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LifeGuide Financial Advisors’s ExxonMobil XOM Stock Holding History

LifeGuide 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 		$873K Buy
6,385
+41
+0.6% +$6.14K 0.25% 23
2026
Q1 		$1.08M Buy
6,344
+41
+0.7% +$5.98K 0.34% 22
2025
Q4 		$773K Buy
6,303
+103
+2% +$11.9K 0.26% 24
2025
Q3 		$677K Hold
6,200
– – 0.25% 27
2025
Q2 		$668K Buy
6,200
+47
+0.8% +$5.02K 0.25% 27
2025
Q1 		$732K Buy
6,153
+51
+0.8% +$5.64K 0.3% 24
2024
Q4 		$656K Sell
6,102
-1,317
-18% -$154K 0.28% 25
2024
Q3 		$870K Sell
7,419
-115
-2% -$13.3K 0.37% 22
2024
Q2 		$867K Buy
7,534
+1,577
+26% +$184K 0.42% 21
2024
Q1 		$692K Buy
5,957
+72
+1% +$7.53K 0.35% 25
2023
Q4 		$588K Sell
5,885
-18
-0.3% -$1.89K 0.31% 27
2023
Q3 		$694K Buy
5,903
+18
+0.3% +$1.97K 0.41% 22
2023
Q2 		$631K Sell
5,885
-91
-2% -$9.93K 0.43% 22
2023
Q1 		$655K Buy
+5,976
New +$661K 0.53% 17

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

LifeGuide Financial Advisors increased its ExxonMobil (XOM) stake by 0.65% in Q2 2026, buying an estimated $6.14K and bringing the position to 6,385 shares worth $873K. The position accounts for 0.25% of the portfolio, ranked #23.

LifeGuide Financial Advisors first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LifeGuide Financial Advisors held 6,385 shares of ExxonMobil worth $873K as of Q2 2026.
  • LifeGuide Financial Advisors bought 41 ExxonMobil shares in Q2 2026, an estimated $6.14K.
  • ExxonMobil made up 0.25% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • LifeGuide Financial Advisors first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
  • LifeGuide Financial Advisors's ExxonMobil position peaked at $1.08M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.