LL
XOM icon

LPWM LLC’s ExxonMobil XOM Stock Holding History

LPWM LLC’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 		– Sell
-1,434
Closed -$243K – 101
2026
Q1 		$243K Buy
+1,434
New +$209K 0.06% 86
2025
Q3 		– Sell
-2,006
Closed -$216K – 86
2025
Q2 		$216K Hold
2,006
– – 0.06% 81
2025
Q1 		$239K Buy
+2,006
New +$222K 0.08% 74

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LPWM LLC's XOM Position: Q2 2026 in Review

LPWM LLC sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,434 shares — an estimated $243K sold.

LPWM LLC first reported a position in XOM in Q1 2025 and held it in 3 quarters. The position peaked at $243K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LPWM LLC reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • LPWM LLC sold 1,434 ExxonMobil shares in Q2 2026, an estimated $243K.
  • LPWM LLC first reported a position in ExxonMobil in Q1 2025 and held it in 3 quarters.
  • LPWM LLC's ExxonMobil position peaked at $243K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.