Landmark Wealth Management (New York)’s ExxonMobil XOM Stock Holding History

Landmark Wealth Management (New York)’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	$1.36M	Hold	9,924	–	–	0.32%	60
2026 Q1	$1.68M	Buy	9,924 +7,093	+251%	+$1.04M	0.45%	44
2025 Q4	$341K	Hold	2,831	–	–	0.13%	74
2025 Q3	$319K	Hold	2,831	–	–	0.13%	73
2025 Q2	$305K	Sell	2,831 -47	-2%	-$5.02K	0.13%	74
2025 Q1	$342K	Hold	2,878	–	–	0.15%	61
2024 Q4	$310K	Hold	2,878	–	–	0.14%	63
2024 Q3	$337K	Hold	2,878	–	–	0.15%	61
2024 Q2	$331K	Sell	2,878 -4,980	-63%	-$580K	0.26%	37
2024 Q1	$913K	Sell	7,858 -250	-3%	-$26.2K	0.42%	44
2023 Q4	$811K	Buy	8,108 +100	+1%	+$10.5K	0.4%	43
2023 Q3	$942K	Hold	8,008	–	–	0.54%	41
2023 Q2	$859K	Hold	8,008	–	–	0.76%	24
2023 Q1	$878K	Buy	8,008 +5,490	+218%	+$607K	0.49%	40
2022 Q4	$278K	Hold	2,518	–	–	0.2%	55
2022 Q3	$220K	Hold	2,518	–	–	0.17%	59
2022 Q2	$216K	Sell	2,518 -3,378	-57%	-$305K	0.28%	36
2022 Q1	$246K	Buy	+5,896	New	+$458K	0.13%	68

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Landmark Wealth Management (New York)'s XOM Position: Q2 2026 in Review

Landmark Wealth Management (New York) held its ExxonMobil (XOM) position steady in Q2 2026 at 9,924 shares worth $1.36M. The position accounts for 0.32% of the portfolio, ranked #60.

Landmark Wealth Management (New York) first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.68M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Landmark Wealth Management (New York) held 9,924 shares of ExxonMobil worth $1.36M as of Q2 2026.
Landmark Wealth Management (New York) left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.32% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #60 holding.
Landmark Wealth Management (New York) first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
Landmark Wealth Management (New York)'s ExxonMobil position peaked at $1.68M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.