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Lauterbach Financial Advisors’s ExxonMobil XOM Stock Holding History

Lauterbach Financial 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 		$2.34M Sell
17,114
-84
-0.5% -$12.6K 1.01% 17
2026
Q1 		$2.92M Sell
17,198
-1,184
-6% -$173K 1.43% 13
2025
Q4 		$2.21M Buy
18,382
+163
+0.9% +$18.9K 1.08% 17
2025
Q3 		$2.05M Buy
18,219
+56
+0.3% +$6.22K 1.03% 17
2025
Q2 		$1.96M Buy
18,163
+59
+0.3% +$6.31K 1.08% 16
2025
Q1 		$2.15M Sell
18,104
-567
-3% -$62.7K 1.34% 12
2024
Q4 		$2.01M Buy
18,671
+52
+0.3% +$6.08K 1.22% 13
2024
Q3 		$2.18M Buy
18,619
+49
+0.3% +$5.66K 1.33% 12
2024
Q2 		$2.17M Buy
18,570
+44
+0.2% +$5.13K 1.43% 11
2024
Q1 		$2.15M Buy
18,526
+681
+4% +$71.3K 1.41% 10
2023
Q4 		$1.78M Buy
17,845
+50
+0.3% +$5.25K 1.24% 12
2023
Q3 		$2.09M Buy
17,795
+188
+1% +$20.6K 1.64% 9
2023
Q2 		$1.89M Buy
17,607
+41
+0.2% +$4.47K 1.44% 11
2023
Q1 		$1.93M Buy
17,566
+51
+0.3% +$5.64K 1.56% 9
2022
Q4 		$1.93M Buy
17,515
+51
+0.3% +$5.46K 1.72% 8
2022
Q3 		$1.52M Buy
17,464
+52
+0.3% +$4.75K 1.55% 8
2022
Q2 		$1.49M Sell
17,412
-627
-3% -$56.6K 1.42% 12
2022
Q1 		$1.49M Buy
18,039
+59
+0.3% +$4.59K 1.35% 12
2021
Q4 		$1.1M Buy
+17,980
New +$1.12M 0.97% 13

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

Lauterbach Financial Advisors's XOM Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its ExxonMobil (XOM) stake by 0.49% in Q2 2026, selling an estimated $12.6K and leaving 17,114 shares worth $2.34M. The position accounts for 1.01% of the portfolio, ranked #17.

Lauterbach Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.92M in Q1 2026. 2,059 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lauterbach Financial Advisors held 17,114 shares of ExxonMobil worth $2.34M as of Q2 2026.
  • Lauterbach Financial Advisors sold 84 ExxonMobil shares in Q2 2026, an estimated $12.6K.
  • ExxonMobil made up 1.01% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Lauterbach Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's ExxonMobil position peaked at $2.92M in Q1 2026.
  • 2,059 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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