WLIM
XOM icon

White Lighthouse Investment Management’s ExxonMobil XOM Stock Holding History

White Lighthouse Investment Management’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 		$431K Sell
3,154
-119
-4% -$17.8K 0.05% 113
2026
Q1 		$555K Buy
3,273
+83
+3% +$12.1K 0.08% 100
2025
Q4 		$384K Buy
3,190
+108
+4% +$12.5K 0.05% 112
2025
Q3 		$348K Sell
3,082
-13
-0.4% -$1.45K 0.05% 108
2025
Q2 		$334K Buy
3,095
+64
+2% +$6.84K 0.05% 107
2025
Q1 		$360K Buy
3,031
+32
+1% +$3.54K 0.06% 99
2024
Q4 		$323K Hold
2,999
– – 0.06% 111
2024
Q3 		$352K Hold
2,999
– – 0.06% 105
2024
Q2 		$345K Hold
2,999
– – 0.07% 105
2024
Q1 		$349K Sell
2,999
-500
-14% -$52.3K 0.07% 95
2023
Q4 		$350K Hold
3,499
– – 0.08% 95
2023
Q3 		$411K Buy
3,499
+330
+10% +$36.2K 0.1% 86
2023
Q2 		$340K Hold
3,169
– – 0.08% 92
2023
Q1 		$348K Buy
3,169
+500
+19% +$55.3K 0.09% 91
2022
Q4 		$294K Sell
2,669
-150
-5% -$16.1K 0.08% 95
2022
Q3 		$246K Hold
2,819
– – 0.07% 95
2022
Q2 		$241K Sell
2,819
-30
-1% -$2.71K 0.07% 100
2022
Q1 		$235K Sell
2,849
-1,359
-32% -$106K 0.06% 109
2021
Q4 		$257K Buy
+4,208
New +$263K 0.06% 107
2019
Q4 		– Sell
-4,013
Closed -$283K – 135
2019
Q3 		$283K Sell
4,013
-570
-12% -$41.2K 0.11% 111
2019
Q2 		$351K Buy
4,583
+103
+2% +$7.97K 0.15% 91
2019
Q1 		$362K Sell
4,480
-79
-2% -$6.02K 0.17% 86
2018
Q4 		$311K Buy
4,559
+44
+1% +$3.45K 0.17% 92
2018
Q3 		$384K Sell
4,515
-150
-3% -$12.3K 0.2% 80
2018
Q2 		$386K Hold
4,665
– – 0.21% 81
2018
Q1 		$348K Hold
4,665
– – 0.2% 85
2017
Q4 		$390K Buy
+4,665
New +$386K 0.22% 83

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

White Lighthouse Investment Management's XOM Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its ExxonMobil (XOM) stake by 3.6% in Q2 2026, selling an estimated $17.8K and leaving 3,154 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #113.

White Lighthouse Investment Management first reported a position in XOM in Q4 2017 and has held it in 27 quarters since. The position peaked at $555K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • White Lighthouse Investment Management held 3,154 shares of ExxonMobil worth $431K as of Q2 2026.
  • White Lighthouse Investment Management sold 119 ExxonMobil shares in Q2 2026, an estimated $17.8K.
  • ExxonMobil made up 0.05% of White Lighthouse Investment Management's portfolio in Q2 2026, its #113 holding.
  • White Lighthouse Investment Management first reported a position in ExxonMobil in Q4 2017 and has held it in 27 quarters since.
  • White Lighthouse Investment Management's ExxonMobil position peaked at $555K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.