Cannon Financial Strategists’s ExxonMobil XOM Stock Holding History

Cannon Financial Strategists’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 Q1	$1.12M	Buy	6,620 +1,650	+33%	+$241K	0.15%	46
2025 Q4	$598K	Sell	4,970 -445	-8%	-$51.6K	0.08%	55
2025 Q3	$611K	Buy	5,415 +45	+0.8%	+$5K	0.09%	57
2025 Q2	$579K	Hold	5,370	–	–	0.09%	58
2025 Q1	$639K	Hold	5,370	–	–	0.11%	54
2024 Q4	$578K	Hold	5,370	–	–	0.1%	56
2024 Q3	$629K	Hold	5,370	–	–	0.11%	58
2024 Q2	$618K	Hold	5,370	–	–	0.12%	51
2024 Q1	$624K	Buy	5,370 +361	+7%	+$37.8K	0.12%	52
2023 Q4	$501K	Sell	5,009 -13	-0.3%	-$1.37K	0.11%	56
2023 Q3	$590K	Buy	5,022 +52	+1%	+$5.7K	0.15%	50
2023 Q2	$533K	Buy	4,970 +700	+16%	+$76.4K	0.15%	54
2023 Q1	$468K	Hold	4,270	–	–	0.16%	47
2022 Q4	$471K	Hold	4,270	–	–	0.17%	44
2022 Q3	$373K	Hold	4,270	–	–	0.15%	51
2022 Q2	$366K	Sell	4,270 -100	-2%	-$9.02K	0.14%	56
2022 Q1	$361K	Hold	4,370	–	–	0.13%	49
2021 Q4	$267K	Hold	4,370	–	–	0.1%	58
2021 Q3	$257K	Buy	4,370 +100	+2%	+$5.7K	0.1%	59
2021 Q2	$269K	Hold	4,270	–	–	0.11%	55
2021 Q1	$238K	Buy	+4,270	New	+$224K	0.1%	54
2020 Q3	–	Sell	-4,658	Closed	-$208K	–	56
2020 Q2	$208K	Buy	+4,658	New	+$209K	0.13%	52
2020 Q1	–	Sell	-4,420	Closed	-$308K	–	53
2019 Q4	$308K	Sell	4,420 -500	-10%	-$34.6K	0.2%	41
2019 Q3	$347K	Buy	4,920 +342	+7%	+$24.7K	0.27%	38
2019 Q2	$351K	Hold	4,578	–	–	0.3%	33
2019 Q1	$370K	Buy	+4,578	New	+$349K	0.33%	34

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cannon Financial Strategists's XOM Position: Q1 2026 in Review

Cannon Financial Strategists increased its ExxonMobil (XOM) stake by 33% in Q1 2026, buying an estimated $241K and bringing the position to 6,620 shares worth $1.12M. The position accounts for 0.15% of the portfolio, ranked #46.

Cannon Financial Strategists first reported a position in XOM in Q1 2019 and has held it in 26 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Cannon Financial Strategists held 6,620 shares of ExxonMobil worth $1.12M as of Q1 2026.
Cannon Financial Strategists bought 1,650 ExxonMobil shares in Q1 2026, an estimated $241K.
ExxonMobil made up 0.15% of Cannon Financial Strategists's portfolio in Q1 2026, its #46 holding.
Cannon Financial Strategists first reported a position in ExxonMobil in Q1 2019 and has held it in 26 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.