Lantern Wealth Advisors’s ExxonMobil XOM Stock Holding History

Lantern Wealth 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	$1.14M	Buy	8,367 +61	+0.7%	+$9.13K	0.52%	50
2026 Q1	$1.41M	Sell	8,306 -602	-7%	-$87.9K	0.72%	38
2025 Q4	$1.07M	Buy	8,908 +2,103	+31%	+$244K	0.57%	44
2025 Q3	$767K	Buy	6,805 +2,062	+43%	+$229K	0.41%	62
2025 Q2	$511K	Buy	+4,743	New	+$507K	0.3%	79
2024 Q4	$540K	Buy	5,020 +151	+3%	+$17.7K	0.35%	71
2024 Q3	$571K	Sell	4,869 -97	-2%	-$11.2K	0.4%	66
2024 Q2	$572K	Buy	4,966 +4	+0.1%	+$466	0.41%	57
2024 Q1	$577K	Buy	4,962 +5	+0.1%	+$523	0.41%	63
2023 Q4	$496K	Buy	+4,957	New	+$521K	0.39%	64

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Lantern Wealth Advisors's XOM Position: Q2 2026 in Review

Lantern Wealth Advisors increased its ExxonMobil (XOM) stake by 0.73% in Q2 2026, buying an estimated $9.13K and bringing the position to 8,367 shares worth $1.14M. The position accounts for 0.52% of the portfolio, ranked #50.

Lantern Wealth Advisors first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lantern Wealth Advisors held 8,367 shares of ExxonMobil worth $1.14M as of Q2 2026.
Lantern Wealth Advisors bought 61 ExxonMobil shares in Q2 2026, an estimated $9.13K.
ExxonMobil made up 0.52% of Lantern Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Lantern Wealth Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's ExxonMobil position peaked at $1.41M in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.