Lantz Financial
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Lantz Financial’s ExxonMobil XOM Stock Holding History

Lantz Financial’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 		$4.22M Buy
25,917
+191
+0.7% +$29.9K 0.77% 28
2026
Q2 		$3.52M Sell
25,726
-1,251
-5% -$187K 0.64% 35
2026
Q1 		$4.58M Sell
26,977
-1,802
-6% -$263K 0.95% 26
2025
Q4 		$3.46M Sell
28,779
-1,024
-3% -$119K 0.73% 31
2025
Q3 		$3.36M Buy
29,803
+5,163
+21% +$574K 0.74% 32
2025
Q2 		$2.66M Buy
24,640
+1,051
+4% +$112K 0.66% 41
2025
Q1 		$2.81M Buy
23,589
+1,231
+6% +$136K 0.77% 31
2024
Q4 		$2.41M Buy
22,358
+691
+3% +$80.8K 0.64% 39
2024
Q3 		$2.54M Buy
21,667
+416
+2% +$48K 0.69% 41
2024
Q2 		$2.45M Buy
21,251
+49
+0.2% +$5.71K 0.76% 28
2024
Q1 		$2.46M Buy
21,202
+365
+2% +$38.2K 0.79% 33
2023
Q4 		$2.08M Buy
20,837
+162
+0.8% +$17K 0.75% 34
2023
Q3 		$2.43M Sell
20,675
-103
-0.5% -$11.3K 0.97% 21
2023
Q2 		$2.23M Buy
20,778
+135
+0.7% +$14.7K 0.87% 25
2023
Q1 		$2.26M Buy
20,643
+3,875
+23% +$429K 0.94% 22
2022
Q4 		$1.85M Sell
16,768
-893
-5% -$95.7K 0.84% 30
2022
Q3 		$1.54M Sell
17,661
-1,505
-8% -$137K 0.8% 34
2022
Q2 		$1.64M Sell
19,166
-559
-3% -$50.4K 0.74% 30
2022
Q1 		$1.63M Sell
19,725
-1,172
-6% -$91.1K 0.66% 41
2021
Q4 		$1.28M Buy
20,897
+605
+3% +$37.8K 0.59% 50
2021
Q3 		$1.19M Sell
20,292
-699
-3% -$39.8K 0.61% 50
2021
Q2 		$1.32M Buy
20,991
+462
+2% +$27.6K 0.68% 43
2021
Q1 		$1.15M Buy
20,529
+1,196
+6% +$62.7K 0.65% 45
2020
Q4 		$797K Buy
19,333
+246
+1% +$9.22K 0.5% 54
2020
Q3 		$655K Sell
19,087
-1,175
-6% -$48K 0.44% 63
2020
Q2 		$906K Sell
20,262
-516
-2% -$23.1K 0.65% 51
2020
Q1 		$789K Sell
20,778
-3,586
-15% -$198K 0.62% 50
2019
Q4 		$1.7M Buy
24,364
+4,135
+20% +$286K 1.01% 24
2019
Q3 		$1.36M Buy
20,229
+336
+2% +$24.3K 0.92% 33
2019
Q2 		$1.51M Buy
19,893
+256
+1% +$19.8K 1.02% 25
2019
Q1 		$1.59M Buy
+19,637
New +$1.5M 1.15% 19

Other funds holding XOM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lantz Financial's XOM Position: Q3 2026 in Review

Lantz Financial increased its ExxonMobil (XOM) stake by 0.74% in Q3 2026, buying an estimated $29.9K and bringing the position to 25,917 shares worth $4.22M. The position accounts for 0.77% of the portfolio, ranked #28.

Lantz Financial first reported a position in XOM in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.58M in Q1 2026. 2,860 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Lantz Financial held 25,917 shares of ExxonMobil worth $4.22M as of Q3 2026.
  • Lantz Financial bought 191 ExxonMobil shares in Q3 2026, an estimated $29.9K.
  • ExxonMobil made up 0.77% of Lantz Financial's portfolio in Q3 2026, its #28 holding.
  • Lantz Financial first reported a position in ExxonMobil in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's ExxonMobil position peaked at $4.58M in Q1 2026.
  • 2,860 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.