Lighthouse Financial’s ExxonMobil XOM Stock Holding History

Lighthouse 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 Q1	$931K	Buy	5,489 +66	+1%	+$9.63K	0.56%	29
2025 Q4	$653K	Buy	5,423 +83	+2%	+$9.63K	0.43%	33
2025 Q3	$602K	Hold	5,340	–	–	0.4%	38
2025 Q2	$576K	Hold	5,340	–	–	0.44%	37
2025 Q1	$635K	Sell	5,340 -17	-0.3%	-$1.88K	0.55%	33
2024 Q4	$576K	Buy	+5,357	New	+$627K	0.47%	36

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lighthouse Financial's XOM Position: Q1 2026 in Review

Lighthouse Financial increased its ExxonMobil (XOM) stake by 1.2% in Q1 2026, buying an estimated $9.63K and bringing the position to 5,489 shares worth $931K. The position accounts for 0.56% of the portfolio, ranked #29.

Lighthouse Financial first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Lighthouse Financial held 5,489 shares of ExxonMobil worth $931K as of Q1 2026.
Lighthouse Financial bought 66 ExxonMobil shares in Q1 2026, an estimated $9.63K.
ExxonMobil made up 0.56% of Lighthouse Financial's portfolio in Q1 2026, its #29 holding.
Lighthouse Financial first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.