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Luminvest Wealth Management’s ExxonMobil XOM Stock Holding History

Luminvest Wealth Management’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 		$218K Sell
1,282
-528
-29% -$77.1K 0.06% 53
2025
Q4 		$218K Buy
+1,810
New +$210K 0.06% 47

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

Luminvest Wealth Management's XOM Position: Q1 2026 in Review

Luminvest Wealth Management reduced its ExxonMobil (XOM) stake by 29% in Q1 2026, selling an estimated $77.1K and leaving 1,282 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #53.

Luminvest Wealth Management first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. The position peaked at $218K in Q4 2025. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Luminvest Wealth Management held 1,282 shares of ExxonMobil worth $218K as of Q1 2026.
  • Luminvest Wealth Management sold 528 ExxonMobil shares in Q1 2026, an estimated $77.1K.
  • ExxonMobil made up 0.06% of Luminvest Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Luminvest Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
  • Luminvest Wealth Management's ExxonMobil position peaked at $218K in Q4 2025.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.