Lord & Richards Wealth Management’s ExxonMobil XOM Stock Holding History

Lord & Richards 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 Q1	–	Sell	-4,980	Closed	-$599K	–	53
2025 Q4	$599K	Buy	4,980 +644	+15%	+$74.7K	0.51%	41
2025 Q3	$489K	Buy	4,336 +240	+6%	+$26.7K	0.45%	44
2025 Q2	$442K	Buy	4,096 +1,209	+42%	+$129K	0.46%	42
2025 Q1	$343K	Buy	+2,887	New	+$319K	0.39%	53

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

Lord & Richards Wealth Management's XOM Position: Q1 2026 in Review

Lord & Richards Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 4,980 shares — an estimated $599K sold.

Lord & Richards Wealth Management first reported a position in XOM in Q1 2025 and held it in 4 quarters. The position peaked at $599K in Q4 2025. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Lord & Richards Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Lord & Richards Wealth Management sold 4,980 ExxonMobil shares in Q1 2026, an estimated $599K.
Lord & Richards Wealth Management first reported a position in ExxonMobil in Q1 2025 and held it in 4 quarters.
Lord & Richards Wealth Management's ExxonMobil position peaked at $599K in Q4 2025.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.