LBJ Family Wealth Advisors’s ExxonMobil XOM Stock Holding History

LBJ Family Wealth 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 Q3	$3.55M	Hold	21,833	–	–	1.81%	10
2026 Q2	$2.97M	Hold	21,833	–	–	1.51%	11
2026 Q1	$3.74M	Hold	21,833	–	–	2.19%	10
2025 Q4	$2.63M	Hold	21,833	–	–	1.44%	11
2025 Q3	$2.46M	Hold	21,833	–	–	1.34%	11
2025 Q2	$2.35M	Hold	21,833	–	–	1.37%	11
2025 Q1	$2.6M	Sell	21,833 -1,591	-7%	-$176K	1.66%	11
2024 Q4	$2.52M	Buy	23,424 +2,086	+10%	+$244K	1.5%	11
2024 Q3	$2.5M	Hold	21,338	–	–	1.48%	11
2024 Q2	$2.46M	Buy	+21,338	New	+$2.49M	1.54%	11

Other funds holding XOM

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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

LBJ Family Wealth Advisors's XOM Position: Q3 2026 in Review

LBJ Family Wealth Advisors held its ExxonMobil (XOM) position steady in Q3 2026 at 21,833 shares worth $3.55M. The position accounts for 1.81% of the portfolio, ranked #10.

LBJ Family Wealth Advisors first reported a position in XOM in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.74M in Q1 2026. 38 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

LBJ Family Wealth Advisors held 21,833 shares of ExxonMobil worth $3.55M as of Q3 2026.
LBJ Family Wealth Advisors left its ExxonMobil share count unchanged in Q3 2026.
ExxonMobil made up 1.81% of LBJ Family Wealth Advisors's portfolio in Q3 2026, its #10 holding.
LBJ Family Wealth Advisors first reported a position in ExxonMobil in Q2 2024 and has held it in 10 quarters since.
LBJ Family Wealth Advisors's ExxonMobil position peaked at $3.74M in Q1 2026.
38 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.