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Lifestyle Asset Management’s ExxonMobil XOM Stock Holding History

Lifestyle Asset Management’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 		$8.76M Sell
64,039
-262
-0.4% -$39.2K 2.35% 12
2026
Q1 		$10.9M Buy
64,301
+91
+0.1% +$13.3K 3.56% 7
2025
Q4 		$7.73M Buy
64,210
+701
+1% +$81.3K 2.51% 8
2025
Q3 		$7.16M Buy
63,509
+1,434
+2% +$159K 2.45% 10
2025
Q2 		$6.69M Sell
62,075
-155
-0.2% -$16.6K 3.12% 9
2025
Q1 		$7.4M Buy
62,230
+1,416
+2% +$157K 4.07% 7
2024
Q4 		$6.54M Buy
60,814
+208
+0.3% +$24.3K 3.56% 7
2024
Q3 		$7.1M Buy
60,606
+3,618
+6% +$418K 3.92% 6
2024
Q2 		$6.56M Buy
56,988
+40,135
+238% +$4.67M 3.77% 7
2024
Q1 		$1.96M Sell
16,853
-1,806
-10% -$189K 1.16% 13
2023
Q4 		$1.87M Sell
18,659
-22
-0.1% -$2.31K 1.04% 13
2023
Q3 		$2.2M Buy
18,681
+5,962
+47% +$654K 1.33% 11
2023
Q2 		$1.36M Sell
12,719
-6,210
-33% -$678K 0.82% 15
2023
Q1 		$2.08M Buy
18,929
+1,800
+11% +$199K 1.39% 11
2022
Q4 		$1.89M Buy
+17,129
New +$1.84M 1.51% 9

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lifestyle Asset Management's XOM Position: Q2 2026 in Review

Lifestyle Asset Management reduced its ExxonMobil (XOM) stake by 0.41% in Q2 2026, selling an estimated $39.2K and leaving 64,039 shares worth $8.76M. The position accounts for 2.35% of the portfolio, ranked #12.

Lifestyle Asset Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.9M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lifestyle Asset Management held 64,039 shares of ExxonMobil worth $8.76M as of Q2 2026.
  • Lifestyle Asset Management sold 262 ExxonMobil shares in Q2 2026, an estimated $39.2K.
  • ExxonMobil made up 2.35% of Lifestyle Asset Management's portfolio in Q2 2026, its #12 holding.
  • Lifestyle Asset Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Lifestyle Asset Management's ExxonMobil position peaked at $10.9M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.