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Lebenthal Global Advisors’s ExxonMobil XOM Stock Holding History

Lebenthal Global 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 		$1.2M Buy
8,758
+1,201
+16% +$180K 0.16% 94
2026
Q1 		$1.28M Sell
7,557
-3,162
-29% -$461K 0.19% 86
2025
Q4 		$1.29M Sell
10,719
-205
-2% -$23.8K 0.2% 77
2025
Q3 		$1.23M Buy
10,924
+106
+1% +$11.8K 0.22% 77
2025
Q2 		$1.17M Buy
10,818
+1,244
+13% +$133K 0.22% 73
2025
Q1 		$1.14M Sell
9,574
-1,342
-12% -$148K 0.21% 66
2024
Q4 		$1.17M Sell
10,916
-1,282
-11% -$150K 0.21% 72
2024
Q3 		$1.43M Sell
12,198
-72
-0.6% -$8.31K 0.29% 50
2024
Q2 		$1.41M Buy
12,270
+6,255
+104% +$729K 0.31% 38
2024
Q1 		$699K Sell
6,015
-529
-8% -$55.3K 0.16% 86
2023
Q4 		$654K Buy
6,544
+1,111
+20% +$117K 0.15% 88
2023
Q3 		$639K Sell
5,433
-100
-2% -$11K 0.19% 66
2023
Q2 		$593K Sell
5,533
-226
-4% -$24.7K 0.17% 64
2023
Q1 		$632K Sell
5,759
-108
-2% -$11.9K 0.19% 56
2022
Q4 		$647K Buy
+5,867
New +$629K 0.21% 48
2022
Q3 		– Sell
-2,683
Closed -$229K – 138
2022
Q2 		$229K Sell
2,683
-1,256
-32% -$113K 0.11% 118
2022
Q1 		$325K Sell
3,939
-536
-12% -$41.7K 0.14% 110
2021
Q4 		$273K Sell
4,475
-1,876
-30% -$117K 0.11% 135
2021
Q3 		$373K Sell
6,351
-4,027
-39% -$229K 0.23% 79
2021
Q2 		$654K Buy
10,378
+4,320
+71% +$258K 0.35% 46
2021
Q1 		$338K Buy
6,058
+1,378
+29% +$72.2K 0.21% 81
2020
Q4 		$192K Buy
+4,680
New +$175K 0.14% 100

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lebenthal Global Advisors's XOM Position: Q2 2026 in Review

Lebenthal Global Advisors increased its ExxonMobil (XOM) stake by 16% in Q2 2026, buying an estimated $180K and bringing the position to 8,758 shares worth $1.2M. The position accounts for 0.16% of the portfolio, ranked #94.

Lebenthal Global Advisors first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lebenthal Global Advisors held 8,758 shares of ExxonMobil worth $1.2M as of Q2 2026.
  • Lebenthal Global Advisors bought 1,201 ExxonMobil shares in Q2 2026, an estimated $180K.
  • ExxonMobil made up 0.16% of Lebenthal Global Advisors's portfolio in Q2 2026, its #94 holding.
  • Lebenthal Global Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • Lebenthal Global Advisors's ExxonMobil position peaked at $1.43M in Q3 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.