LJI Wealth Management’s ExxonMobil XOM Stock Holding History

LJI Wealth Management’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	$1.92M	Buy	14,026 +930	+7%	+$139K	0.27%	40
2026 Q1	$2.22M	Sell	13,096 -130	-1%	-$19K	0.35%	30
2025 Q4	$1.59M	Buy	13,226 +9	+0.1%	+$1.04K	0.24%	49
2025 Q3	$1.49M	Buy	13,217 +9	+0.1%	+$1K	0.26%	38
2025 Q2	$1.42M	Sell	13,208 -346	-3%	-$37K	0.25%	45
2025 Q1	$1.61M	Sell	13,554 -927	-6%	-$103K	0.32%	40
2024 Q4	$1.56M	Sell	14,481 -688	-5%	-$80.5K	0.31%	39
2024 Q3	$1.78M	Buy	15,169 +49	+0.3%	+$5.66K	0.36%	34
2024 Q2	$1.74M	Sell	15,120 -92	-0.6%	-$10.7K	0.38%	34
2024 Q1	$1.77M	Buy	15,212 +40	+0.3%	+$4.18K	0.46%	28
2023 Q4	$1.52M	Buy	15,172 +171	+1%	+$18K	0.39%	34
2023 Q3	$1.76M	Sell	15,001 -43	-0.3%	-$4.72K	0.51%	29
2023 Q2	$1.61M	Sell	15,044 -188	-1%	-$20.5K	0.47%	30
2023 Q1	$1.67M	Buy	15,232 +55	+0.4%	+$6.08K	0.53%	30
2022 Q4	$1.67M	Buy	+15,177	New	+$1.63M	0.59%	29

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LJI Wealth Management's XOM Position: Q2 2026 in Review

LJI Wealth Management increased its ExxonMobil (XOM) stake by 7.1% in Q2 2026, buying an estimated $139K and bringing the position to 14,026 shares worth $1.92M. The position accounts for 0.27% of the portfolio, ranked #40.

LJI Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.22M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

LJI Wealth Management held 14,026 shares of ExxonMobil worth $1.92M as of Q2 2026.
LJI Wealth Management bought 930 ExxonMobil shares in Q2 2026, an estimated $139K.
ExxonMobil made up 0.27% of LJI Wealth Management's portfolio in Q2 2026, its #40 holding.
LJI Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's ExxonMobil position peaked at $2.22M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.