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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
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 $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

Lebenthal Global Advisors's XOM Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its ExxonMobil (XOM) stake by 29% in Q1 2026, selling an estimated $461K and leaving 7,557 shares worth $1.28M. The position accounts for 0.19% of the portfolio, ranked #86.

Lebenthal Global Advisors first reported a position in XOM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.43M in Q3 2024. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Lebenthal Global Advisors held 7,557 shares of ExxonMobil worth $1.28M as of Q1 2026.
  • Lebenthal Global Advisors sold 3,162 ExxonMobil shares in Q1 2026, an estimated $461K.
  • ExxonMobil made up 0.19% of Lebenthal Global Advisors's portfolio in Q1 2026, its #86 holding.
  • Lebenthal Global Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 21 quarters since.
  • Lebenthal Global Advisors's ExxonMobil position peaked at $1.43M in Q3 2024.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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