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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
Q2 		$5.2M Sell
38,047
-1,453
-4% -$217K 0.65% 52
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Live Oak Private Wealth's XOM Position: Q2 2026 in Review

Live Oak Private Wealth reduced its ExxonMobil (XOM) stake by 3.7% in Q2 2026, selling an estimated $217K and leaving 38,047 shares worth $5.2M. The position accounts for 0.65% of the portfolio, ranked #52.

Live Oak Private Wealth first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.7M in Q1 2026. 4,262 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Live Oak Private Wealth held 38,047 shares of ExxonMobil worth $5.2M as of Q2 2026.
  • Live Oak Private Wealth sold 1,453 ExxonMobil shares in Q2 2026, an estimated $217K.
  • ExxonMobil made up 0.65% of Live Oak Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Live Oak Private Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's ExxonMobil position peaked at $6.7M in Q1 2026.
  • 4,262 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.