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Benedict Financial Advisors’s ExxonMobil XOM Stock Holding History

Benedict 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 		$614K Sell
4,490
-670
-13% -$100K 0.12% 109
2026
Q1 		$875K Buy
5,160
+789
+18% +$115K 0.18% 101
2025
Q4 		$526K Sell
4,371
-65
-1% -$7.54K 0.11% 110
2025
Q3 		$500K Sell
4,436
-3,790
-46% -$421K 0.11% 108
2025
Q2 		$887K Buy
8,226
+8
+0.1% +$855 0.2% 98
2025
Q1 		$977K Sell
8,218
-3
-0% -$332 0.23% 95
2024
Q4 		$884K Sell
8,221
-262
-3% -$30.6K 0.21% 93
2024
Q3 		$994K Sell
8,483
-627
-7% -$72.4K 0.23% 95
2024
Q2 		$1.05M Buy
9,110
+965
+12% +$112K 0.27% 91
2024
Q1 		$947K Buy
8,145
+3,492
+75% +$365K 0.24% 94
2023
Q4 		$465K Sell
4,653
-247
-5% -$26K 0.13% 105
2023
Q3 		$576K Buy
4,900
+629
+15% +$69K 0.17% 100
2023
Q2 		$458K Buy
4,271
+26
+0.6% +$2.84K 0.13% 103
2023
Q1 		$465K Buy
4,245
+144
+4% +$15.9K 0.13% 102
2022
Q4 		$452K Sell
4,101
-931
-19% -$99.8K 0.13% 98
2022
Q3 		$439K Sell
5,032
-114
-2% -$10.4K 0.14% 102
2022
Q2 		$441K Buy
5,146
+1,019
+25% +$91.9K 0.13% 104
2022
Q1 		$341K Buy
4,127
+13
+0.3% +$1.01K 0.09% 108
2021
Q4 		$252K Sell
4,114
-154
-4% -$9.63K 0.07% 119
2021
Q3 		$251K Sell
4,268
-108
-2% -$6.16K 0.07% 116
2021
Q2 		$276K Sell
4,376
-31
-0.7% -$1.85K 0.08% 116
2021
Q1 		$246K Buy
+4,407
New +$231K 0.07% 119
2020
Q3 		– Sell
-20,723
Closed -$927K – 103
2020
Q2 		$927K Sell
20,723
-4,506
-18% -$202K 0.38% 75
2020
Q1 		$958K Sell
25,229
-2,543
-9% -$140K 0.45% 69
2019
Q4 		$1.94M Sell
27,772
-1,483
-5% -$103K 0.76% 48
2019
Q3 		$2.07M Sell
29,255
-1,560
-5% -$113K 0.85% 45
2019
Q2 		$2.36M Sell
30,815
-208
-0.7% -$16.1K 0.98% 42
2019
Q1 		$2.51M Sell
31,023
-91
-0.3% -$6.94K 1.09% 37
2018
Q4 		$2.12M Sell
31,114
-250
-0.8% -$19.6K 1.05% 39
2018
Q3 		$2.67M Sell
31,364
-358
-1% -$29.3K 1.2% 32
2018
Q2 		$2.62M Buy
31,722
+57
+0.2% +$4.54K 1.3% 30
2018
Q1 		$2.36M Sell
31,665
-681
-2% -$54.4K 1.19% 33
2017
Q4 		$2.71M Sell
32,346
-297
-0.9% -$24.6K 1.3% 30
2017
Q3 		$2.68M Sell
32,643
-101
-0.3% -$8.02K 1.37% 29
2017
Q2 		$2.62M Buy
32,744
+45
+0.1% +$3.68K 1.37% 29
2017
Q1 		$2.68M Buy
32,699
+651
+2% +$54.4K 1.46% 28
2016
Q4 		$2.89M Sell
32,048
-357
-1% -$31.2K 1.67% 24
2016
Q3 		$2.82M Buy
32,405
+520
+2% +$46.1K 1.65% 23
2016
Q2 		$2.99M Buy
31,885
+302
+1% +$26.7K 1.75% 21
2016
Q1 		$2.64M Sell
31,583
-24
-0.1% -$1.92K 1.61% 24
2015
Q4 		$2.46M Buy
31,607
+3,999
+14% +$320K 1.56% 25
2015
Q3 		$2.05M Buy
27,608
+3,451
+14% +$266K 1.42% 26
2015
Q2 		$1.96M Buy
24,157
+150
+0.6% +$12.9K 1.28% 30
2015
Q1 		$2.05M Buy
24,007
+473
+2% +$41.9K 1.32% 31
2014
Q4 		$2.15M Buy
+23,534
New +$2.19M 1.41% 28

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Benedict Financial Advisors reduced its ExxonMobil (XOM) stake by 13% in Q2 2026, selling an estimated $100K and leaving 4,490 shares worth $614K. The position accounts for 0.12% of the portfolio, ranked #109.

Benedict Financial Advisors first reported a position in XOM in Q4 2014 and has held it in 45 quarters since. The position peaked at $2.99M in Q2 2016. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Benedict Financial Advisors held 4,490 shares of ExxonMobil worth $614K as of Q2 2026.
  • Benedict Financial Advisors sold 670 ExxonMobil shares in Q2 2026, an estimated $100K.
  • ExxonMobil made up 0.12% of Benedict Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Benedict Financial Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 45 quarters since.
  • Benedict Financial Advisors's ExxonMobil position peaked at $2.99M in Q2 2016.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.