Lido Advisors’s ExxonMobil XOM Stock Holding History

Lido 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
2025 Q2	–	Sell	-3,000	Closed	-$357K	–	1767
2025 Q1	$357K	Hold	3,000	–	–	﹤0.01%	1141
2024 Q4	$323K	Buy	+3,000	New	+$351K	﹤0.01%	1186

Other funds holding XOM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lido Advisors's XOM Position: Q1 2026 in Review

Lido Advisors reduced its ExxonMobil (XOM) stake by 7.4% in Q1 2026, selling an estimated $7.95M and leaving 682,729 shares worth $116M. The position accounts for 0.35% of the portfolio, ranked #42.

Lido Advisors first reported a position in XOM in Q1 2016 and has held it in 41 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Lido Advisors held 682,729 shares of ExxonMobil worth $116M as of Q1 2026.
Lido Advisors sold 54,447 ExxonMobil shares in Q1 2026, an estimated $7.95M.
ExxonMobil made up 0.35% of Lido Advisors's portfolio in Q1 2026, its #42 holding.
Lido Advisors first reported a position in ExxonMobil in Q1 2016 and has held it in 41 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.