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 $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

LPL Financial's XOM Position: Q1 2026 in Review

LPL Financial reduced its ExxonMobil (XOM) stake by 2.7% in Q1 2026, selling an estimated $29M and leaving 7,125,105 shares worth $1.21B. The position accounts for 0.32% of the portfolio, ranked #57.

LPL Financial first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

LPL Financial held 7,125,105 shares of ExxonMobil worth $1.21B as of Q1 2026.
LPL Financial sold 198,591 ExxonMobil shares in Q1 2026, an estimated $29M.
ExxonMobil made up 0.32% of LPL Financial's portfolio in Q1 2026, its #57 holding.
LPL Financial first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.