Burkett Financial Services’s ExxonMobil XOM Stock Holding History

Burkett Financial Services’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	$272K	Sell	1,992 -60	-3%	-$8.98K	0.09%	42
2026 Q1	$348K	Buy	2,052 +14	+0.7%	+$2.04K	0.12%	41
2025 Q4	$245K	Buy	2,038 +17	+0.8%	+$1.97K	0.08%	46
2025 Q3	$228K	Buy	2,021 +17	+0.8%	+$1.89K	0.08%	50
2025 Q2	$216K	Buy	2,004 +19	+1%	+$2.03K	0.08%	51
2025 Q1	$236K	Buy	1,985 +17	+0.9%	+$1.88K	0.1%	45
2024 Q4	$212K	Buy	1,968 +73	+4%	+$8.54K	0.09%	47
2024 Q3	$222K	Buy	1,895 +5	+0.3%	+$577	0.09%	45
2024 Q2	$218K	Buy	1,890 +5	+0.3%	+$582	0.11%	41
2024 Q1	$219K	Buy	1,885 +5	+0.3%	+$523	0.11%	42
2023 Q4	$188K	Buy	+1,880	New	+$198K	0.1%	44

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Burkett Financial Services's XOM Position: Q2 2026 in Review

Burkett Financial Services reduced its ExxonMobil (XOM) stake by 2.9% in Q2 2026, selling an estimated $8.98K and leaving 1,992 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #42.

Burkett Financial Services first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $348K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Burkett Financial Services held 1,992 shares of ExxonMobil worth $272K as of Q2 2026.
Burkett Financial Services sold 60 ExxonMobil shares in Q2 2026, an estimated $8.98K.
ExxonMobil made up 0.09% of Burkett Financial Services's portfolio in Q2 2026, its #42 holding.
Burkett Financial Services first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's ExxonMobil position peaked at $348K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.