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Lawood & Co’s ExxonMobil XOM Stock Holding History

Lawood & Co’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 		$362K Hold
2,223
– – 0.25% 70
2026
Q2 		$304K Sell
2,223
-2,678
-55% -$401K 0.21% 78
2026
Q1 		$832K Sell
4,901
-1,400
-22% -$204K 0.77% 38
2025
Q4 		$758K Buy
+6,301
New +$731K 0.72% 41

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Lawood & Co's XOM Position: Q3 2026 in Review

Lawood & Co held its ExxonMobil (XOM) position steady in Q3 2026 at 2,223 shares worth $362K. The position accounts for 0.25% of the portfolio, ranked #70.

Lawood & Co first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. The position peaked at $832K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Lawood & Co held 2,223 shares of ExxonMobil worth $362K as of Q3 2026.
  • Lawood & Co left its ExxonMobil share count unchanged in Q3 2026.
  • ExxonMobil made up 0.25% of Lawood & Co's portfolio in Q3 2026, its #70 holding.
  • Lawood & Co first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's ExxonMobil position peaked at $832K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.