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Cardinal Strategic Wealth Guidance’s ExxonMobil XOM Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$386K Sell
2,820
-900
-24% -$135K 0.09% 47
2026
Q1 		$631K Buy
3,720
+68
+2% +$9.92K 0.17% 32
2025
Q4 		$439K Sell
3,652
-115
-3% -$13.3K 0.11% 41
2025
Q3 		$425K Hold
3,767
– – 0.11% 40
2025
Q2 		$406K Hold
3,767
– – 0.12% 39
2025
Q1 		$448K Sell
3,767
-601
-14% -$66.5K 0.14% 37
2024
Q4 		$470K Buy
4,368
+1,440
+49% +$168K 0.15% 42
2024
Q3 		$343K Buy
2,928
+61
+2% +$7.04K 0.11% 43
2024
Q2 		$330K Buy
2,867
+100
+4% +$11.6K 0.12% 43
2024
Q1 		$322K Sell
2,767
-171
-6% -$17.9K 0.12% 43
2023
Q4 		$294K Sell
2,938
-189
-6% -$19.9K 0.12% 53
2023
Q3 		$368K Buy
3,127
+192
+7% +$21.1K 0.17% 46
2023
Q2 		$315K Buy
2,935
+1
+0% +$109 0.14% 48
2023
Q1 		$322K Buy
2,934
+1
+0% +$111 0.15% 48
2022
Q4 		$323K Buy
2,933
+2
+0.1% +$214 0.16% 55
2022
Q3 		$256K Buy
2,931
+1
+0% +$91 0.14% 53
2022
Q2 		$251K Buy
2,930
+1
+0% +$90 0.13% 57
2022
Q1 		$242K Buy
+2,929
New +$228K 0.11% 64
2020
Q3 		– Sell
-5,526
Closed -$247K – 52
2020
Q2 		$247K Sell
5,526
-738
-12% -$33.1K 0.18% 48
2020
Q1 		$237K Sell
6,264
-397
-6% -$21.9K 0.22% 45
2019
Q4 		$465K Buy
+6,661
New +$461K 0.4% 39

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cardinal Strategic Wealth Guidance's XOM Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its ExxonMobil (XOM) stake by 24% in Q2 2026, selling an estimated $135K and leaving 2,820 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #47.

Cardinal Strategic Wealth Guidance first reported a position in XOM in Q4 2019 and has held it in 21 quarters since. The position peaked at $631K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 2,820 shares of ExxonMobil worth $386K as of Q2 2026.
  • Cardinal Strategic Wealth Guidance sold 900 ExxonMobil shares in Q2 2026, an estimated $135K.
  • ExxonMobil made up 0.09% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #47 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in ExxonMobil in Q4 2019 and has held it in 21 quarters since.
  • Cardinal Strategic Wealth Guidance's ExxonMobil position peaked at $631K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.