Lido Advisors
XOM icon

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
2026
Q1 		$3M Sell
17,700
-38,700
-69% -$5.65M 0.01% 585
2025
Q4 		$6.79M Hold
56,400
– – 0.02% 390
2025
Q3 		$6.36M Sell
56,400
-1,100
-2% -$122K 0.02% 387
2025
Q2 		$6.2M Sell
57,500
-9,000
-14% -$962K 0.02% 323
2025
Q1 		$7.91M Buy
66,500
+10,400
+19% +$1.15M 0.04% 265
2024
Q4 		$6.03M Sell
56,100
-13,600
-20% -$1.59M 0.03% 292
2024
Q3 		$8.17M Sell
69,700
-300
-0.4% -$34.6K 0.04% 235
2024
Q2 		$8.06M Buy
70,000
+40,200
+135% +$4.68M 0.04% 215
2024
Q1 		$3.46M Buy
29,800
+8,000
+37% +$837K 0.02% 330
2023
Q4 		$2.18M Buy
21,800
+9,800
+82% +$1.03M 0.01% 401
2023
Q3 		$1.41M Sell
12,000
-4,500
-27% -$494K 0.01% 450
2023
Q2 		$1.77M Buy
16,500
+500
+3% +$54.6K 0.01% 395
2023
Q1 		$1.75M Sell
16,000
-200
-1% -$22.1K 0.02% 366
2022
Q4 		$1.79M Buy
16,200
+1,500
+10% +$161K 0.02% 312
2022
Q3 		$1.28M Hold
14,700
– – 0.02% 322
2022
Q2 		$1.26M Buy
+14,700
New +$1.33M 0.02% 298
2020
Q2 		– Sell
-26,400
Closed -$1M – 678
2020
Q1 		$1M Hold
26,400
– – 0.04% 228
2019
Q4 		$1.84M Hold
26,400
– – 0.07% 159
2019
Q3 		$1.86M Buy
+26,400
New +$1.91M 0.09% 131

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
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

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.