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 Q2	$750K	Hold	5,489	–	–	0.39%	36
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Lighthouse Financial's XOM Position: Q2 2026 in Review

Lighthouse Financial held its ExxonMobil (XOM) position steady in Q2 2026 at 5,489 shares worth $750K. The position accounts for 0.39% of the portfolio, ranked #36.

Lighthouse Financial first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $931K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lighthouse Financial held 5,489 shares of ExxonMobil worth $750K as of Q2 2026.
Lighthouse Financial left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.39% of Lighthouse Financial's portfolio in Q2 2026, its #36 holding.
Lighthouse Financial first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Lighthouse Financial's ExxonMobil position peaked at $931K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lighthouse Financial's 13F filing for Q2 2026, filed 14 Aug 2026.