LWM
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Lodestone Wealth Management’s ExxonMobil XOM Stock Holding History

Lodestone Wealth 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 		$1.13M Sell
8,281
-98
-1% -$14.7K 0.4% 69
2026
Q1 		$1.42M Buy
8,379
+33
+0.4% +$4.82K 0.56% 56
2025
Q4 		$1M Buy
8,346
+89
+1% +$10.3K 0.41% 67
2025
Q3 		$931K Sell
8,257
-46
-0.6% -$5.11K 0.42% 68
2025
Q2 		$895K Sell
8,303
-64
-0.8% -$6.84K 0.44% 67
2025
Q1 		$995K Buy
8,367
+106
+1% +$11.7K 0.53% 58
2024
Q4 		$889K Buy
8,261
+117
+1% +$13.7K 0.45% 63
2024
Q3 		$955K Sell
8,144
-108
-1% -$12.5K 0.48% 61
2024
Q2 		$950K Buy
8,252
+181
+2% +$21.1K 0.5% 63
2024
Q1 		$938K Sell
8,071
-68
-0.8% -$7.12K 0.49% 62
2023
Q4 		$814K Buy
8,139
+230
+3% +$24.2K 0.47% 62
2023
Q3 		$930K Buy
7,909
+50
+0.6% +$5.48K 0.65% 52
2023
Q2 		$843K Buy
7,859
+309
+4% +$33.7K 0.58% 55
2023
Q1 		$828K Buy
7,550
+54
+0.7% +$5.97K 0.64% 51
2022
Q4 		$827K Buy
+7,496
New +$803K 0.67% 51

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lodestone Wealth Management's XOM Position: Q2 2026 in Review

Lodestone Wealth Management reduced its ExxonMobil (XOM) stake by 1.2% in Q2 2026, selling an estimated $14.7K and leaving 8,281 shares worth $1.13M. The position accounts for 0.4% of the portfolio, ranked #69.

Lodestone Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lodestone Wealth Management held 8,281 shares of ExxonMobil worth $1.13M as of Q2 2026.
  • Lodestone Wealth Management sold 98 ExxonMobil shares in Q2 2026, an estimated $14.7K.
  • ExxonMobil made up 0.4% of Lodestone Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Lodestone Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's ExxonMobil position peaked at $1.42M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.