Lifelong Wealth Advisors’s ExxonMobil XOM Stock Holding History

Lifelong Wealth 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	$496K	Buy	3,625 +49	+1%	+$7.33K	0.12%	62
2026 Q1	$607K	Buy	3,576 +52	+1%	+$7.59K	0.16%	47
2025 Q4	$424K	Buy	3,524 +25	+0.7%	+$2.9K	0.11%	57
2025 Q3	$395K	Buy	3,499 +1,312	+60%	+$146K	0.12%	55
2025 Q2	$236K	Buy	2,187 +50	+2%	+$5.34K	0.08%	74
2025 Q1	$254K	Buy	2,137 +166	+8%	+$18.4K	0.12%	60
2024 Q4	$212K	Buy	+1,971	New	+$231K	0.1%	64

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lifelong Wealth Advisors's XOM Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its ExxonMobil (XOM) stake by 1.4% in Q2 2026, buying an estimated $7.33K and bringing the position to 3,625 shares worth $496K. The position accounts for 0.12% of the portfolio, ranked #62.

Lifelong Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $607K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lifelong Wealth Advisors held 3,625 shares of ExxonMobil worth $496K as of Q2 2026.
Lifelong Wealth Advisors bought 49 ExxonMobil shares in Q2 2026, an estimated $7.33K.
ExxonMobil made up 0.12% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Lifelong Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's ExxonMobil position peaked at $607K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.