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LVW Advisors’s ExxonMobil XOM Stock Holding History

LVW Advisors’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 		$3.33M Buy
24,359
+897
+4% +$134K 0.29% 49
2026
Q1 		$3.98M Buy
23,462
+2,702
+13% +$394K 0.38% 37
2025
Q4 		$2.5M Buy
20,760
+1,210
+6% +$140K 0.25% 53
2025
Q3 		$2.2M Sell
19,550
-336
-2% -$37.4K 0.23% 59
2025
Q2 		$2.14M Buy
19,886
+1,393
+8% +$149K 0.23% 61
2025
Q1 		$2.2M Sell
18,493
-117
-0.6% -$12.9K 0.26% 52
2024
Q4 		$2M Sell
18,610
-503
-3% -$58.8K 0.24% 61
2024
Q3 		$2.24M Buy
19,113
+985
+5% +$114K 0.29% 57
2024
Q2 		$2.09M Buy
18,128
+848
+5% +$98.8K 0.31% 51
2024
Q1 		$2.01M Sell
17,280
-627
-4% -$65.6K 0.34% 49
2023
Q4 		$1.79M Buy
17,907
+2,597
+17% +$273K 0.34% 51
2023
Q3 		$1.8M Sell
15,310
-910
-6% -$99.8K 0.37% 58
2023
Q2 		$1.74M Sell
16,220
-71
-0.4% -$7.75K 0.33% 67
2023
Q1 		$1.79M Buy
16,291
+114
+0.7% +$12.6K 0.35% 66
2022
Q4 		$1.78M Sell
16,177
-5
-0% -$536 0.36% 68
2022
Q3 		$1.41M Buy
16,182
+511
+3% +$46.7K 0.32% 65
2022
Q2 		$1.34M Buy
15,671
+2
+0% +$180 0.27% 73
2022
Q1 		$1.29M Buy
15,669
+80
+0.5% +$6.22K 0.22% 76
2021
Q4 		$954K Buy
15,589
+179
+1% +$11.2K 0.16% 97
2021
Q3 		$906K Sell
15,410
-885
-5% -$50.4K 0.16% 104
2021
Q2 		$1.03M Sell
16,295
-1,646
-9% -$98.3K 0.18% 87
2021
Q1 		$1M Sell
17,941
-9,924
-36% -$520K 0.19% 86
2020
Q4 		$1.15M Sell
27,865
-58,944
-68% -$2.21M 0.23% 68
2020
Q3 		$2.98M Buy
86,809
+10,568
+14% +$432K 0.66% 44
2020
Q2 		$3.41M Sell
76,241
-27,033
-26% -$1.21M 0.82% 35
2020
Q1 		$3.92M Buy
103,274
+33,641
+48% +$1.86M 1.04% 21
2019
Q4 		$4.86M Sell
69,633
-1,729
-2% -$120K 1.1% 20
2019
Q3 		$5.04M Buy
71,362
+1,394
+2% +$101K 1.25% 18
2019
Q2 		$5.36M Buy
69,968
+1,454
+2% +$113K 1.48% 15
2019
Q1 		$5.54M Buy
68,514
+2,542
+4% +$194K 1.48% 13
2018
Q4 		$4.5M Buy
65,972
+18,217
+38% +$1.43M 1.52% 16
2018
Q3 		$4.06M Buy
47,755
+9,198
+24% +$752K 1.14% 20
2018
Q2 		$3.19M Buy
38,557
+3,536
+10% +$282K 1.01% 24
2018
Q1 		$2.61M Sell
35,021
-823
-2% -$65.8K 0.81% 29
2017
Q4 		$3M Sell
35,844
-736
-2% -$60.9K 0.88% 30
2017
Q3 		$3M Sell
36,580
-3,172
-8% -$252K 1.19% 23
2017
Q2 		$3.21M Sell
39,752
-2,581
-6% -$211K 1.13% 15
2017
Q1 		$3.47M Sell
42,333
-2,250
-5% -$188K 1.24% 13
2016
Q4 		$4.02M Buy
44,583
+1,428
+3% +$125K 1.41% 11
2016
Q3 		$3.77M Buy
43,155
+2,625
+6% +$233K 1.23% 10
2016
Q2 		$3.8M Sell
40,530
-7,081
-15% -$626K 1.43% 9
2016
Q1 		$3.98M Sell
47,611
-428
-0.9% -$34.3K 1.27% 13
2015
Q4 		$3.75M Buy
48,039
+103
+0.2% +$8.23K 1.47% 16
2015
Q3 		$3.56M Buy
47,936
+4,684
+11% +$361K 1.64% 11
2015
Q2 		$3.6M Sell
43,252
-668
-2% -$57.4K 1.53% 12
2015
Q1 		$3.73M Buy
43,920
+2,591
+6% +$230K 1.78% 9
2014
Q4 		$3.82M Buy
+41,329
New +$3.85M 2.11% 9

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LVW Advisors's XOM Position: Q2 2026 in Review

LVW Advisors increased its ExxonMobil (XOM) stake by 3.8% in Q2 2026, buying an estimated $134K and bringing the position to 24,359 shares worth $3.33M. The position accounts for 0.29% of the portfolio, ranked #49.

LVW Advisors first reported a position in XOM in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.54M in Q1 2019. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LVW Advisors held 24,359 shares of ExxonMobil worth $3.33M as of Q2 2026.
  • LVW Advisors bought 897 ExxonMobil shares in Q2 2026, an estimated $134K.
  • ExxonMobil made up 0.29% of LVW Advisors's portfolio in Q2 2026, its #49 holding.
  • LVW Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's ExxonMobil position peaked at $5.54M in Q1 2019.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.