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Lederer & Associates Investment Counsel’s ExxonMobil XOM Stock Holding History

Lederer & Associates Investment Counsel’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 		$2.03M Sell
14,880
-244
-2% -$36.5K 1.34% 22
2026
Q1 		$2.57M Sell
15,124
-137
-0.9% -$20K 1.82% 15
2025
Q4 		$1.84M Sell
15,261
-244
-2% -$28.3K 1.23% 24
2025
Q3 		$1.75M Buy
15,505
+5,313
+52% +$591K 1.13% 28
2025
Q2 		$1.1M Sell
10,192
-49
-0.5% -$5.24K 0.73% 46
2025
Q1 		$1.22M Buy
10,241
+1,194
+13% +$132K 0.89% 40
2024
Q4 		$973K Sell
9,047
-408
-4% -$47.7K 0.68% 51
2024
Q3 		$1.11M Sell
9,455
-144
-2% -$16.6K 0.78% 47
2024
Q2 		$1.1M Sell
9,599
-213
-2% -$24.8K 0.8% 41
2024
Q1 		$1.14M Buy
9,812
+1,565
+19% +$164K 0.79% 47
2023
Q4 		$825K Sell
8,247
-6,322
-43% -$664K 0.61% 61
2023
Q3 		$1.71M Sell
14,569
-31
-0.2% -$3.4K 1.36% 23
2023
Q2 		$1.57M Sell
14,600
-292
-2% -$31.9K 1.18% 33
2023
Q1 		$1.63M Buy
+14,892
New +$1.65M 1.26% 29
2021
Q2 		– Sell
-859
Closed -$48K – 148
2021
Q1 		$48K Buy
+859
New +$45K 0.03% 104
2019
Q4 		– Sell
-10,838
Closed -$765K – 91
2019
Q3 		$765K Sell
10,838
-9,130
-46% -$660K 0.73% 49
2019
Q2 		$1.53M Sell
19,968
-775
-4% -$60K 1.41% 33
2019
Q1 		$1.68M Buy
20,743
+6,230
+43% +$475K 1.56% 27
2018
Q4 		$990K Sell
14,513
-8,925
-38% -$700K 1.06% 45
2018
Q3 		$1.99M Buy
23,438
+470
+2% +$38.4K 1.68% 19
2018
Q2 		$1.9M Buy
22,968
+234
+1% +$18.6K 1.71% 20
2018
Q1 		$1.7M Buy
22,734
+865
+4% +$69.1K 1.53% 31
2017
Q4 		$1.83M Buy
21,869
+1,958
+10% +$162K 1.64% 28
2017
Q3 		$1.63M Sell
19,911
-1,470
-7% -$117K 1.56% 31
2017
Q2 		$1.73M Buy
21,381
+1,040
+5% +$85.1K 1.66% 28
2017
Q1 		$1.67M Sell
20,341
-145
-0.7% -$12.1K 1.57% 29
2016
Q4 		$1.85M Buy
+20,486
New +$1.79M 1.83% 21
2015
Q3 		$1.51M Sell
20,348
-1,025
-5% -$79K 1.68% 29
2015
Q2 		$1.78M Buy
21,373
+240
+1% +$20.6K 1.82% 24
2015
Q1 		$1.8M Buy
21,133
+425
+2% +$37.7K 1.75% 27
2014
Q4 		$1.91M Buy
+20,708
New +$1.93M 1.9% 19

Other funds holding XOM

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lederer & Associates Investment Counsel's XOM Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2026, selling an estimated $36.5K and leaving 14,880 shares worth $2.03M. The position accounts for 1.34% of the portfolio, ranked #22.

Lederer & Associates Investment Counsel first reported a position in XOM in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.57M in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lederer & Associates Investment Counsel held 14,880 shares of ExxonMobil worth $2.03M as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 244 ExxonMobil shares in Q2 2026, an estimated $36.5K.
  • ExxonMobil made up 1.34% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #22 holding.
  • Lederer & Associates Investment Counsel first reported a position in ExxonMobil in Q4 2014 and has held it in 31 quarters since.
  • Lederer & Associates Investment Counsel's ExxonMobil position peaked at $2.57M in Q1 2026.
  • 1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.