Lee Financial Co

SEC CIK: 0001391166
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Lee Financial Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overview All 13F holders of XOM Full Q2 2026 holdings

Shares (Q2 2026): 17,135
Value: $2.34M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of XOM by Lee Financial Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,135	$2.34M	0.3%	+215+1.3%	Added	Holders
Q1 2026	16,920	$2.87M	0.4%	−1,922−10.2%	Reduced	Holders
Q4 2025	18,842	$2.27M	0.3%	−1,309−6.5%	Reduced	Holders
Q3 2025	20,151	$2.27M	0.3%	−1,079−5.1%	Reduced	Holders
Q2 2025	21,230	$2.29M	0.3%	−1,291−5.7%	Reduced	Holders
Q1 2025	22,521	$2.68M	0.4%	−989−4.2%	Reduced	Holders
Q4 2024	23,510	$2.53M	0.4%	−178−0.8%	Reduced	Holders
Q3 2024	23,688	$2.78M	0.4%	−435−1.8%	Reduced	Holders
Q2 2024	24,123	$2.78M	0.5%	+3,103+14.8%	Added	Holders
Q1 2024	21,020	$2.44M	0.4%	+1,596+8.2%	Added	Holders
Q4 2023	19,424	$1.94M	0.3%	−799−4.0%	Reduced	Holders
Q3 2023	20,223	$2.38M	0.4%	−231−1.1%	Reduced	Holders
Q2 2023	20,454	$2.19M	0.4%	+94+0.5%	Added	Holders
Q1 2023	20,360	$2.23M	0.4%	+237+1.2%	Added	Holders
Q4 2022	20,123	$2.22M	0.4%	00.0%	Unchanged	Holders
Q3 2022	20,123	$1.76M	0.3%	−374−1.8%	Reduced	Holders
Q2 2022	20,497	$1.76M	0.3%	+190+0.9%	Added	Holders
Q1 2022	20,307	$1.68M	0.3%	−95−0.5%	Reduced	Holders
Q4 2021	20,402	$1.25M	0.2%	−170−0.8%	Reduced	Holders
Q3 2021	20,572	$1.21M	0.3%	−12,524−37.8%	Reduced	Holders
Q2 2021	33,096	$2.09M	0.4%	+4,382+15.3%	Added	Holders
Q1 2021	28,714	$1.60M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.