LIG
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Lokken Investment Group’s ExxonMobil XOM Stock Holding History

Lokken Investment 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
2025
Q3 		$2.85M Buy
25,263
+894
+4% +$99.4K 0.98% 25
2025
Q2 		$2.63M Buy
24,369
+1,180
+5% +$126K 1.01% 25
2025
Q1 		$2.76M Buy
23,189
+9,375
+68% +$1.04M 1.16% 21
2024
Q4 		$1.49M Buy
13,814
+231
+2% +$27K 0.64% 40
2024
Q3 		$1.59M Buy
13,583
+86
+0.6% +$9.93K 0.66% 39
2024
Q2 		$1.55M Sell
13,497
-991
-7% -$115K 0.73% 35
2024
Q1 		$1.68M Sell
14,488
-34
-0.2% -$3.56K 0.84% 31
2023
Q4 		$1.45M Sell
14,522
-24
-0.2% -$2.52K 0.82% 29
2023
Q3 		$1.71M Buy
14,546
+75
+0.5% +$8.23K 1.12% 23
2023
Q2 		$1.55M Buy
14,471
+159
+1% +$17.3K 1.01% 26
2023
Q1 		$1.57M Sell
14,312
-1,321
-8% -$146K 1.19% 20
2022
Q4 		$1.72M Buy
15,633
+1,647
+12% +$176K 1.36% 21
2022
Q3 		$1.22M Sell
13,986
-209
-1% -$19.1K 1.05% 27
2022
Q2 		$1.22M Buy
14,195
+3
+0% +$271 0.99% 27
2022
Q1 		$1.21M Sell
14,192
-842
-6% -$65.5K 0.96% 26
2021
Q4 		$920K Buy
15,034
+238
+2% +$14.9K 0.66% 33
2021
Q3 		$870K Buy
14,796
+731
+5% +$41.7K 0.69% 34
2021
Q2 		$887K Hold
14,065
– – 0.72% 35
2021
Q1 		$785K Hold
14,065
– – 0.69% 34
2020
Q4 		$580K Buy
+14,065
New +$527K 0.53% 42

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lokken Investment Group's XOM Position: Q3 2025 in Review

Lokken Investment Group increased its ExxonMobil (XOM) stake by 3.7% in Q3 2025, buying an estimated $99.4K and bringing the position to 25,263 shares worth $2.85M. The position accounts for 0.98% of the portfolio, ranked #25.

Lokken Investment Group first reported a position in XOM in Q4 2020 and has held it in 20 quarters since. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Lokken Investment Group held 25,263 shares of ExxonMobil worth $2.85M as of Q3 2025.
  • Lokken Investment Group bought 894 ExxonMobil shares in Q3 2025, an estimated $99.4K.
  • ExxonMobil made up 0.98% of Lokken Investment Group's portfolio in Q3 2025, its #25 holding.
  • Lokken Investment Group first reported a position in ExxonMobil in Q4 2020 and has held it in 20 quarters since.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.