LPL Financial’s ExxonMobil XOM Stock Holding History

LPL Financial’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	-17,000	Closed	-$2.05M	–	6178
2025 Q4	$2.05M	Buy	+17,000	New	+$1.97M	﹤0.01%	3398

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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. 4,268 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.
4,268 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.