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 Q2	$965K	Buy	7,066 +5,664	+404%	+$848K	0.11%	112
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	0.17%	88
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LM Advisors's XOM Position: Q2 2026 in Review

LM Advisors increased its ExxonMobil (XOM) stake by 404% in Q2 2026, buying an estimated $848K and bringing the position to 7,066 shares worth $965K. The position accounts for 0.11% of the portfolio, ranked #112.

LM Advisors first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2023. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

LM Advisors held 7,066 shares of ExxonMobil worth $965K as of Q2 2026.
LM Advisors bought 5,664 ExxonMobil shares in Q2 2026, an estimated $848K.
ExxonMobil made up 0.11% of LM Advisors's portfolio in Q2 2026, its #112 holding.
LM Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
LM Advisors's ExxonMobil position peaked at $1.09M in Q4 2023.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.