Luts & Greenleigh Group’s ExxonMobil XOM Stock Holding History

Luts & Greenleigh Group’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	$39.6M	Sell	233,646 -12,036	-5%	-$1.76M	31.39%	1
2025 Q4	$29.6M	Buy	245,682 +5,883	+2%	+$682K	25.12%	1
2025 Q3	$27M	Buy	239,799 +396	+0.2%	+$44K	24.27%	1
2025 Q2	$25.8M	Sell	239,403 -856	-0.4%	-$91.5K	24.75%	1
2025 Q1	$28.6M	Sell	240,259 -6,897	-3%	-$763K	28.4%	1
2024 Q4	$26.6M	Sell	247,156 -5,006	-2%	-$586K	26.26%	1
2024 Q3	$29.6M	Sell	252,162 -1,151	-0.5%	-$133K	28.38%	1
2024 Q2	$29.2M	Buy	+253,313	New	+$29.5M	30.33%	1
2023 Q4	$25.3M	Buy	253,021 +3,014	+1%	+$317K	31.89%	1
2023 Q3	$29.4M	Sell	250,007 -3,266	-1%	-$358K	36.48%	1
2023 Q2	$27.2M	Sell	253,273 -824	-0.3%	-$89.9K	33.5%	1
2023 Q1	$27.9M	Sell	254,097 -14,254	-5%	-$1.58M	35.33%	1
2022 Q4	$29.6M	Buy	+268,351	New	+$28.8M	37.5%	1

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

Luts & Greenleigh Group's XOM Position: Q1 2026 in Review

Luts & Greenleigh Group reduced its ExxonMobil (XOM) stake by 4.9% in Q1 2026, selling an estimated $1.76M and leaving 233,646 shares worth $39.6M. The position accounts for 31.39% of the portfolio, ranked #1.

Luts & Greenleigh Group first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Luts & Greenleigh Group held 233,646 shares of ExxonMobil worth $39.6M as of Q1 2026.
Luts & Greenleigh Group sold 12,036 ExxonMobil shares in Q1 2026, an estimated $1.76M.
ExxonMobil made up 31.39% of Luts & Greenleigh Group's portfolio in Q1 2026, its #1 holding.
Luts & Greenleigh Group first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.