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LifeSteps Financial’s ExxonMobil XOM Stock Holding History

LifeSteps Financial’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 		$1.65M Buy
12,052
+104
+0.9% +$15.6K 0.77% 24
2026
Q1 		$2.03M Sell
11,948
-604
-5% -$88.1K 1.28% 18
2025
Q4 		$1.51M Buy
12,552
+35
+0.3% +$4.06K 0.97% 23
2025
Q3 		$1.41M Buy
12,517
+36
+0.3% +$4K 0.91% 24
2025
Q2 		$1.35M Sell
12,481
-364
-3% -$38.9K 0.92% 24
2025
Q1 		$1.53M Sell
12,845
-166
-1% -$18.4K 1.24% 22
2024
Q4 		$1.4M Buy
13,011
+434
+3% +$50.8K 1.07% 21
2024
Q3 		$1.47M Sell
12,577
-12
-0.1% -$1.39K 1.15% 21
2024
Q2 		$1.45M Buy
12,589
+31
+0.2% +$3.61K 1.2% 20
2024
Q1 		$1.46M Buy
12,558
+31
+0.2% +$3.24K 1.1% 20
2023
Q4 		$1.25M Buy
12,527
+35
+0.3% +$3.68K 1.11% 21
2023
Q3 		$1.47M Buy
12,492
+28
+0.2% +$3.07K 1.49% 17
2023
Q2 		$1.34M Buy
12,464
+31
+0.2% +$3.38K 1.32% 20
2023
Q1 		$1.36M Sell
12,433
-480
-4% -$53.1K 1.45% 16
2022
Q4 		$1.42M Buy
12,913
+6,066
+89% +$650K 1.48% 18
2022
Q3 		$598K Buy
6,847
+1,783
+35% +$163K 0.67% 33
2022
Q2 		$434K Hold
5,064
– – 0.45% 46
2022
Q1 		$418K Buy
5,064
+40
+0.8% +$3.11K 0.31% 54
2021
Q4 		$307K Sell
5,024
-10,850
-68% -$678K 0.22% 66
2021
Q3 		$934K Hold
15,874
– – 0.71% 28
2021
Q2 		$1M Hold
15,874
– – 0.77% 27
2021
Q1 		$886K Sell
15,874
-530
-3% -$27.8K 0.74% 25
2020
Q4 		$676K Hold
16,404
– – 0.62% 30
2020
Q3 		$563K Sell
16,404
-11,499
-41% -$470K 0.59% 31
2020
Q2 		$1.25M Sell
27,903
-449
-2% -$20.1K 1.44% 16
2020
Q1 		$1.08M Sell
28,352
-201
-0.7% -$11.1K 1.24% 24
2019
Q4 		$1.99M Buy
+28,553
New +$1.97M 1.88% 15

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LifeSteps Financial's XOM Position: Q2 2026 in Review

LifeSteps Financial increased its ExxonMobil (XOM) stake by 0.87% in Q2 2026, buying an estimated $15.6K and bringing the position to 12,052 shares worth $1.65M. The position accounts for 0.77% of the portfolio, ranked #24.

LifeSteps Financial first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q1 2026. 1,908 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LifeSteps Financial held 12,052 shares of ExxonMobil worth $1.65M as of Q2 2026.
  • LifeSteps Financial bought 104 ExxonMobil shares in Q2 2026, an estimated $15.6K.
  • ExxonMobil made up 0.77% of LifeSteps Financial's portfolio in Q2 2026, its #24 holding.
  • LifeSteps Financial first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's ExxonMobil position peaked at $2.03M in Q1 2026.
  • 1,908 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.