Lodestar Private Asset Management’s ExxonMobil XOM Stock Holding History

Lodestar Private Asset Management’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	$1.43M	Sell	10,462 -194	-2%	-$29K	0.12%	89
2026 Q1	$1.81M	Sell	10,656 -643	-6%	-$93.8K	0.18%	78
2025 Q4	$1.36M	Sell	11,299 -362	-3%	-$42K	0.14%	88
2025 Q3	$1.31M	Sell	11,661 -502	-4%	-$55.8K	0.14%	89
2025 Q2	$1.31M	Buy	12,163 +2,528	+26%	+$270K	0.15%	85
2025 Q1	$1.15M	Sell	9,635 -87	-0.9%	-$9.62K	0.14%	92
2024 Q4	$1.05M	Sell	9,722 -197	-2%	-$23K	0.13%	92
2024 Q3	$1.16M	Buy	9,919 +108	+1%	+$12.5K	0.15%	90
2024 Q2	$1.13M	Buy	9,811 +1,017	+12%	+$118K	0.16%	92
2024 Q1	$1.02M	Hold	8,794	–	–	0.15%	96
2023 Q4	$879K	Sell	8,794 -420	-5%	-$44.1K	0.13%	96
2023 Q3	$1.08M	Sell	9,214 -187	-2%	-$20.5K	0.19%	85
2023 Q2	$1.01M	Buy	9,401 +354	+4%	+$38.6K	0.17%	87
2023 Q1	$992K	Buy	9,047 +232	+3%	+$25.7K	0.18%	89
2022 Q4	$972K	Buy	+8,815	New	+$944K	0.19%	86

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 $3.37T AUM 44.26% 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

Lodestar Private Asset Management's XOM Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its ExxonMobil (XOM) stake by 1.8% in Q2 2026, selling an estimated $29K and leaving 10,462 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #89.

Lodestar Private Asset Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.81M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lodestar Private Asset Management held 10,462 shares of ExxonMobil worth $1.43M as of Q2 2026.
Lodestar Private Asset Management sold 194 ExxonMobil shares in Q2 2026, an estimated $29K.
ExxonMobil made up 0.12% of Lodestar Private Asset Management's portfolio in Q2 2026, its #89 holding.
Lodestar Private Asset Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's ExxonMobil position peaked at $1.81M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.