LPL Financial’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$968M Sell
7,082,157
-42,948
-0.6% -$6.43M 0.22% 98
2026
Q1
$1.21B Sell
7,125,105
-198,591
-3% -$29M 0.32% 57
2025
Q4
$881M Buy
7,323,696
+417,239
+6% +$48.4M 0.24% 90
2025
Q3
$779M Buy
6,906,457
+611,189
+10% +$67.9M 0.23% 96
2025
Q2
$679M Buy
6,295,268
+452,985
+8% +$48.4M 0.23% 98
2025
Q1
$695M Buy
5,842,283
+311,697
+6% +$34.5M 0.27% 79
2024
Q4
$595M Buy
5,530,586
+551,501
+11% +$64.5M 0.24% 92
2024
Q3
$584M Buy
4,979,085
+423,946
+9% +$49M 0.26% 88
2024
Q2
$524M Buy
4,555,139
+611,801
+16% +$71.3M 0.26% 81
2024
Q1
$458M Buy
3,943,338
+50,155
+1% +$5.25M 0.25% 89
2023
Q4
$389M Buy
3,893,183
+237,149
+6% +$24.9M 0.24% 95
2023
Q3
$430M Buy
3,656,034
+167,328
+5% +$18.4M 0.3% 73
2023
Q2
$374M Buy
3,488,706
+167,939
+5% +$18.3M 0.27% 85
2023
Q1
$364M Buy
3,320,767
+211,994
+7% +$23.4M 0.28% 79
2022
Q4
$343M Sell
3,108,773
-38,151
-1% -$4.09M 0.29% 75
2022
Q3
$275M Sell
3,146,924
-86,333
-3% -$7.88M 0.27% 83
2022
Q2
$277M Buy
3,233,257
+53,808
+2% +$4.85M 0.26% 82
2022
Q1
$263M Buy
3,179,449
+213,885
+7% +$16.6M 0.23% 88
2021
Q4
$181M Buy
2,965,564
+186,163
+7% +$11.6M 0.15% 128
2021
Q3
$163M Buy
2,779,401
+132,107
+5% +$7.53M 0.15% 124
2021
Q2
$167M Buy
2,647,294
+139,068
+6% +$8.3M 0.17% 113
2021
Q1
$140M Buy
2,508,226
+307,297
+14% +$16.1M 0.16% 122
2020
Q4
$90.7M Buy
2,200,929
+19,283
+0.9% +$723K 0.12% 168
2020
Q3
$74.9M Sell
2,181,646
-2,052
-0.1% -$83.9K 0.12% 169
2020
Q2
$97.7M Buy
2,183,698
+261,641
+14% +$11.7M 0.17% 121
2020
Q1
$73M Buy
1,922,057
+195,654
+11% +$10.8M 0.16% 130
2019
Q4
$120M Buy
1,726,403
+223,805
+15% +$15.5M 0.22% 87
2019
Q3
$106M Buy
1,502,598
+50,662
+3% +$3.66M 0.22% 95
2019
Q2
$111M Buy
1,451,936
+39,019
+3% +$3.02M 0.24% 86
2019
Q1
$114M Buy
1,412,917
+128,378
+10% +$9.79M 0.26% 74
2018
Q4
$87.6M Buy
1,284,539
+47,740
+4% +$3.75M 0.23% 87
2018
Q3
$105M Sell
1,236,799
-17,829
-1% -$1.46M 0.25% 77
2018
Q2
$104M Buy
1,254,628
+38,022
+3% +$3.03M 0.27% 71
2018
Q1
$90.8M Buy
1,216,606
+269,514
+28% +$21.5M 0.25% 81
2017
Q4
$79.2M Buy
947,092
+107,834
+13% +$8.92M 0.24% 86
2017
Q3
$68.8M Sell
839,258
-14,642
-2% -$1.16M 0.24% 78
2017
Q2
$68.9M Buy
853,900
+823,867
+2,743% +$67.4M 0.26% 80
2017
Q1
$2.46M Sell
30,033
-8,580
-22% -$717K 0.02% 723
2016
Q4
$3.5M Sell
38,613
-9,063
-19% -$792K 0.03% 549
2016
Q3
$4.13M Sell
47,676
-471
-1% -$41.8K 0.04% 449
2016
Q2
$4.53M Sell
48,147
-1,664,120
-97% -$147M 0.04% 410
2016
Q1
$141M Sell
1,712,267
-45,215
-3% -$3.62M 0.39% 51
2015
Q4
$137M Buy
1,757,482
+898,684
+105% +$71.8M 0.38% 50
2015
Q3
$65.9M Buy
858,798
+42,621
+5% +$3.28M 0.36% 55
2015
Q2
$67.4M Buy
816,177
+369
+0% +$31.7K 0.34% 68
2015
Q1
$68.9M Sell
815,808
-14,490
-2% -$1.28M 0.35% 57
2014
Q4
$76.8M Buy
830,298
+40,317
+5% +$3.76M 0.42% 46
2014
Q3
$73.4M Buy
789,981
+8,942
+1% +$891K 0.44% 44
2014
Q2
$78.6M Sell
781,039
-52,466
-6% -$5.29M 0.46% 44
2014
Q1
$81.4M Sell
833,505
-20,418
-2% -$1.95M 0.5% 35
2013
Q4
$86.4M Buy
853,923
+47,282
+6% +$4.37M 0.54% 32
2013
Q3
$70.7M Buy
806,641
+22,820
+3% +$2.06M 0.47% 40
2013
Q2
$70.8M Buy
+783,821
New +$70.5M 0.51% 41

Other funds holding XOM

LPL Financial's XOM Position: Q2 2026 in Review

LPL Financial reduced its ExxonMobil (XOM) stake by 0.6% in Q2 2026, selling an estimated $6.43M and leaving 7,082,157 shares worth $968M. The position accounts for 0.22% of the portfolio, ranked #98.

LPL Financial first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.21B in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LPL Financial held 7,082,157 shares of ExxonMobil worth $968M as of Q2 2026.
  • LPL Financial sold 42,948 ExxonMobil shares in Q2 2026, an estimated $6.43M.
  • ExxonMobil made up 0.22% of LPL Financial's portfolio in Q2 2026, its #98 holding.
  • LPL Financial first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's ExxonMobil position peaked at $1.21B in Q1 2026.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.