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Lloyd Harbor Capital Management’s ExxonMobil XOM Stock Holding History

Lloyd Harbor Capital 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 		$8.48M Sell
62,000
-155,000
-71% -$23.2M 8.72% 3
2026
Q1 		$36.8M Buy
+217,000
New +$31.7M 15.05% 1
2024
Q1 		– Sell
-80,000
Closed -$8M – 23
2023
Q4 		$8M Buy
+80,000
New +$8.41M 4.79% 8

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 Harbor Capital Management's XOM Position: Q2 2026 in Review

Lloyd Harbor Capital Management reduced its ExxonMobil (XOM) stake by 71% in Q2 2026, selling an estimated $23.2M and leaving 62,000 shares worth $8.48M. The position accounts for 8.72% of the portfolio, ranked #3.

Lloyd Harbor Capital Management first reported a position in XOM in Q4 2023 and has held it in 3 quarters since. The position peaked at $36.8M in Q1 2026. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lloyd Harbor Capital Management held 62,000 shares of ExxonMobil worth $8.48M as of Q2 2026.
  • Lloyd Harbor Capital Management sold 155,000 ExxonMobil shares in Q2 2026, an estimated $23.2M.
  • ExxonMobil made up 8.72% of Lloyd Harbor Capital Management's portfolio in Q2 2026, its #3 holding.
  • Lloyd Harbor Capital Management first reported a position in ExxonMobil in Q4 2023 and has held it in 3 quarters since.
  • Lloyd Harbor Capital Management's ExxonMobil position peaked at $36.8M in Q1 2026.
  • 4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lloyd Harbor Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.