LA
XOM icon

LM Advisors’s ExxonMobil XOM Stock Holding History

LM Advisors’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 		$8.24K Buy
1,402
+412
+42% +$60.1K 0.13% 107
2025
Q4 		$8.22K Sell
990
-7,194
-88% -$834K 0.15% 98
2025
Q3 		$923K Hold
8,184
– – 0.13% 99
2025
Q2 		$882K Sell
8,184
-75
-0.9% -$8.02K 0.11% 92
2025
Q1 		$982K Buy
8,259
+75
+0.9% +$8.29K 0.18% 88
2024
Q4 		$880K Buy
8,184
+819
+11% +$95.8K 0.16% 92
2024
Q3 		$772K Sell
7,365
-1,600
-18% -$185K 0.16% 92
2024
Q2 		$942K Sell
8,965
-14
-0.2% -$1.63K ﹤0.01% 96
2024
Q1 		$953K Sell
8,979
-1,881
-17% -$197K 0.15% 100
2023
Q4 		$1.09M Buy
+10,860
New +$1.14M 0.22% 76

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

LM Advisors's XOM Position: Q1 2026 in Review

LM Advisors increased its ExxonMobil (XOM) stake by 42% in Q1 2026, buying an estimated $60.1K and bringing the position to 1,402 shares worth $8.24K. The position accounts for 0.13% of the portfolio, ranked #107.

LM Advisors first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q4 2023. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • LM Advisors held 1,402 shares of ExxonMobil worth $8.24K as of Q1 2026.
  • LM Advisors bought 412 ExxonMobil shares in Q1 2026, an estimated $60.1K.
  • ExxonMobil made up 0.13% of LM Advisors's portfolio in Q1 2026, its #107 holding.
  • LM Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's ExxonMobil position peaked at $1.09M in Q4 2023.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.