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LBMC Investment Advisors’s ExxonMobil XOM Stock Holding History

LBMC Investment 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
Q1 		$2.4M Sell
14,124
-282
-2% -$41.2K 0.15% 70
2025
Q4 		$1.73M Buy
14,406
+260
+2% +$30.2K 0.11% 75
2025
Q3 		$1.59M Sell
14,146
-4,026
-22% -$448K 0.1% 79
2025
Q2 		$1.96M Buy
18,172
+15
+0.1% +$1.6K 0.14% 65
2025
Q1 		$2.16M Buy
18,157
+50
+0.3% +$5.53K 0.17% 56
2024
Q4 		$1.95M Sell
18,107
-2,501
-12% -$293K 0.15% 54
2024
Q3 		$2.42M Buy
20,608
+46
+0.2% +$5.31K 0.19% 50
2024
Q2 		$2.37M Buy
20,562
+46
+0.2% +$5.36K 0.21% 50
2024
Q1 		$2.38M Sell
20,516
-1,207
-6% -$126K 0.21% 48
2023
Q4 		$2.17M Sell
21,723
-5
-0% -$526 0.21% 38
2023
Q3 		$2.52M Buy
21,728
+100
+0.5% +$11K 0.27% 34
2023
Q2 		$2.32M Sell
21,628
-23
-0.1% -$2.51K 0.23% 36
2023
Q1 		$2.37M Buy
21,651
+3,631
+20% +$402K 0.24% 35
2022
Q4 		$1.99M Sell
18,020
-55
-0.3% -$5.89K 0.21% 33
2022
Q3 		$1.58M Sell
18,075
-126
-0.7% -$11.5K 0.18% 39
2022
Q2 		$1.56M Sell
18,201
-3,526
-16% -$318K 0.17% 39
2022
Q1 		$1.79M Buy
21,727
+1,397
+7% +$109K 0.16% 43
2021
Q4 		$1.24M Buy
20,330
+829
+4% +$51.8K 0.11% 52
2021
Q3 		$1.12K Hold
19,501
– – 0.11% 56
2021
Q2 		$1.23M Buy
19,501
+47
+0.2% +$2.81K 0.12% 52
2021
Q1 		$1.09M Sell
19,454
-86
-0.4% -$4.51K 0.11% 49
2020
Q4 		$805K Buy
19,540
+122
+0.6% +$4.57K 0.09% 54
2020
Q3 		$667K Buy
19,418
+121
+0.6% +$4.95K 0.09% 55
2020
Q2 		$863K Buy
19,297
+2,573
+15% +$115K 0.14% 43
2020
Q1 		$635K Buy
16,724
+679
+4% +$37.5K 0.12% 40
2019
Q4 		$1.12M Sell
16,045
-246
-2% -$17K 0.16% 36
2019
Q3 		$1.15M Buy
16,291
+1,033
+7% +$74.7K 0.17% 33
2019
Q2 		$1.17M Buy
15,258
+371
+2% +$28.7K 0.18% 34
2019
Q1 		$1.2M Sell
14,887
-72
-0.5% -$5.49K 0.19% 32
2018
Q4 		$1.02M Buy
14,959
+1,570
+12% +$123K 0.19% 31
2018
Q3 		$1.14M Buy
13,389
+1,860
+16% +$152K 0.18% 34
2018
Q2 		$954K Buy
11,529
+39
+0.3% +$3.11K 0.16% 35
2018
Q1 		$857K Buy
11,490
+47
+0.4% +$3.76K 0.15% 36
2017
Q4 		$957K Buy
11,443
+304
+3% +$25.1K 0.16% 35
2017
Q3 		$913K Buy
11,139
+253
+2% +$20.1K 0.16% 35
2017
Q2 		$879K Sell
10,886
-174
-2% -$14.2K 0.15% 32
2017
Q1 		$907K Buy
11,060
+178
+2% +$14.9K 0.16% 31
2016
Q4 		$982K Sell
10,882
-106
-1% -$9.26K 0.18% 29
2016
Q3 		$959K Buy
10,988
+316
+3% +$28K 0.18% 30
2016
Q2 		$1M Buy
10,672
+959
+10% +$84.8K 0.2% 27
2016
Q1 		$812K Buy
9,713
+1,421
+17% +$114K 0.17% 31
2015
Q4 		$646K Buy
8,292
+65
+0.8% +$5.2K 0.14% 35
2015
Q3 		$612K Buy
8,227
+449
+6% +$34.6K 0.14% 32
2015
Q2 		$647K Buy
7,778
+56
+0.7% +$4.81K 0.14% 31
2015
Q1 		$656K Sell
7,722
-46
-0.6% -$4.08K 0.15% 31
2014
Q4 		$718K Sell
7,768
-50
-0.6% -$4.66K 0.17% 29
2014
Q3 		$735K Buy
7,818
+2,269
+41% +$226K 0.18% 26
2014
Q2 		$559K Sell
5,549
-2,354
-30% -$237K 0.15% 29
2014
Q1 		$772K Sell
7,903
-64
-0.8% -$6.1K 0.19% 27
2013
Q4 		$806K Sell
7,967
-30
-0.4% -$2.77K 0.21% 26
2013
Q3 		$688K Sell
7,997
-25
-0.3% -$2.25K 0.2% 28
2013
Q2 		$725K Buy
+8,022
New +$722K 0.25% 25

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LBMC Investment Advisors's XOM Position: Q1 2026 in Review

LBMC Investment Advisors reduced its ExxonMobil (XOM) stake by 2% in Q1 2026, selling an estimated $41.2K and leaving 14,124 shares worth $2.4M. The position accounts for 0.15% of the portfolio, ranked #70.

LBMC Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.52M in Q3 2023. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • LBMC Investment Advisors held 14,124 shares of ExxonMobil worth $2.4M as of Q1 2026.
  • LBMC Investment Advisors sold 282 ExxonMobil shares in Q1 2026, an estimated $41.2K.
  • ExxonMobil made up 0.15% of LBMC Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • LBMC Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • LBMC Investment Advisors's ExxonMobil position peaked at $2.52M in Q3 2023.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.