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LeClair Wealth Partners’s ExxonMobil XOM Stock Holding History

LeClair Wealth Partners’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 		$2.37M Buy
+17,302
New +$2.59M 1.23% 24
2026
Q1 		– Sell
-17,287
Closed -$2.08M – 202
2025
Q4 		$2.08M Buy
17,287
+38
+0.2% +$4.41K 1.21% 24
2025
Q3 		$1.94M Sell
17,249
-34
-0.2% -$3.78K 1.21% 21
2025
Q2 		$1.86M Sell
17,283
-54
-0.3% -$5.77K 1.26% 21
2025
Q1 		$2.06M Sell
17,337
-100
-0.6% -$11.1K 1.49% 19
2024
Q4 		$1.88M Buy
+17,437
New +$2.04M 1.25% 20

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

LeClair Wealth Partners's XOM Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in ExxonMobil (XOM) in Q2 2026: 17,302 shares worth $2.37M. The stake represents 1.23% of the portfolio and ranks #24 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in XOM as recently as Q4 2025.

LeClair Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LeClair Wealth Partners held 17,302 shares of ExxonMobil worth $2.37M as of Q2 2026.
  • ExxonMobil was a new LeClair Wealth Partners position in Q2 2026.
  • ExxonMobil made up 1.23% of LeClair Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • LeClair Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.