LGT Financial Advisors’s ExxonMobil XOM Stock Holding History

LGT Financial 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	$1.35M	Buy	7,946 +47	+0.6%	+$6.86K	6.91%	3
2025 Q4	$951K	Sell	7,899 -310	-4%	-$36K	5.82%	4
2025 Q3	$926K	Sell	8,209 -107	-1%	-$11.9K	2%	14
2025 Q2	$896K	Buy	8,316 +605	+8%	+$64.7K	2.27%	13
2025 Q1	$917K	Buy	7,711 +3	+0%	+$332	2.8%	10
2024 Q4	$829K	Buy	7,708 +10	+0.1%	+$1.17K	1.83%	10
2024 Q3	$902K	Sell	7,698 -155	-2%	-$17.9K	2.23%	6
2024 Q2	$904K	Sell	7,853 -24,818	-76%	-$2.89M	1.91%	10
2024 Q1	$3.8M	Sell	32,671 -170	-0.5%	-$17.8K	4.41%	2
2023 Q4	$3.28M	Buy	32,841 +70	+0.2%	+$7.36K	4.01%	3
2023 Q3	$3.85M	Sell	32,771 -598	-2%	-$65.6K	4.9%	3
2023 Q2	$3.58M	Buy	33,369 +59	+0.2%	+$6.44K	3.81%	3
2023 Q1	$3.65M	Buy	33,310 +59	+0.2%	+$6.53K	6.8%	3
2022 Q4	$3.67M	Buy	+33,251	New	+$3.56M	4.31%	6

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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