Lynch Investment Planning’s ExxonMobil XOM Stock Holding History

Lynch Investment Planning’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	–	Sell	-1,756	Closed	-$298K	–	58
2026 Q1	$298K	Buy	1,756 +9	+0.5%	+$1.31K	0.27%	43
2025 Q4	$210K	Buy	+1,747	New	+$203K	0.2%	53

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lynch Investment Planning's XOM Position: Q2 2026 in Review

Lynch Investment Planning sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,756 shares — an estimated $298K sold.

Lynch Investment Planning first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $298K in Q1 2026. 4,236 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Lynch Investment Planning reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Lynch Investment Planning sold 1,756 ExxonMobil shares in Q2 2026, an estimated $298K.
Lynch Investment Planning first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
Lynch Investment Planning's ExxonMobil position peaked at $298K in Q1 2026.
4,236 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.