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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
Q2 		$289K Buy
2,117
+16
+0.8% +$2.4K 0.07% 155
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 $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

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

Carr Financial Group increased its ExxonMobil (XOM) stake by 0.76% in Q2 2026, buying an estimated $2.4K and bringing the position to 2,117 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #155.

Carr Financial Group first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $356K in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Carr Financial Group held 2,117 shares of ExxonMobil worth $289K as of Q2 2026.
  • Carr Financial Group bought 16 ExxonMobil shares in Q2 2026, an estimated $2.4K.
  • ExxonMobil made up 0.07% of Carr Financial Group's portfolio in Q2 2026, its #155 holding.
  • Carr Financial Group first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
  • Carr Financial Group's ExxonMobil position peaked at $356K in Q1 2026.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.