LifeWealth Investments’s ExxonMobil XOM Stock Holding History

LifeWealth Investments’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	–	Sell	-3,289	Closed	-$558K	–	156
2026 Q1	$558K	Sell	3,289 -10	-0.3%	-$1.46K	0.17%	78
2025 Q4	$397K	Buy	3,299 +699	+27%	+$81.1K	0.13%	100
2025 Q3	$293K	Sell	2,600 -301	-10%	-$33.5K	0.1%	113
2025 Q2	$313K	Buy	+2,901	New	+$310K	0.11%	111
2025 Q1	–	Sell	-3,097	Closed	-$333K	–	182
2024 Q4	$333K	Buy	+3,097	New	+$362K	0.22%	100

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

LifeWealth Investments's XOM Position: Q2 2026 in Review

LifeWealth Investments sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,289 shares — an estimated $558K sold.

LifeWealth Investments first reported a position in XOM in Q4 2024 and held it in 5 quarters. The position peaked at $558K in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

LifeWealth Investments reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
LifeWealth Investments sold 3,289 ExxonMobil shares in Q2 2026, an estimated $558K.
LifeWealth Investments first reported a position in ExxonMobil in Q4 2024 and held it in 5 quarters.
LifeWealth Investments's ExxonMobil position peaked at $558K in Q1 2026.
4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.