Lugano Financial Advisors SA (LFA)’s ExxonMobil XOM Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$151K	Buy	1,101 +50	+5%	+$7.48K	0.09%	99
2026 Q1	$178K	Hold	1,051	–	–	0.09%	86
2025 Q4	$126K	Buy	1,051 +180	+21%	+$20.9K	0.07%	108
2025 Q3	$98.2K	Buy	871 +106	+14%	+$11.8K	0.05%	114
2025 Q2	$82.5K	Buy	765 +287	+60%	+$30.7K	0.05%	123
2025 Q1	$56.8K	Sell	478 -621	-57%	-$68.7K	0.04%	125
2024 Q4	$118K	Buy	1,099 +124	+13%	+$14.5K	0.08%	104
2024 Q3	$114K	Buy	975 +162	+20%	+$18.7K	0.08%	107
2024 Q2	$93.6K	Hold	813	–	–	0.07%	108
2024 Q1	$94.5K	Buy	813 +747	+1,132%	+$78.2K	0.07%	111
2023 Q4	$6.6K	Buy	+66	New	+$6.94K	0.01%	164

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s XOM Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its ExxonMobil (XOM) stake by 4.8% in Q2 2026, buying an estimated $7.48K and bringing the position to 1,101 shares worth $151K. The position accounts for 0.09% of the portfolio, ranked #99.

Lugano Financial Advisors SA (LFA) first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $178K in Q1 2026. 2,059 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,101 shares of ExxonMobil worth $151K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 50 ExxonMobil shares in Q2 2026, an estimated $7.48K.
ExxonMobil made up 0.09% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #99 holding.
Lugano Financial Advisors SA (LFA) first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Lugano Financial Advisors SA (LFA)'s ExxonMobil position peaked at $178K in Q1 2026.
2,059 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.