Lyell Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.36M | Buy |
19,813
+40
| +0.2% | +$5.84K | 0.25% | 75 |
|
|
2025
Q4 | $2.38M | Sell |
19,773
-1,248
| -6% | -$145K | 0.17% | 82 |
|
|
2025
Q3 | $2.37M | Sell |
21,021
-575
| -3% | -$63.9K | 0.18% | 83 |
|
|
2025
Q2 | $2.33M | Buy |
21,596
+3,214
| +17% | +$344K | 0.18% | 87 |
|
|
2025
Q1 | $2.19M | Sell |
18,382
-275
| -1% | -$30.4K | 0.2% | 87 |
|
|
2024
Q4 | $2.01M | Buy |
18,657
+1,992
| +12% | +$233K | 0.18% | 95 |
|
|
2024
Q3 | $1.95M | Hold |
16,665
| – | – | 0.18% | 99 |
|
|
2024
Q2 | $1.92M | Buy |
16,665
+3,989
| +31% | +$465K | 0.18% | 99 |
|
|
2024
Q1 | $1.47M | Buy |
12,676
+447
| +4% | +$46.8K | 0.15% | 101 |
|
|
2023
Q4 | $1.22M | Buy |
12,229
+4,774
| +64% | +$502K | 0.14% | 105 |
|
|
2023
Q3 | $877K | Hold |
7,455
| – | – | 0.12% | 106 |
|
|
2023
Q2 | $800K | Sell |
7,455
-77
| -1% | -$8.4K | 0.1% | 113 |
|
|
2023
Q1 | $826K | Buy |
7,532
+153
| +2% | +$16.9K | 0.12% | 118 |
|
|
2022
Q4 | $814K | Buy |
7,379
+545
| +8% | +$58.4K | 0.13% | 116 |
|
|
2022
Q3 | $597K | Buy |
6,834
+490
| +8% | +$44.7K | 0.1% | 125 |
|
|
2022
Q2 | $543K | Buy |
6,344
+1,230
| +24% | +$111K | 0.09% | 128 |
|
|
2022
Q1 | $422K | Buy |
5,114
+155
| +3% | +$12K | 0.05% | 147 |
|
|
2021
Q4 | $303K | Sell |
4,959
-579
| -10% | -$36.2K | 0.03% | 166 |
|
|
2021
Q3 | $326K | Hold |
5,538
| – | – | 0.04% | 153 |
|
|
2021
Q2 | $349K | Buy |
5,538
+554
| +11% | +$33.1K | 0.04% | 156 |
|
|
2021
Q1 | $278K | Buy |
+4,984
| New | +$261K | 0.04% | 157 |
|
|
2020
Q3 | – | Sell |
-5,164
| Closed | -$231K | – | 138 |
|
|
2020
Q2 | $231K | Sell |
5,164
-2,877
| -36% | -$129K | 0.05% | 115 |
|
|
2020
Q1 | $305K | Sell |
8,041
-1,856
| -19% | -$102K | 0.09% | 99 |
|
|
2019
Q4 | $691K | Sell |
9,897
-198
| -2% | -$13.7K | 0.18% | 77 |
|
|
2019
Q3 | $713K | Hold |
10,095
| – | – | 0.21% | 73 |
|
|
2019
Q2 | $774K | Sell |
10,095
-350
| -3% | -$27.1K | 0.23% | 78 |
|
|
2019
Q1 | $844K | Buy |
10,445
+165
| +2% | +$12.6K | 0.28% | 71 |
|
|
2018
Q4 | $701K | Sell |
10,280
-150
| -1% | -$11.8K | 0.29% | 69 |
|
|
2018
Q3 | $887K | Sell |
10,430
-1,020
| -9% | -$83.4K | 0.3% | 70 |
|
|
2018
Q2 | $947K | Buy |
11,450
+532
| +5% | +$42.4K | 0.35% | 73 |
|
|
2018
Q1 | $815K | Sell |
10,918
-4,225
| -28% | -$338K | 0.3% | 73 |
|
|
2017
Q4 | $1.27M | Sell |
15,143
-5,798
| -28% | -$480K | 0.5% | 63 |
|
|
2017
Q3 | $1.72M | Sell |
20,941
-1,866
| -8% | -$148K | 0.74% | 54 |
|
|
2017
Q2 | $1.84M | Sell |
22,807
-858
| -4% | -$70.2K | 0.9% | 49 |
|
|
2017
Q1 | $1.94M | Sell |
23,665
-14,952
| -39% | -$1.25M | 1.05% | 44 |
|
|
2016
Q4 | $3.49M | Buy |
+38,617
| New | +$3.37M | 2.17% | 6 |
|
Other funds holding XOM
VCM
VPM
Lyell Wealth Management's XOM Position: Q1 2026 in Review
Lyell Wealth Management increased its ExxonMobil (XOM) stake by 0.2% in Q1 2026, buying an estimated $5.84K and bringing the position to 19,813 shares worth $3.36M. The position accounts for 0.25% of the portfolio, ranked #75.
Lyell Wealth Management first reported a position in XOM in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.49M in Q4 2016. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Lyell Wealth Management held 19,813 shares of ExxonMobil worth $3.36M as of Q1 2026.
- Lyell Wealth Management bought 40 ExxonMobil shares in Q1 2026, an estimated $5.84K.
- ExxonMobil made up 0.25% of Lyell Wealth Management's portfolio in Q1 2026, its #75 holding.
- Lyell Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 36 quarters since.
- Lyell Wealth Management's ExxonMobil position peaked at $3.49M in Q4 2016.
- 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.