American Financial & Tax Strategies’s ExxonMobil XOM Stock Holding History

American Financial & Tax Strategies’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	$1.44M	Sell	10,558 -1,000	-9%	-$150K	0.65%	44
2026 Q1	$1.96M	Hold	11,558	–	–	0.95%	36
2025 Q4	$1.39M	Hold	11,558	–	–	0.69%	41
2025 Q3	$1.3M	Sell	11,558 -6	-0.1%	-$667	0.65%	46
2025 Q2	$1.25M	Buy	11,564 +7,389	+177%	+$790K	0.64%	45
2025 Q1	$497K	Hold	4,175	–	–	0.27%	65
2024 Q4	$449K	Buy	4,175 +116	+3%	+$13.6K	0.23%	69
2024 Q3	$476K	Hold	4,059	–	–	0.24%	70
2024 Q2	$467K	Hold	4,059	–	–	0.25%	71
2024 Q1	$472K	Hold	4,059	–	–	0.25%	70
2023 Q4	$406K	Buy	+4,059	New	+$427K	0.23%	71

Other funds holding XOM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

American Financial & Tax Strategies's XOM Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its ExxonMobil (XOM) stake by 8.7% in Q2 2026, selling an estimated $150K and leaving 10,558 shares worth $1.44M. The position accounts for 0.65% of the portfolio, ranked #44.

American Financial & Tax Strategies first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q1 2026. 3,284 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

American Financial & Tax Strategies held 10,558 shares of ExxonMobil worth $1.44M as of Q2 2026.
American Financial & Tax Strategies sold 1,000 ExxonMobil shares in Q2 2026, an estimated $150K.
ExxonMobil made up 0.65% of American Financial & Tax Strategies's portfolio in Q2 2026, its #44 holding.
American Financial & Tax Strategies first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's ExxonMobil position peaked at $1.96M in Q1 2026.
3,284 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.