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Exxon Mobil Corporation shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Exxon Mobil Corporation (XOM) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management investment in Exxon Mobil Corporation

Tip: Access up to 7 years of quarterly data

All positions including Exxon Mobil Corporation held by Lord & Richards Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exxon Mobil Corporation by Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $489k 4.3k 112.75
2025-06-30 $442k 4.1k 107.80
2025-03-31 $343k 2.9k 118.93

More positions owned by Lord & Richards Wealth Management

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Spdr Series Trust Portfolio Sp500 (SPLG)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Doubleline Etf Trust Mortgage Etf (DMBS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Drawdown (ADME)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Enhanced (JUCY)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Quanta Services (PWR)
Servicenow (NOW)
Visa Com Cl A (V)

View all positions for Lord & Richards Wealth Management

Top funds holding Exxon Mobil Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of New York Mellon
Northern Trust
Franklin Resources
Charles Schwab Investment Management
Capital Research Global Investors
Fisher Investments
State Farm Mutual Automobile Insurance Company
Dimensional Fund Advisors

View all funds holding Exxon Mobil Corporation