Lockerman Financial Group’s ExxonMobil XOM Stock Holding History

Lockerman Financial Group’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	–	Sell	-1,458	Closed	-$247K	–	97
2026 Q1	$247K	Buy	+1,458	New	+$213K	0.45%	75
2025 Q4	–	Sell	-1,835	Closed	-$207K	–	126
2025 Q3	$207K	Sell	1,835 -3,054	-62%	-$340K	0.26%	116
2025 Q2	$527K	Buy	4,889 +784	+19%	+$83.8K	0.71%	36
2025 Q1	$488K	Buy	4,105 +203	+5%	+$22.4K	0.74%	36
2024 Q4	$420K	Buy	3,902 +231	+6%	+$27K	0.71%	44
2024 Q3	$430K	Buy	3,671 +186	+5%	+$21.5K	0.73%	41
2024 Q2	$401K	Buy	3,485 +578	+20%	+$67.3K	0.73%	40
2024 Q1	$338K	Buy	2,907 +256	+10%	+$26.8K	0.65%	46
2023 Q4	$265K	Buy	2,651 +192	+8%	+$20.2K	0.61%	56
2023 Q3	$289K	Sell	2,459 -220	-8%	-$24.1K	0.78%	44
2023 Q2	$287K	Buy	2,679 +289	+12%	+$31.5K	0.8%	44
2023 Q1	$262K	Buy	2,390 +300	+14%	+$33.2K	0.72%	48
2022 Q4	$231K	Buy	+2,090	New	+$224K	0.67%	58

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lockerman Financial Group's XOM Position: Q2 2026 in Review

Lockerman Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,458 shares — an estimated $247K sold.

Lockerman Financial Group first reported a position in XOM in Q4 2022 and held it in 13 quarters. The position peaked at $527K in Q2 2025. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lockerman Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Lockerman Financial Group sold 1,458 ExxonMobil shares in Q2 2026, an estimated $247K.
Lockerman Financial Group first reported a position in ExxonMobil in Q4 2022 and held it in 13 quarters.
Lockerman Financial Group's ExxonMobil position peaked at $527K in Q2 2025.
2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.