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Lindbrook Capital’s ExxonMobil XOM Stock Holding History

Lindbrook Capital’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
2025
Q1 		$2.64M Buy
22,236
+5,213
+31% +$577K 0.24% 64
2024
Q4 		$1.83M Sell
17,023
-128
-0.7% -$15K 0.17% 82
2024
Q3 		$2.01M Buy
17,151
+1,245
+8% +$144K 0.18% 82
2024
Q2 		$1.83M Buy
15,906
+4,701
+42% +$548K 0.17% 82
2024
Q1 		$1.3M Buy
11,205
+93
+0.8% +$9.73K 0.12% 105
2023
Q4 		$1.11M Buy
11,112
+82
+0.7% +$8.62K 0.11% 108
2023
Q3 		$1.3M Buy
11,030
+3,017
+38% +$331K 0.15% 92
2023
Q2 		$859K Buy
8,013
+116
+1% +$12.7K 0.09% 129
2023
Q1 		$866K Sell
7,897
-2,622
-25% -$290K 0.1% 123
2022
Q4 		$1.16M Buy
10,519
+2,876
+38% +$308K 0.14% 103
2022
Q3 		$667K Buy
7,643
+1,672
+28% +$153K 0.11% 108
2022
Q2 		$511K Sell
5,971
-1,329
-18% -$120K 0.08% 150
2022
Q1 		$603K Buy
7,300
+1,890
+35% +$147K 0.09% 141
2021
Q4 		$331K Buy
5,410
+742
+16% +$46.4K 0.05% 211
2021
Q3 		$275K Buy
4,668
+1,399
+43% +$79.7K 0.07% 116
2021
Q2 		$206K Buy
3,269
+25
+0.8% +$1.49K 0.05% 161
2021
Q1 		$181K Buy
3,244
+953
+42% +$50K 0.04% 168
2020
Q4 		$94K Buy
2,291
+806
+54% +$30.2K 0.02% 259
2020
Q3 		$51K Sell
1,485
-1,704
-53% -$69.7K 0.01% 356
2020
Q2 		$143K Sell
3,189
-58
-2% -$2.6K 0.04% 159
2020
Q1 		$123K Sell
3,247
-1,193
-27% -$65.9K 0.05% 160
2019
Q4 		$310K Buy
4,440
+624
+16% +$43.1K 0.11% 94
2019
Q3 		$269K Sell
3,816
-378
-9% -$27.3K 0.1% 99
2019
Q2 		$321K Buy
4,194
+579
+16% +$44.8K 0.12% 84
2019
Q1 		$292K Sell
3,615
-863
-19% -$65.8K 0.12% 87
2018
Q4 		$305K Buy
+4,478
New +$351K 0.15% 71

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lindbrook Capital's XOM Position: Q1 2025 in Review

Lindbrook Capital increased its ExxonMobil (XOM) stake by 31% in Q1 2025, buying an estimated $577K and bringing the position to 22,236 shares worth $2.64M. The position accounts for 0.24% of the portfolio, ranked #64.

Lindbrook Capital first reported a position in XOM in Q4 2018 and has held it in 26 quarters since. 4,259 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • Lindbrook Capital held 22,236 shares of ExxonMobil worth $2.64M as of Q1 2025.
  • Lindbrook Capital bought 5,213 ExxonMobil shares in Q1 2025, an estimated $577K.
  • ExxonMobil made up 0.24% of Lindbrook Capital's portfolio in Q1 2025, its #64 holding.
  • Lindbrook Capital first reported a position in ExxonMobil in Q4 2018 and has held it in 26 quarters since.
  • 4,259 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.