LFG Wealth Partners
XOM icon

LFG Wealth Partners’s ExxonMobil XOM Stock Holding History

LFG 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
Q3 		$363K Buy
+2,232
New +$349K 0.15% 77
2026
Q2 		– Sell
-11,477
Closed -$1.95M – 115
2026
Q1 		$1.95M Buy
11,477
+4,049
+55% +$591K 1.17% 25
2025
Q4 		$894K Buy
+7,428
New +$862K 0.57% 59

Other funds holding XOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LFG Wealth Partners's XOM Position: Q3 2026 in Review

LFG Wealth Partners opened a new position in ExxonMobil (XOM) in Q3 2026: 2,232 shares worth $363K. The stake represents 0.15% of the portfolio and ranks #77 among its holdings. This is a return to the name: LFG Wealth Partners previously reported a position in XOM as recently as Q1 2026.

LFG Wealth Partners first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q1 2026. 3,117 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • LFG Wealth Partners held 2,232 shares of ExxonMobil worth $363K as of Q3 2026.
  • ExxonMobil was a new LFG Wealth Partners position in Q3 2026.
  • ExxonMobil made up 0.15% of LFG Wealth Partners's portfolio in Q3 2026, its #77 holding.
  • LFG Wealth Partners first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • LFG Wealth Partners's ExxonMobil position peaked at $1.95M in Q1 2026.
  • 3,117 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.