Lantz Financial’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
Lantz Financial's XOM Position: Q2 2026 in Review
Lantz Financial reduced its ExxonMobil (XOM) stake by 4.6% in Q2 2026, selling an estimated $187K and leaving 25,726 shares worth $3.52M. The position accounts for 0.64% of the portfolio, ranked #35.
Lantz Financial first reported a position in XOM in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.58M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Lantz Financial held 25,726 shares of ExxonMobil worth $3.52M as of Q2 2026.
- Lantz Financial sold 1,251 ExxonMobil shares in Q2 2026, an estimated $187K.
- ExxonMobil made up 0.64% of Lantz Financial's portfolio in Q2 2026, its #35 holding.
- Lantz Financial first reported a position in ExxonMobil in Q1 2019 and has held it in 30 quarters since.
- Lantz Financial's ExxonMobil position peaked at $4.58M in Q1 2026.
- 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.