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Carr Financial Group’s ExxonMobil XOM Stock Holding History

Carr 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
Q1 		$356K Buy
2,101
+38
+2% +$5.54K 0.09% 126
2025
Q4 		$248K Sell
2,063
-36
-2% -$4.17K 0.07% 157
2025
Q3 		$237K Buy
2,099
+74
+4% +$8.23K 0.07% 166
2025
Q2 		$218K Buy
2,025
+4
+0.2% +$428 0.06% 177
2025
Q1 		$240K Buy
+2,021
New +$224K 0.08% 157
2024
Q4 		– Sell
-1,746
Closed -$205K – 205
2024
Q3 		$205K Buy
+1,746
New +$202K 0.06% 194

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carr Financial Group's XOM Position: Q1 2026 in Review

Carr Financial Group increased its ExxonMobil (XOM) stake by 1.8% in Q1 2026, buying an estimated $5.54K and bringing the position to 2,101 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #126.

Carr Financial Group first reported a position in XOM in Q3 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Carr Financial Group held 2,101 shares of ExxonMobil worth $356K as of Q1 2026.
  • Carr Financial Group bought 38 ExxonMobil shares in Q1 2026, an estimated $5.54K.
  • ExxonMobil made up 0.09% of Carr Financial Group's portfolio in Q1 2026, its #126 holding.
  • Carr Financial Group first reported a position in ExxonMobil in Q3 2024 and has held it in 6 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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