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AFT Forsyth & Company’s ExxonMobil XOM Stock Holding History

AFT Forsyth & Company’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
-1,810
Closed -$307K – 125
2026
Q1 		$307K Sell
1,810
-125
-6% -$18.2K 0.14% 103
2025
Q4 		$233K Hold
1,935
– – 0.1% 121
2025
Q3 		$218K Hold
1,935
– – 0.1% 110
2025
Q2 		$209K Hold
1,935
– – 0.11% 113
2025
Q1 		$230K Hold
1,935
– – 0.12% 119
2024
Q4 		$208K Hold
1,935
– – 0.1% 122
2024
Q3 		$227K Sell
1,935
-79
-4% -$9.12K 0.11% 124
2024
Q2 		$232K Buy
2,014
+186
+10% +$21.7K 0.11% 130
2024
Q1 		$213K Buy
+1,828
New +$191K 0.12% 134
2023
Q4 		– Sell
-1,900
Closed -$223K – 138
2023
Q3 		$223K Buy
1,900
+1
+0.1% +$110 0.16% 118
2023
Q2 		$204K Sell
1,899
-1,450
-43% -$158K 0.14% 131
2023
Q1 		$367K Buy
3,349
+2
+0.1% +$221 0.28% 101
2022
Q4 		$369K Buy
3,347
+201
+6% +$21.5K 0.31% 99
2022
Q3 		$275K Buy
3,146
+551
+21% +$50.3K 0.25% 110
2022
Q2 		$222K Buy
+2,595
New +$234K 0.18% 130
2019
Q3 		– Sell
-3,055
Closed -$234K – 149
2019
Q2 		$234K Sell
3,055
-70
-2% -$5.42K 0.19% 127
2019
Q1 		$253K Hold
3,125
– – 0.22% 121
2018
Q4 		$213K Hold
3,125
– – 0.21% 126
2018
Q3 		$266K Buy
3,125
+126
+4% +$10.3K 0.22% 122
2018
Q2 		$248K Hold
2,999
– – 0.22% 125
2018
Q1 		$224K Sell
2,999
-1,136
-27% -$90.8K 0.21% 126
2017
Q4 		$346K Buy
+4,135
New +$342K 0.34% 102
2013
Q3 		$555K Buy
6,449
+100
+2% +$9.02K 0.72% 51
2013
Q2 		$574K Buy
+6,349
New +$571K 0.82% 42

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

AFT Forsyth & Company's XOM Position: Q2 2026 in Review

AFT Forsyth & Company sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,810 shares — an estimated $307K sold.

AFT Forsyth & Company first reported a position in XOM in Q2 2013 and held it in 24 quarters. The position peaked at $574K in Q2 2013. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • AFT Forsyth & Company reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • AFT Forsyth & Company sold 1,810 ExxonMobil shares in Q2 2026, an estimated $307K.
  • AFT Forsyth & Company first reported a position in ExxonMobil in Q2 2013 and held it in 24 quarters.
  • AFT Forsyth & Company's ExxonMobil position peaked at $574K in Q2 2013.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.