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AllGen Financial Advisors’s ExxonMobil XOM Stock Holding History

AllGen Financial Advisors’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
-2,194
Closed -$372K – 43
2026
Q1 		$372K Sell
2,194
-1,005
-31% -$147K 0.09% 34
2025
Q4 		$385K Sell
3,199
-722
-18% -$83.7K 0.09% 32
2025
Q3 		$442K Sell
3,921
-2,973
-43% -$330K 0.11% 34
2025
Q2 		$743K Sell
6,894
-8,536
-55% -$912K 0.2% 34
2025
Q1 		$1.84M Buy
15,430
+445
+3% +$49.2K 0.54% 28
2024
Q4 		$1.61M Sell
14,985
-2,274
-13% -$266K 0.54% 30
2024
Q3 		$2.02M Sell
17,259
-10,672
-38% -$1.23M 0.66% 27
2024
Q2 		$3.22M Buy
27,931
+1,494
+6% +$174K 1.22% 18
2024
Q1 		$3.07M Buy
26,437
+514
+2% +$53.8K 1.25% 19
2023
Q4 		$2.59M Buy
25,923
+171
+0.7% +$18K 1.35% 20
2023
Q3 		$3.03M Sell
25,752
-242
-0.9% -$26.5K 2.15% 11
2023
Q2 		$2.79M Buy
25,994
+36
+0.1% +$3.93K 1.76% 17
2023
Q1 		$2.85M Sell
25,958
-1,908
-7% -$211K 1.99% 14
2022
Q4 		$3.07M Sell
27,866
-8,027
-22% -$860K 2.2% 11
2022
Q3 		$3.13M Sell
35,893
-1,777
-5% -$162K 2.44% 12
2022
Q2 		$3.23M Buy
37,670
+16
+0% +$1.44K 2.65% 11
2022
Q1 		$3.11M Sell
37,654
-8,936
-19% -$695K 2.6% 11
2021
Q4 		$2.85M Buy
46,590
+4,458
+11% +$279K 2.11% 15
2021
Q3 		$2.48M Buy
42,132
+1,301
+3% +$74.1K 2.02% 12
2021
Q2 		$2.58M Buy
40,831
+24,290
+147% +$1.45M 1.98% 13
2021
Q1 		$923K Sell
16,541
-52,854
-76% -$2.77M 0.75% 29
2020
Q4 		$2.12M Buy
+69,395
New +$2.6M 1.97% 14

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

AllGen Financial Advisors's XOM Position: Q2 2026 in Review

AllGen Financial Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,194 shares — an estimated $372K sold.

AllGen Financial Advisors first reported a position in XOM in Q4 2020 and held it in 22 quarters. The position peaked at $3.23M in Q2 2022. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • AllGen Financial Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • AllGen Financial Advisors sold 2,194 ExxonMobil shares in Q2 2026, an estimated $372K.
  • AllGen Financial Advisors first reported a position in ExxonMobil in Q4 2020 and held it in 22 quarters.
  • AllGen Financial Advisors's ExxonMobil position peaked at $3.23M in Q2 2022.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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