Lummis Asset Management’s ExxonMobil XOM Stock Holding History

Lummis Asset 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	$3.29M	Sell	20,627 -691	-3%	-$101K	1.96%	14
2025 Q4	$2.57M	Sell	21,318 -236	-1%	-$27.4K	1.58%	23
2025 Q3	$2.43M	Hold	21,554	–	–	1.6%	22
2025 Q2	$2.31M	Hold	21,554	–	–	1.51%	21
2025 Q1	$2.38M	Buy	21,554 +13,907	+182%	+$1.54M	1.65%	22
2024 Q4	$823K	Sell	7,647 -31	-0.4%	-$3.63K	1.04%	28
2024 Q3	$900K	Sell	7,678 -10	-0.1%	-$1.16K	1.05%	27
2024 Q2	$885K	Buy	7,688 +399	+5%	+$46.5K	1.17%	28
2024 Q1	$847K	Sell	7,289 -13,904	-66%	-$1.45M	1.14%	29
2023 Q4	$2.12M	Buy	+21,193	New	+$2.23M	1.62%	19

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lummis Asset Management's XOM Position: Q1 2026 in Review

Lummis Asset Management reduced its ExxonMobil (XOM) stake by 3.2% in Q1 2026, selling an estimated $101K and leaving 20,627 shares worth $3.29M. The position accounts for 1.96% of the portfolio, ranked #14.

Lummis Asset Management first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Lummis Asset Management held 20,627 shares of ExxonMobil worth $3.29M as of Q1 2026.
Lummis Asset Management sold 691 ExxonMobil shares in Q1 2026, an estimated $101K.
ExxonMobil made up 1.96% of Lummis Asset Management's portfolio in Q1 2026, its #14 holding.
Lummis Asset Management first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.