Lido Advisors’s ExxonMobil XOM Stock Holding History

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

Lido Advisors's XOM Position: Q2 2026 in Review

Lido Advisors increased its ExxonMobil (XOM) stake by 5.7% in Q2 2026, buying an estimated $5.79M and bringing the position to 721,408 shares worth $98.6M. The position accounts for 0.27% of the portfolio, ranked #57.

Lido Advisors first reported a position in XOM in Q1 2016 and has held it in 42 quarters since. The position peaked at $116M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lido Advisors held 721,408 shares of ExxonMobil worth $98.6M as of Q2 2026.
  • Lido Advisors bought 38,679 ExxonMobil shares in Q2 2026, an estimated $5.79M.
  • ExxonMobil made up 0.27% of Lido Advisors's portfolio in Q2 2026, its #57 holding.
  • Lido Advisors first reported a position in ExxonMobil in Q1 2016 and has held it in 42 quarters since.
  • Lido Advisors's ExxonMobil position peaked at $116M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.