Lountzis Asset Management’s ExxonMobil XOM Stock Holding History

Lountzis 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	$646K	Sell	4,724 -843	-15%	-$126K	0.2%	30
2026 Q1	$944K	Hold	5,567	–	–	0.35%	23
2025 Q4	$670K	Hold	5,567	–	–	0.24%	30
2025 Q3	$628K	Sell	5,567 -1,350	-20%	-$150K	0.2%	35
2025 Q2	$746K	Hold	6,917	–	–	0.26%	28
2025 Q1	$751K	Sell	6,917 -93	-1%	-$10.3K	0.28%	28
2024 Q4	$754K	Hold	7,010	–	–	0.32%	24
2024 Q3	$822K	Hold	7,010	–	–	0.34%	25
2024 Q2	$807K	Buy	7,010 +27	+0.4%	+$3.15K	0.38%	21
2024 Q1	$812K	Buy	6,983 +450	+7%	+$47.1K	0.38%	21
2023 Q4	$653K	Sell	6,533 -900	-12%	-$94.6K	0.36%	23
2023 Q3	$874K	Hold	7,433	–	–	0.49%	18
2023 Q2	$832K	Sell	7,433 -200	-3%	-$21.8K	0.46%	20
2023 Q1	$837K	Hold	7,633	–	–	0.5%	20
2022 Q4	$852K	Hold	7,633	–	–	0.51%	21
2022 Q3	$666K	Buy	7,633 +8	+0.1%	+$730	0.45%	22
2022 Q2	$653K	Sell	7,625 -75	-1%	-$6.76K	0.44%	21
2022 Q1	$636K	Hold	7,700	–	–	0.35%	22
2021 Q4	$471K	Hold	7,700	–	–	0.27%	22
2021 Q3	$453K	Hold	7,700	–	–	0.28%	22
2021 Q2	$485K	Hold	7,700	–	–	0.3%	21
2021 Q1	$430K	Hold	7,700	–	–	0.29%	22
2020 Q4	$317K	Hold	7,700	–	–	0.23%	25
2020 Q3	$264K	Hold	7,700	–	–	0.23%	24
2020 Q2	$344K	Buy	+7,700	New	+$345K	0.33%	21

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lountzis Asset Management's XOM Position: Q2 2026 in Review

Lountzis Asset Management reduced its ExxonMobil (XOM) stake by 15% in Q2 2026, selling an estimated $126K and leaving 4,724 shares worth $646K. The position accounts for 0.2% of the portfolio, ranked #30.

Lountzis Asset Management first reported a position in XOM in Q2 2020 and has held it in 25 quarters since. The position peaked at $944K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lountzis Asset Management held 4,724 shares of ExxonMobil worth $646K as of Q2 2026.
Lountzis Asset Management sold 843 ExxonMobil shares in Q2 2026, an estimated $126K.
ExxonMobil made up 0.2% of Lountzis Asset Management's portfolio in Q2 2026, its #30 holding.
Lountzis Asset Management first reported a position in ExxonMobil in Q2 2020 and has held it in 25 quarters since.
Lountzis Asset Management's ExxonMobil position peaked at $944K in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.