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LMG Wealth Partners’s ExxonMobil XOM Stock Holding History

LMG Wealth Partners’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 		$8.28M Sell
60,569
-682
-1% -$102K 1.32% 21
2026
Q1 		$10.4M Sell
61,251
-458
-0.7% -$66.8K 1.89% 13
2025
Q4 		$7.43M Sell
61,709
-8
-0% -$928 1.39% 21
2025
Q3 		$6.96M Buy
61,717
+583
+1% +$64.8K 1.29% 23
2025
Q2 		$6.59M Buy
61,134
+785
+1% +$83.9K 1.35% 23
2025
Q1 		$7.18M Sell
60,349
-5,355
-8% -$592K 1.6% 19
2024
Q4 		$7.07M Buy
65,704
+539
+0.8% +$63K 1.54% 21
2024
Q3 		$7.64M Buy
65,165
+1,599
+3% +$185K 1.75% 20
2024
Q2 		$7.32M Buy
63,566
+362
+0.6% +$42.2K 1.82% 15
2024
Q1 		$7.35M Buy
63,204
+2,557
+4% +$268K 1.85% 16
2023
Q4 		$6.06M Sell
60,647
-434
-0.7% -$45.6K 1.68% 19
2023
Q3 		$7.18M Buy
61,081
+922
+2% +$101K 2.19% 11
2023
Q2 		$6.45M Buy
60,159
+128
+0.2% +$14K 1.97% 17
2023
Q1 		$6.58M Sell
60,031
-2,795
-4% -$309K 2.13% 15
2022
Q4 		$7.09M Buy
+62,826
New +$6.73M 2.35% 10

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 $3.38T AUM 44.17% 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

LMG Wealth Partners's XOM Position: Q2 2026 in Review

LMG Wealth Partners reduced its ExxonMobil (XOM) stake by 1.1% in Q2 2026, selling an estimated $102K and leaving 60,569 shares worth $8.28M. The position accounts for 1.32% of the portfolio, ranked #21.

LMG Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LMG Wealth Partners held 60,569 shares of ExxonMobil worth $8.28M as of Q2 2026.
  • LMG Wealth Partners sold 682 ExxonMobil shares in Q2 2026, an estimated $102K.
  • ExxonMobil made up 1.32% of LMG Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • LMG Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's ExxonMobil position peaked at $10.4M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.