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Lloyd Advisory Services’s ExxonMobil XOM Stock Holding History

Lloyd Advisory Services’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 		– Sell
-9,152
Closed -$1.55M – 1028
2026
Q1 		$1.55M Buy
9,152
+7,397
+421% +$1.08M 0.44% 23
2025
Q4 		$211K Sell
1,755
-960
-35% -$111K 0.08% 116
2025
Q3 		$306K Buy
2,715
+47
+2% +$5.22K 0.14% 71
2025
Q2 		$288K Sell
2,668
-171
-6% -$18.3K 0.14% 72
2025
Q1 		$338K Buy
2,839
+748
+36% +$82.7K 0.17% 65
2024
Q4 		$225K Buy
+2,091
New +$245K 0.11% 87
2024
Q2 		– Sell
-24,115
Closed -$2.8M – 196
2024
Q1 		$2.8M Buy
24,115
+19,363
+407% +$2.03M 0.6% 18
2023
Q4 		$475K Sell
4,752
-10,634
-69% -$1.12M 0.23% 55
2023
Q3 		$1.81M Buy
+15,386
New +$1.69M 0.6% 34
2022
Q4 		$615K Buy
+5,576
New +$597K 0.43% 34
2022
Q3 		– Sell
-2,566
Closed -$220K – 79
2022
Q2 		$220K Sell
2,566
-2,166
-46% -$195K 0.17% 61
2022
Q1 		$391K Sell
4,732
-102
-2% -$7.93K 0.18% 52
2021
Q4 		$296K Buy
4,834
+127
+3% +$7.94K 0.14% 62
2021
Q3 		$277K Buy
4,707
+148
+3% +$8.43K 0.14% 55
2021
Q2 		$287K Buy
4,559
+75
+2% +$4.48K 0.15% 57
2021
Q1 		$250K Buy
4,484
+241
+6% +$12.6K 0.14% 52
2020
Q4 		$175K Sell
4,243
-329
-7% -$12.3K 0.1% 61
2020
Q3 		$157K Sell
4,572
-221
-5% -$9.03K 0.1% 60
2020
Q2 		$214K Sell
4,793
-398
-8% -$17.9K 0.13% 54
2020
Q1 		$197K Sell
5,191
-1,026
-17% -$56.7K 0.15% 49
2019
Q4 		$434K Buy
+6,217
New +$430K 0.39% 31

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

Lloyd Advisory Services's XOM Position: Q2 2026 in Review

Lloyd Advisory Services sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 9,152 shares — an estimated $1.55M sold.

Lloyd Advisory Services first reported a position in XOM in Q4 2019 and held it in 21 quarters. The position peaked at $2.8M in Q1 2024. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lloyd Advisory Services reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 9,152 ExxonMobil shares in Q2 2026, an estimated $1.55M.
  • Lloyd Advisory Services first reported a position in ExxonMobil in Q4 2019 and held it in 21 quarters.
  • Lloyd Advisory Services's ExxonMobil position peaked at $2.8M in Q1 2024.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.