Align Financial’s ExxonMobil XOM Stock Holding History

Align Financial’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	$533K	Hold	3,896	–	–	0.26%	40
2026 Q1	$661K	Sell	3,896 -584,151	-99%	-$85.2M	0.38%	32
2025 Q4	$588K	Buy	+588,047	New	+$68.2M	0.34%	33

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Align Financial's XOM Position: Q2 2026 in Review

Align Financial held its ExxonMobil (XOM) position steady in Q2 2026 at 3,896 shares worth $533K. The position accounts for 0.26% of the portfolio, ranked #40.

Align Financial first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $661K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Align Financial held 3,896 shares of ExxonMobil worth $533K as of Q2 2026.
Align Financial left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.26% of Align Financial's portfolio in Q2 2026, its #40 holding.
Align Financial first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Align Financial's ExxonMobil position peaked at $661K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.