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Allegheny Financial Group’s ExxonMobil XOM Stock Holding History

Allegheny Financial Group’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 		$17.2M Sell
125,593
-518
-0.4% -$77.5K 1.82% 15
2026
Q1 		$21.4M Sell
126,111
-488
-0.4% -$71.2K 2.88% 6
2025
Q4 		$15.2M Buy
126,599
+195
+0.2% +$22.6K 2.26% 10
2025
Q3 		$14.3M Sell
126,404
-718
-0.6% -$79.8K 2.66% 8
2025
Q2 		$13.7M Sell
127,122
-504
-0.4% -$53.9K 3.04% 8
2025
Q1 		$15.2M Sell
127,626
-3,846
-3% -$425K 3.89% 8
2024
Q4 		$14.1M Buy
131,472
+3,088
+2% +$361K 3.64% 7
2024
Q3 		$15M Buy
128,384
+3,792
+3% +$438K 3.72% 7
2024
Q2 		$14.3M Buy
124,592
+1,902
+2% +$222K 4.12% 7
2024
Q1 		$14.3M Sell
122,690
-3,433
-3% -$359K 4.4% 6
2023
Q4 		$12.6M Buy
126,123
+6,337
+5% +$666K 4.05% 6
2023
Q3 		$14.1M Buy
119,786
+8,830
+8% +$969K 5.28% 4
2023
Q2 		$11.9M Sell
110,956
-2,592
-2% -$283K 5.63% 3
2023
Q1 		$12.5M Sell
113,548
-844
-0.7% -$93.4K 5.03% 4
2022
Q4 		$12.6M Sell
114,392
-189
-0.2% -$20.3K 5.27% 4
2022
Q3 		$10M Buy
114,581
+115
+0.1% +$10.5K 4.71% 4
2022
Q2 		$9.8M Sell
114,466
-123
-0.1% -$11.1K 4.57% 5
2022
Q1 		$9.46M Sell
114,589
-5,348
-4% -$416K 4.01% 6
2021
Q4 		$7.34M Buy
119,937
+4,624
+4% +$289K 2.93% 8
2021
Q3 		$6.78M Sell
115,313
-2,027
-2% -$116K 3.11% 7
2021
Q2 		$7.4M Buy
117,340
+1,154
+1% +$68.9K 3.35% 7
2021
Q1 		$6.49M Buy
116,186
+2,326
+2% +$122K 4.75% 4
2020
Q4 		$4.69M Buy
+113,860
New +$4.27M 2.52% 8

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

Allegheny Financial Group's XOM Position: Q2 2026 in Review

Allegheny Financial Group reduced its ExxonMobil (XOM) stake by 0.41% in Q2 2026, selling an estimated $77.5K and leaving 125,593 shares worth $17.2M. The position accounts for 1.82% of the portfolio, ranked #15.

Allegheny Financial Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.4M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Allegheny Financial Group held 125,593 shares of ExxonMobil worth $17.2M as of Q2 2026.
  • Allegheny Financial Group sold 518 ExxonMobil shares in Q2 2026, an estimated $77.5K.
  • ExxonMobil made up 1.82% of Allegheny Financial Group's portfolio in Q2 2026, its #15 holding.
  • Allegheny Financial Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's ExxonMobil position peaked at $21.4M in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.