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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
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.