Baron Financial Group’s ExxonMobil XOM Stock Holding History

Baron 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	$917K	Buy	6,711 +1	+0%	+$150	0.44%	35
2026 Q1	$1.14M	Hold	6,710	–	–	0.61%	33
2025 Q4	$807K	Buy	6,710 +65	+1%	+$7.54K	0.43%	34
2025 Q3	$749K	Hold	6,645	–	–	0.41%	35
2025 Q2	$716K	Sell	6,645 -25	-0.4%	-$2.67K	0.42%	35
2025 Q1	$793K	Hold	6,670	–	–	0.5%	33
2024 Q4	$717K	Hold	6,670	–	–	0.44%	35
2024 Q3	$782K	Hold	6,670	–	–	0.48%	34
2024 Q2	$768K	Sell	6,670 -750	-10%	-$87.4K	0.49%	34
2024 Q1	$863K	Hold	7,420	–	–	0.53%	34
2023 Q4	$742K	Sell	7,420 -100	-1%	-$10.5K	0.47%	34
2023 Q3	$884K	Hold	7,520	–	–	0.57%	34
2023 Q2	$807K	Sell	7,520 -74	-1%	-$8.07K	0.5%	34
2023 Q1	$833K	Buy	7,594 +124	+2%	+$13.7K	0.53%	35
2022 Q4	$824K	Hold	7,470	–	–	0.55%	36
2022 Q3	$652K	Sell	7,470 -85	-1%	-$7.76K	0.44%	37
2022 Q2	$647K	Sell	7,555 -100	-1%	-$9.02K	0.43%	31
2022 Q1	$632K	Buy	7,655 +100	+1%	+$7.77K	0.37%	32
2021 Q4	$462K	Hold	7,555	–	–	0.26%	33
2021 Q3	$444K	Sell	7,555 -500	-6%	-$28.5K	0.27%	35
2021 Q2	$508K	Hold	8,055	–	–	0.32%	35
2021 Q1	$450K	Sell	8,055 -150	-2%	-$7.86K	0.31%	35
2020 Q4	$338K	Sell	8,205 -100	-1%	-$3.75K	0.27%	36
2020 Q3	$285K	Buy	+8,305	New	+$340K	0.27%	35

Other funds holding XOM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Baron Financial Group increased its ExxonMobil (XOM) stake by 0.01% in Q2 2026, buying an estimated $150 and bringing the position to 6,711 shares worth $917K. The position accounts for 0.44% of the portfolio, ranked #35.

Baron Financial Group first reported a position in XOM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.14M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Baron Financial Group held 6,711 shares of ExxonMobil worth $917K as of Q2 2026.
Baron Financial Group bought 1 ExxonMobil share in Q2 2026, an estimated $150.
ExxonMobil made up 0.44% of Baron Financial Group's portfolio in Q2 2026, its #35 holding.
Baron Financial Group first reported a position in ExxonMobil in Q3 2020 and has held it in 24 quarters since.
Baron Financial Group's ExxonMobil position peaked at $1.14M in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.