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Lynch & Associates’s ExxonMobil XOM Stock Holding History

Lynch & Associates’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 		$16.3M Sell
119,507
-1,275
-1% -$191K 2.85% 9
2026
Q1 		$20.5M Sell
120,782
-1,700
-1% -$248K 3.85% 6
2025
Q4 		$14.7M Buy
122,482
+2,875
+2% +$333K 2.79% 8
2025
Q3 		$13.5M Sell
119,607
-2,714
-2% -$302K 2.6% 8
2025
Q2 		$13.2M Buy
122,321
+2,290
+2% +$245K 2.66% 10
2025
Q1 		$14.3M Sell
120,031
-444
-0.4% -$49.1K 3.09% 8
2024
Q4 		$13M Sell
120,475
-1,623
-1% -$190K 2.81% 8
2024
Q3 		$14.3M Sell
122,098
-107
-0.1% -$12.4K 3.03% 8
2024
Q2 		$14.1M Buy
122,205
+4,381
+4% +$510K 3.17% 6
2024
Q1 		$13.7M Sell
117,824
-5,768
-5% -$603K 3.16% 6
2023
Q4 		$12.4M Sell
123,592
-1,546
-1% -$162K 3% 6
2023
Q3 		$14.7M Buy
125,138
+546
+0.4% +$59.9K 3.88% 3
2023
Q2 		$13.4M Sell
124,592
-1,054
-0.8% -$115K 3.42% 6
2023
Q1 		$13.8M Sell
125,646
-2,802
-2% -$310K 3.61% 6
2022
Q4 		$14.2M Sell
128,448
-2,016
-2% -$216K 3.7% 5
2022
Q3 		$11.4M Sell
130,464
-3,289
-2% -$300K 3.33% 6
2022
Q2 		$11.5M Sell
133,753
-1,188
-0.9% -$107K 3.12% 7
2022
Q1 		$11.1M Buy
134,941
+1,846
+1% +$143K 2.7% 9
2021
Q4 		$8.14M Buy
133,095
+4,922
+4% +$308K 1.92% 16
2021
Q3 		$7.54M Sell
128,173
-1,303
-1% -$74.3K 1.95% 17
2021
Q2 		$8.17M Buy
129,476
+2,180
+2% +$130K 2.1% 11
2021
Q1 		$7.11M Buy
127,296
+2,970
+2% +$156K 1.92% 18
2020
Q4 		$5.13M Sell
124,326
-2,126
-2% -$79.7K 1.4% 24
2020
Q3 		$4.34M Sell
126,452
-3,921
-3% -$160K 1.3% 25
2020
Q2 		$5.83M Sell
130,373
-6,710
-5% -$301K 1.89% 17
2020
Q1 		$5.21M Buy
137,083
+38,787
+39% +$2.14M 1.91% 17
2019
Q4 		$6.86M Sell
98,296
-10,935
-10% -$756K 1.97% 13
2019
Q3 		$7.71M Sell
109,231
-2,269
-2% -$164K 2.36% 11
2019
Q2 		$8.54M Buy
111,500
+113
+0.1% +$8.75K 2.78% 9
2019
Q1 		$9M Buy
111,387
+1,721
+2% +$131K 2.98% 8
2018
Q4 		$7.48M Sell
109,666
-8,628
-7% -$677K 2.79% 10
2018
Q3 		$10.1M Sell
118,294
-1,463
-1% -$120K 3.39% 6
2018
Q2 		$9.91M Buy
119,757
+7,526
+7% +$600K 3.59% 6
2018
Q1 		$8.37M Buy
112,231
+2,906
+3% +$232K 3.2% 6
2017
Q4 		$9.14M Sell
109,325
-439
-0.4% -$36.3K 3.43% 5
2017
Q3 		$9M Sell
109,764
-1,773
-2% -$141K 3.58% 3
2017
Q2 		$9M Buy
111,537
+570
+0.5% +$46.6K 3.56% 4
2017
Q1 		$9.1M Sell
110,967
-932
-0.8% -$77.9K 3.71% 4
2016
Q4 		$10.1M Buy
111,899
+1,495
+1% +$131K 4.25% 3
2016
Q3 		$9.64M Sell
110,404
-1,208
-1% -$107K 4.24% 3
2016
Q2 		$10.5M Buy
111,612
+1,074
+1% +$95K 4.68% 3
2016
Q1 		$9.24M Buy
110,538
+4,934
+5% +$395K 4.39% 3
2015
Q4 		$8.23M Buy
105,604
+9,128
+9% +$730K 4.22% 3
2015
Q3 		$7.17M Buy
96,476
+514
+0.5% +$39.6K 3.97% 3
2015
Q2 		$7.98M Buy
95,962
+6,954
+8% +$598K 4.17% 3
2015
Q1 		$7.57M Buy
89,008
+463
+0.5% +$41.1K 3.98% 3
2014
Q4 		$8.19M Sell
88,545
-770
-0.9% -$71.8K 4.4% 3
2014
Q3 		$8.4M Buy
89,315
+225
+0.3% +$22.4K 4.72% 3
2014
Q2 		$8.97M Buy
89,090
+62
+0.1% +$6.25K 5.12% 2
2014
Q1 		$8.7M Sell
89,028
-430
-0.5% -$41K 5.13% 2
2013
Q4 		$9.05M Buy
89,458
+698
+0.8% +$64.5K 5.41% 2
2013
Q3 		$7.64M Buy
88,760
+719
+0.8% +$64.8K 5.1% 2
2013
Q2 		$7.95M Buy
+88,041
New +$7.92M 5.5% 2

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

Lynch & Associates's XOM Position: Q2 2026 in Review

Lynch & Associates reduced its ExxonMobil (XOM) stake by 1.1% in Q2 2026, selling an estimated $191K and leaving 119,507 shares worth $16.3M. The position accounts for 2.85% of the portfolio, ranked #9.

Lynch & Associates first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.5M in Q1 2026. 1,938 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Lynch & Associates held 119,507 shares of ExxonMobil worth $16.3M as of Q2 2026.
  • Lynch & Associates sold 1,275 ExxonMobil shares in Q2 2026, an estimated $191K.
  • ExxonMobil made up 2.85% of Lynch & Associates's portfolio in Q2 2026, its #9 holding.
  • Lynch & Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's ExxonMobil position peaked at $20.5M in Q1 2026.
  • 1,938 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.