	-$548K	0.19%	79
2024 Q4	$787K	Sell	7,314 -41	-0.6%	-$4.8K	0.54%	55
2024 Q3	$862K	Sell	7,355 -242	-3%	-$27.9K	0.59%	47
2024 Q2	$875K	Buy	7,597 +11	+0.1%	+$1.28K	0.61%	41
2024 Q1	$882K	Buy	7,586 +924	+14%	+$96.7K	0.6%	47
2023 Q4	$666K	Sell	6,662 -191	-3%	-$20.1K	0.52%	53
2023 Q3	$806K	Buy	6,853 +100	+1%	+$11K	0.66%	44
2023 Q2	$724K	Buy	6,753 +22	+0.3%	+$2.4K	0.57%	51
2023 Q1	$738K	Buy	6,731 +42	+0.6%	+$4.65K	0.61%	51
2022 Q4	$738K	Buy	+6,689	New	+$717K	0.6%	48

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lakewood Asset Management's XOM Position: Q1 2026 in Review

Lakewood Asset Management increased its ExxonMobil (XOM) stake by 0.08% in Q1 2026, buying an estimated $292 and bringing the position to 2,366 shares worth $401K. The position accounts for 0.26% of the portfolio, ranked #78.

Lakewood Asset Management first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $882K in Q1 2024. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Lakewood Asset Management held 2,366 shares of ExxonMobil worth $401K as of Q1 2026.
Lakewood Asset Management bought 2 ExxonMobil shares in Q1 2026, an estimated $292.
ExxonMobil made up 0.26% of Lakewood Asset Management's portfolio in Q1 2026, its #78 holding.
Lakewood Asset Management first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Lakewood Asset Management's ExxonMobil position peaked at $882K in Q1 2024.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.