Allegiance Financial Group Advisory Services’s ExxonMobil XOM Stock Holding History

Allegiance Financial Group Advisory 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	–	Sell	-7,945	Closed	-$1.35M	–	241
2026 Q1	$1.35M	Buy	7,945 +296	+4%	+$43.2K	0.27%	37
2025 Q4	$920K	Buy	7,649 +252	+3%	+$29.2K	0.19%	48
2025 Q3	$834K	Sell	7,397 -925	-11%	-$103K	0.19%	47
2025 Q2	$897K	Sell	8,322 -347	-4%	-$37.1K	0.24%	43
2025 Q1	$1.03M	Sell	8,669 -3,015	-26%	-$333K	0.31%	36
2024 Q4	$1.26M	Buy	11,684 +7,192	+160%	+$841K	0.41%	34
2024 Q3	$527K	Buy	4,492 +900	+25%	+$104K	0.18%	44
2024 Q2	$414K	Sell	3,592 -13	-0.4%	-$1.51K	0.16%	49
2024 Q1	$419K	Sell	3,605 -18	-0.5%	-$1.88K	0.17%	50
2023 Q4	$362K	Buy	3,623 +2	+0.1%	+$210	0.17%	51
2023 Q3	$426K	Hold	3,621	–	–	0.24%	46
2023 Q2	$388K	Buy	3,621 +3	+0.1%	+$327	0.23%	49
2023 Q1	$397K	Buy	3,618 +2	+0.1%	+$221	0.29%	47
2022 Q4	$399K	Buy	+3,616	New	+$387K	0.38%	46

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

Allegiance Financial Group Advisory Services's XOM Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 7,945 shares — an estimated $1.35M sold.

Allegiance Financial Group Advisory Services first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $1.35M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Allegiance Financial Group Advisory Services reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Allegiance Financial Group Advisory Services sold 7,945 ExxonMobil shares in Q2 2026, an estimated $1.35M.
Allegiance Financial Group Advisory Services first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
Allegiance Financial Group Advisory Services's ExxonMobil position peaked at $1.35M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.