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AFG Fiduciary Services’s ExxonMobil XOM Stock Holding History

AFG Fiduciary Services’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 		$1.06M Sell
7,743
-2,358
-23% -$353K 0.83% 26
2026
Q1 		$1.65M Buy
10,101
+614
+6% +$89.6K 0.96% 23
2025
Q4 		$1.16M Sell
9,487
-161
-2% -$18.7K 0.69% 32
2025
Q3 		$1.08M Hold
9,648
– – 0.62% 36
2025
Q2 		$1.05M Sell
9,648
-63
-0.6% -$6.74K 0.67% 33
2025
Q1 		$1.03M Hold
9,711
– – 0.75% 30
2024
Q4 		$1.08M Sell
9,711
-14
-0.1% -$1.64K 0.76% 28
2024
Q3 		$1.2M Hold
9,725
– – 0.81% 22
2024
Q2 		$1.12M Sell
9,725
-87
-0.9% -$10.1K 0.78% 25
2024
Q1 		$1.19M Buy
9,812
+660
+7% +$69.1K 0.88% 21
2023
Q4 		$924K Sell
9,152
-213
-2% -$22.4K 0.75% 28
2023
Q3 		$1.03M Sell
9,365
-40
-0.4% -$4.39K 0.91% 21
2023
Q2 		$949K Hold
9,405
– – 0.72% 26
2023
Q1 		$1.03M Buy
9,405
+2,072
+28% +$229K 0.95% 21
2022
Q4 		$809K Sell
7,333
-129
-2% -$13.8K 0.76% 29
2022
Q3 		$652K Buy
7,462
+29
+0.4% +$2.65K 0.61% 34
2022
Q2 		$637K Hold
7,433
– – 0.55% 44
2022
Q1 		$614K Sell
7,433
-1,016
-12% -$79K 0.43% 47
2021
Q4 		$517K Buy
+8,449
New +$528K 0.36% 45

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AFG Fiduciary Services's XOM Position: Q2 2026 in Review

AFG Fiduciary Services reduced its ExxonMobil (XOM) stake by 23% in Q2 2026, selling an estimated $353K and leaving 7,743 shares worth $1.06M. The position accounts for 0.83% of the portfolio, ranked #26.

AFG Fiduciary Services first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • AFG Fiduciary Services held 7,743 shares of ExxonMobil worth $1.06M as of Q2 2026.
  • AFG Fiduciary Services sold 2,358 ExxonMobil shares in Q2 2026, an estimated $353K.
  • ExxonMobil made up 0.83% of AFG Fiduciary Services's portfolio in Q2 2026, its #26 holding.
  • AFG Fiduciary Services first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • AFG Fiduciary Services's ExxonMobil position peaked at $1.65M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.