LPL Financial
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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
Q2 		$465K Sell
3,400
-6,400
-65% -$958K ﹤0.01% 5087
2026
Q1 		$1.66M Buy
9,800
+7,300
+292% +$1.07M ﹤0.01% 3686
2025
Q4 		$301K Buy
2,500
+300
+14% +$34.8K ﹤0.01% 5142
2025
Q3 		$248K Sell
2,200
-1,200
-35% -$133K ﹤0.01% 5194
2025
Q2 		$367K Sell
3,400
-1,500
-31% -$160K ﹤0.01% 4625
2025
Q1 		$583K Sell
4,900
-1,200
-20% -$133K ﹤0.01% 4027
2024
Q4 		$656K Buy
6,100
+2,900
+91% +$339K ﹤0.01% 3856
2024
Q3 		$375K Sell
3,200
-6,200
-66% -$716K ﹤0.01% 4251
2024
Q2 		$1.08M Buy
9,400
+9,253
+6,295% +$1.08M ﹤0.01% 3175
2024
Q1 		$1.71M Sell
147
-27,953
-99% -$2.92M ﹤0.01% 2672
2023
Q4 		$2.81M Buy
28,100
+18,400
+190% +$1.93M ﹤0.01% 2126
2023
Q3 		$1.14M Sell
9,700
-11,800
-55% -$1.29M ﹤0.01% 2786
2023
Q2 		$2.31M Buy
+21,500
New +$2.35M ﹤0.01% 2118

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
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.