Lazari Capital Management’s ExxonMobil XOM Stock Holding History

Lazari Capital Management’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	$2.25M	Buy	16,452 +163	+1%	+$24.4K	0.69%	25
2026 Q1	$2.76M	Sell	16,289 -3,880	-19%	-$566K	0.96%	19
2025 Q4	$2.43M	Sell	20,169 -1,032	-5%	-$120K	0.82%	21
2025 Q3	$2.39M	Sell	21,201 -22	-0.1%	-$2.45K	0.81%	21
2025 Q2	$2.29M	Buy	21,223 +187	+0.9%	+$20K	0.86%	23
2025 Q1	$2.5M	Buy	21,036 +1,244	+6%	+$138K	1.02%	18
2024 Q4	$2.13M	Sell	19,792 -308	-2%	-$36K	0.85%	23
2024 Q3	$2.36M	Buy	20,100 +122	+0.6%	+$14.1K	1.01%	20
2024 Q2	$2.3M	Buy	19,978 +4,153	+26%	+$484K	1.04%	19
2024 Q1	$1.84M	Sell	15,825 -1,234	-7%	-$129K	1%	18
2023 Q4	$1.71M	Sell	17,059 -167	-1%	-$17.6K	0.98%	18
2023 Q3	$2.03M	Buy	17,226 +35	+0.2%	+$3.84K	1.21%	15
2023 Q2	$1.84M	Buy	+17,191	New	+$1.88M	1.04%	19

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lazari Capital Management's XOM Position: Q2 2026 in Review

Lazari Capital Management increased its ExxonMobil (XOM) stake by 1% in Q2 2026, buying an estimated $24.4K and bringing the position to 16,452 shares worth $2.25M. The position accounts for 0.69% of the portfolio, ranked #25.

Lazari Capital Management first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.76M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lazari Capital Management held 16,452 shares of ExxonMobil worth $2.25M as of Q2 2026.
Lazari Capital Management bought 163 ExxonMobil shares in Q2 2026, an estimated $24.4K.
ExxonMobil made up 0.69% of Lazari Capital Management's portfolio in Q2 2026, its #25 holding.
Lazari Capital Management first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's ExxonMobil position peaked at $2.76M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.