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 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 $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

Lodestar Private Asset Management's XOM Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its ExxonMobil (XOM) stake by 5.7% in Q1 2026, selling an estimated $93.8K and leaving 10,656 shares worth $1.81M. The position accounts for 0.18% of the portfolio, ranked #78.

Lodestar Private Asset Management first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Lodestar Private Asset Management held 10,656 shares of ExxonMobil worth $1.81M as of Q1 2026.
Lodestar Private Asset Management sold 643 ExxonMobil shares in Q1 2026, an estimated $93.8K.
ExxonMobil made up 0.18% of Lodestar Private Asset Management's portfolio in Q1 2026, its #78 holding.
Lodestar Private Asset Management first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.