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LVZ Inc’s ExxonMobil XOM Stock Holding History

LVZ Inc’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 		$786K Sell
5,749
-191
-3% -$28.6K 0.08% 83
2026
Q1 		$1.01M Buy
5,940
+29
+0.5% +$4.23K 0.12% 55
2025
Q4 		$711K Buy
5,911
+50
+0.9% +$5.8K 0.08% 77
2025
Q3 		$661K Sell
5,861
-1,239
-17% -$138K 0.08% 76
2025
Q2 		$765K Hold
7,100
– – 0.09% 66
2025
Q1 		$844K Buy
7,100
+154
+2% +$17K 0.11% 57
2024
Q4 		$747K Buy
6,946
+2,807
+68% +$328K 0.1% 57
2024
Q3 		$485K Buy
4,139
+129
+3% +$14.9K 0.06% 73
2024
Q2 		$462K Buy
4,010
+370
+10% +$43.1K 0.06% 73
2024
Q1 		$423K Buy
3,640
+35
+1% +$3.66K 0.06% 79
2023
Q4 		$360K Sell
3,605
-350
-9% -$36.8K 0.05% 93
2023
Q3 		$465K Buy
3,955
+110
+3% +$12.1K 0.08% 57
2023
Q2 		$412K Hold
3,845
– – 0.06% 84
2023
Q1 		$422K Buy
3,845
+50
+1% +$5.53K 0.06% 83
2022
Q4 		$419K Sell
3,795
-319
-8% -$34.2K 0.07% 80
2022
Q3 		$359K Sell
4,114
-315
-7% -$28.8K 0.06% 74
2022
Q2 		$379K Buy
4,429
+94
+2% +$8.48K 0.06% 71
2022
Q1 		$358K Buy
4,335
+340
+9% +$26.4K 0.05% 75
2021
Q4 		$244K Sell
3,995
-50
-1% -$3.13K 0.03% 96
2021
Q3 		$238K Buy
4,045
+50
+1% +$2.85K 0.03% 91
2021
Q2 		$252K Hold
3,995
– – 0.04% 95
2021
Q1 		$223K Buy
+3,995
New +$209K 0.03% 98
2020
Q1 		– Sell
-6,379
Closed -$445K – 95
2019
Q4 		$445K Buy
6,379
+1,403
+28% +$97K 0.09% 60
2019
Q3 		$351K Buy
+4,976
New +$360K 0.08% 58

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LVZ Inc's XOM Position: Q2 2026 in Review

LVZ Inc reduced its ExxonMobil (XOM) stake by 3.2% in Q2 2026, selling an estimated $28.6K and leaving 5,749 shares worth $786K. The position accounts for 0.08% of the portfolio, ranked #83.

LVZ Inc first reported a position in XOM in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.01M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LVZ Inc held 5,749 shares of ExxonMobil worth $786K as of Q2 2026.
  • LVZ Inc sold 191 ExxonMobil shares in Q2 2026, an estimated $28.6K.
  • ExxonMobil made up 0.08% of LVZ Inc's portfolio in Q2 2026, its #83 holding.
  • LVZ Inc first reported a position in ExxonMobil in Q3 2019 and has held it in 24 quarters since.
  • LVZ Inc's ExxonMobil position peaked at $1.01M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.