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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LMG Wealth Partners's XOM Position: Q1 2026 in Review

LMG Wealth Partners reduced its ExxonMobil (XOM) stake by 0.74% in Q1 2026, selling an estimated $66.8K and leaving 61,251 shares worth $10.4M. The position accounts for 1.89% of the portfolio, ranked #13.

LMG Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

LMG Wealth Partners held 61,251 shares of ExxonMobil worth $10.4M as of Q1 2026.
LMG Wealth Partners sold 458 ExxonMobil shares in Q1 2026, an estimated $66.8K.
ExxonMobil made up 1.89% of LMG Wealth Partners's portfolio in Q1 2026, its #13 holding.
LMG Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.