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Lifeworks Advisors’s ExxonMobil XOM Stock Holding History

Lifeworks 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
Q1 		$1.9M Buy
11,196
+224
+2% +$32.7K 0.24% 91
2025
Q4 		$1.32M Buy
10,972
+128
+1% +$14.8K 0.17% 122
2025
Q3 		$1.22M Buy
10,844
+557
+5% +$61.9K 0.16% 122
2025
Q2 		$1.11M Buy
10,287
+530
+5% +$56.7K 0.17% 118
2025
Q1 		$1.16M Buy
9,757
+340
+4% +$37.6K 0.19% 112
2024
Q4 		$1.01M Buy
9,417
+668
+8% +$78.1K 0.18% 116
2024
Q3 		$1.03M Buy
8,749
+794
+10% +$91.7K 0.2% 112
2024
Q2 		$916K Sell
7,955
-111
-1% -$12.9K 0.26% 87
2024
Q1 		$938K Buy
8,066
+1,073
+15% +$112K 0.26% 89
2023
Q4 		$699K Buy
6,993
+89
+1% +$9.35K 0.24% 96
2023
Q3 		$812K Sell
6,904
-90
-1% -$9.87K 0.32% 89
2023
Q2 		$750K Sell
6,994
-152
-2% -$16.6K 0.32% 86
2023
Q1 		$784K Buy
7,146
+723
+11% +$80K 0.37% 85
2022
Q4 		$708K Sell
6,423
-2,054
-24% -$220K 0.4% 78
2022
Q3 		$939K Sell
8,477
-1,746
-17% -$159K 0.53% 70
2022
Q2 		$875K Sell
10,223
-518
-5% -$46.7K 0.55% 63
2022
Q1 		$887K Sell
10,741
-4,163
-28% -$324K 0.59% 59
2021
Q4 		$912K Buy
+14,904
New +$931K 0.73% 43

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lifeworks Advisors's XOM Position: Q1 2026 in Review

Lifeworks Advisors increased its ExxonMobil (XOM) stake by 2% in Q1 2026, buying an estimated $32.7K and bringing the position to 11,196 shares worth $1.9M. The position accounts for 0.24% of the portfolio, ranked #91.

Lifeworks Advisors first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Lifeworks Advisors held 11,196 shares of ExxonMobil worth $1.9M as of Q1 2026.
  • Lifeworks Advisors bought 224 ExxonMobil shares in Q1 2026, an estimated $32.7K.
  • ExxonMobil made up 0.24% of Lifeworks Advisors's portfolio in Q1 2026, its #91 holding.
  • Lifeworks Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.