LFA
XOM icon

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
Q2 		– Sell
-7,946
Closed -$1.35M – 264
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
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

LGT Financial Advisors's XOM Position: Q2 2026 in Review

LGT Financial Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 7,946 shares — an estimated $1.35M sold.

LGT Financial Advisors first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $3.85M in Q3 2023. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LGT Financial Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 7,946 ExxonMobil shares in Q2 2026, an estimated $1.35M.
  • LGT Financial Advisors first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
  • LGT Financial Advisors's ExxonMobil position peaked at $3.85M in Q3 2023.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.