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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
Q2 		$1.92M Buy
14,078
+2,882
+26% +$431K 0.2% 99
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lifeworks Advisors's XOM Position: Q2 2026 in Review

Lifeworks Advisors increased its ExxonMobil (XOM) stake by 26% in Q2 2026, buying an estimated $431K and bringing the position to 14,078 shares worth $1.92M. The position accounts for 0.2% of the portfolio, ranked #99.

Lifeworks Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lifeworks Advisors held 14,078 shares of ExxonMobil worth $1.92M as of Q2 2026.
  • Lifeworks Advisors bought 2,882 ExxonMobil shares in Q2 2026, an estimated $431K.
  • ExxonMobil made up 0.2% of Lifeworks Advisors's portfolio in Q2 2026, its #99 holding.
  • Lifeworks Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.