LOPW
XOM icon

Live Oak Private Wealth’s ExxonMobil XOM Stock Holding History

Live Oak Private Wealth’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 		$6.7M Sell
39,500
-850
-2% -$124K 0.93% 45
2025
Q4 		$4.86M Sell
40,350
-170
-0.4% -$19.7K 0.66% 47
2025
Q3 		$4.57M Sell
40,520
-211
-0.5% -$23.5K 0.64% 53
2025
Q2 		$4.39M Buy
40,731
+385
+1% +$41.2K 0.65% 53
2025
Q1 		$4.8M Sell
40,346
-99
-0.2% -$10.9K 0.78% 48
2024
Q4 		$4.35M Sell
40,445
-77
-0.2% -$9.01K 0.73% 52
2024
Q3 		$4.75M Buy
40,522
+125
+0.3% +$14.4K 0.77% 50
2024
Q2 		$4.65M Buy
40,397
+1,266
+3% +$147K 0.8% 50
2024
Q1 		$4.55M Sell
39,131
-42
-0.1% -$4.39K 0.79% 48
2023
Q4 		$3.92M Buy
39,173
+389
+1% +$40.9K 0.74% 51
2023
Q3 		$4.56M Sell
38,784
-80
-0.2% -$8.78K 0.97% 44
2023
Q2 		$4.17M Buy
38,864
+314
+0.8% +$34.3K 0.83% 49
2023
Q1 		$4.23M Sell
38,550
-1,023
-3% -$113K 0.87% 48
2022
Q4 		$4.36M Buy
39,573
+87
+0.2% +$9.32K 0.9% 45
2022
Q3 		$3.45M Sell
39,486
-52
-0.1% -$4.75K 0.77% 51
2022
Q2 		$3.39M Buy
39,538
+30,803
+353% +$2.78M 0.71% 56
2022
Q1 		$721K Sell
8,735
-1,337
-13% -$104K 0.14% 100
2021
Q4 		$616K Buy
10,072
+514
+5% +$32.1K 0.12% 114
2021
Q3 		$562K Buy
9,558
+328
+4% +$18.7K 0.11% 119
2021
Q2 		$582K Buy
9,230
+7
+0.1% +$418 0.13% 108
2021
Q1 		$515K Sell
9,223
-4,403
-32% -$231K 0.13% 108
2020
Q4 		$562K Sell
13,626
-3,055
-18% -$115K 0.16% 90
2020
Q3 		$573K Sell
16,681
-1,464
-8% -$59.8K 0.2% 82
2020
Q2 		$811K Buy
18,145
+8,260
+84% +$370K 0.29% 66
2020
Q1 		$375K Buy
9,885
+3,968
+67% +$219K 0.38% 46
2019
Q4 		$413K Buy
+5,917
New +$409K 0.4% 48

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Live Oak Private Wealth's XOM Position: Q1 2026 in Review

Live Oak Private Wealth reduced its ExxonMobil (XOM) stake by 2.1% in Q1 2026, selling an estimated $124K and leaving 39,500 shares worth $6.7M. The position accounts for 0.93% of the portfolio, ranked #45.

Live Oak Private Wealth first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Live Oak Private Wealth held 39,500 shares of ExxonMobil worth $6.7M as of Q1 2026.
  • Live Oak Private Wealth sold 850 ExxonMobil shares in Q1 2026, an estimated $124K.
  • ExxonMobil made up 0.93% of Live Oak Private Wealth's portfolio in Q1 2026, its #45 holding.
  • Live Oak Private Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.