Lewis Asset Management’s ExxonMobil XOM Stock Holding History

Lewis Asset Management’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	$1.61M	Buy	11,794 +193	+2%	+$28.9K	0.56%	44
2026 Q1	$1.97M	Buy	11,601 +656	+6%	+$95.7K	0.8%	33
2025 Q4	$1.32M	Buy	10,945 +221	+2%	+$25.6K	0.54%	46
2025 Q3	$1.21M	Buy	10,724 +438	+4%	+$48.7K	0.5%	48
2025 Q2	$1.11M	Buy	10,286 +6,410	+165%	+$685K	0.52%	46
2025 Q1	$461K	Buy	3,876 +161	+4%	+$17.8K	0.38%	68
2024 Q4	$400K	Buy	3,715 +112	+3%	+$13.1K	0.31%	82
2024 Q3	$422K	Buy	3,603 +980	+37%	+$113K	0.31%	79
2024 Q2	$302K	Buy	2,623 +318	+14%	+$37K	0.23%	94
2024 Q1	$268K	Buy	2,305 +107	+5%	+$11.2K	0.22%	100
2023 Q4	$220K	Buy	+2,198	New	+$231K	0.2%	101

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lewis Asset Management's XOM Position: Q2 2026 in Review

Lewis Asset Management increased its ExxonMobil (XOM) stake by 1.7% in Q2 2026, buying an estimated $28.9K and bringing the position to 11,794 shares worth $1.61M. The position accounts for 0.56% of the portfolio, ranked #44.

Lewis Asset Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.97M in Q1 2026. 2,050 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lewis Asset Management held 11,794 shares of ExxonMobil worth $1.61M as of Q2 2026.
Lewis Asset Management bought 193 ExxonMobil shares in Q2 2026, an estimated $28.9K.
ExxonMobil made up 0.56% of Lewis Asset Management's portfolio in Q2 2026, its #44 holding.
Lewis Asset Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Lewis Asset Management's ExxonMobil position peaked at $1.97M in Q1 2026.
2,050 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.