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Lineweaver Wealth Advisors’s ExxonMobil XOM Stock Holding History

Lineweaver Wealth 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 		$5.14M Buy
37,595
+1,209
+3% +$181K 0.61% 38
2026
Q1 		$6.17M Sell
36,386
-1,604
-4% -$234K 0.83% 27
2025
Q4 		$4.57M Buy
37,990
+4,954
+15% +$575K 0.62% 35
2025
Q3 		$3.72M Buy
33,036
+1,436
+5% +$160K 0.55% 37
2025
Q2 		$3.41M Sell
31,600
-65
-0.2% -$6.95K 0.54% 38
2025
Q1 		$3.77M Buy
31,665
+2,724
+9% +$301K 0.64% 34
2024
Q4 		$3.11M Buy
28,941
+1,462
+5% +$171K 0.58% 38
2024
Q3 		$3.22M Buy
27,479
+1,323
+5% +$153K 0.61% 36
2024
Q2 		$3.01M Buy
26,156
+1,135
+5% +$132K 0.62% 35
2024
Q1 		$2.91M Buy
25,021
+2,274
+10% +$238K 0.69% 33
2023
Q4 		$2.28M Buy
22,747
+8,141
+56% +$856K 0.59% 36
2023
Q3 		$1.72M Buy
14,606
+6,761
+86% +$742K 0.5% 42
2023
Q2 		$842K Buy
7,845
+327
+4% +$35.7K 0.24% 70
2023
Q1 		$824K Buy
7,518
+63
+0.8% +$6.97K 0.25% 70
2022
Q4 		$822K Buy
7,455
+487
+7% +$52.2K 0.25% 74
2022
Q3 		$608K Buy
6,968
+959
+16% +$87.6K 0.2% 82
2022
Q2 		$514K Buy
6,009
+255
+4% +$23K 0.17% 83
2022
Q1 		$475K Sell
5,754
-335
-6% -$26K 0.14% 93
2021
Q4 		$372K Buy
6,089
+71
+1% +$4.44K 0.11% 101
2021
Q3 		$353K Buy
6,018
+1,080
+22% +$61.5K 0.11% 94
2021
Q2 		$311K Buy
4,938
+466
+10% +$27.8K 0.1% 98
2021
Q1 		$249K Buy
+4,472
New +$234K 0.09% 100

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lineweaver Wealth Advisors's XOM Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its ExxonMobil (XOM) stake by 3.3% in Q2 2026, buying an estimated $181K and bringing the position to 37,595 shares worth $5.14M. The position accounts for 0.61% of the portfolio, ranked #38.

Lineweaver Wealth Advisors first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.17M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lineweaver Wealth Advisors held 37,595 shares of ExxonMobil worth $5.14M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,209 ExxonMobil shares in Q2 2026, an estimated $181K.
  • ExxonMobil made up 0.61% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Lineweaver Wealth Advisors first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • Lineweaver Wealth Advisors's ExxonMobil position peaked at $6.17M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.