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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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. 2,125 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.
  • 2,125 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.