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LRI Investments’s ExxonMobil XOM Stock Holding History

LRI Investments’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 		$4.46M Sell
32,626
-1,447
-4% -$217K 0.36% 39
2026
Q1 		$5.78M Sell
34,073
-1,097
-3% -$160K 0.51% 28
2025
Q4 		$4.23M Sell
35,170
-5,844
-14% -$678K 0.34% 36
2025
Q3 		$4.62M Sell
41,014
-419
-1% -$46.6K 0.38% 30
2025
Q2 		$4.47M Buy
41,433
+1,311
+3% +$140K 0.38% 28
2025
Q1 		$4.77M Buy
40,122
+2,377
+6% +$263K 0.46% 24
2024
Q4 		$4.06M Sell
37,745
-2,025
-5% -$237K 0.39% 21
2024
Q3 		$4.79M Buy
39,770
+729
+2% +$84.2K 0.47% 19
2024
Q2 		$4.49M Buy
39,041
+3,713
+11% +$432K 0.51% 18
2024
Q1 		$4.11M Buy
+35,328
New +$3.7M 1.04% 16

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

LRI Investments's XOM Position: Q2 2026 in Review

LRI Investments reduced its ExxonMobil (XOM) stake by 4.2% in Q2 2026, selling an estimated $217K and leaving 32,626 shares worth $4.46M. The position accounts for 0.36% of the portfolio, ranked #39.

LRI Investments first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.78M in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LRI Investments held 32,626 shares of ExxonMobil worth $4.46M as of Q2 2026.
  • LRI Investments sold 1,447 ExxonMobil shares in Q2 2026, an estimated $217K.
  • ExxonMobil made up 0.36% of LRI Investments's portfolio in Q2 2026, its #39 holding.
  • LRI Investments first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's ExxonMobil position peaked at $5.78M in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.