Alpha Financial Partners’s ExxonMobil XOM Stock Holding History

Alpha Financial Partners’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	$649K	Sell	4,747 -219	-4%	-$32.8K	0.34%	46
2026 Q1	$843K	Buy	4,966 +53	+1%	+$7.73K	0.5%	32
2025 Q4	$591K	Buy	4,913 +336	+7%	+$39K	0.36%	43
2025 Q3	$516K	Buy	4,577 +37	+0.8%	+$4.11K	0.34%	48
2025 Q2	$489K	Sell	4,540 -108	-2%	-$11.5K	0.35%	47
2025 Q1	$553K	Sell	4,648 -277	-6%	-$30.6K	0.44%	34
2024 Q4	$530K	Buy	+4,925	New	+$576K	0.42%	34
2024 Q3	–	Sell	-4,632	Closed	-$533K	–	159
2024 Q2	$533K	Sell	4,632 -154	-3%	-$17.9K	0.46%	34
2024 Q1	$556K	Buy	4,786 +33	+0.7%	+$3.45K	0.51%	31
2023 Q4	$475K	Sell	4,753 -614	-11%	-$64.5K	0.47%	30
2023 Q3	$631K	Sell	5,367 -19	-0.4%	-$2.08K	0.73%	26
2023 Q2	$578K	Buy	5,386 +56	+1%	+$6.11K	0.62%	31
2023 Q1	$584K	Buy	5,330 +697	+15%	+$77.1K	0.66%	30
2022 Q4	$511K	Buy	+4,633	New	+$496K	0.62%	31

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

Alpha Financial Partners's XOM Position: Q2 2026 in Review

Alpha Financial Partners reduced its ExxonMobil (XOM) stake by 4.4% in Q2 2026, selling an estimated $32.8K and leaving 4,747 shares worth $649K. The position accounts for 0.34% of the portfolio, ranked #46.

Alpha Financial Partners first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $843K in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Alpha Financial Partners held 4,747 shares of ExxonMobil worth $649K as of Q2 2026.
Alpha Financial Partners sold 219 ExxonMobil shares in Q2 2026, an estimated $32.8K.
ExxonMobil made up 0.34% of Alpha Financial Partners's portfolio in Q2 2026, its #46 holding.
Alpha Financial Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Partners's ExxonMobil position peaked at $843K in Q1 2026.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.