Birch Financial Group’s ExxonMobil XOM Stock Holding History

Birch 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	$916K	Sell	6,700 -1,480	-18%	-$222K	0.47%	48
2026 Q1	$1.39M	Buy	8,180 +982	+14%	+$143K	0.81%	27
2025 Q4	$866K	Buy	7,198 +2,966	+70%	+$344K	0.49%	45
2025 Q3	$477K	Sell	4,232 -241	-5%	-$26.8K	0.28%	70
2025 Q2	$482K	Buy	4,473 +424	+10%	+$45.3K	0.39%	57
2025 Q1	$482K	Buy	4,049 +451	+13%	+$49.9K	0.43%	53
2024 Q4	$387K	Buy	+3,598	New	+$421K	0.44%	51

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

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

Birch Financial Group reduced its ExxonMobil (XOM) stake by 18% in Q2 2026, selling an estimated $222K and leaving 6,700 shares worth $916K. The position accounts for 0.47% of the portfolio, ranked #48.

Birch Financial Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Birch Financial Group held 6,700 shares of ExxonMobil worth $916K as of Q2 2026.
Birch Financial Group sold 1,480 ExxonMobil shares in Q2 2026, an estimated $222K.
ExxonMobil made up 0.47% of Birch Financial Group's portfolio in Q2 2026, its #48 holding.
Birch Financial Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's ExxonMobil position peaked at $1.39M in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.