Carter Financial Group’s ExxonMobil XOM Stock Holding History

Carter 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	$1.49M	Buy	10,929 +736	+7%	+$110K	0.77%	29
2026 Q1	$1.73M	Buy	10,193 +247	+2%	+$36K	1.07%	24
2025 Q4	$1.2M	Buy	9,946 +121	+1%	+$14K	0.71%	32
2025 Q3	$1.11M	Sell	9,825 -1,176	-11%	-$131K	0.67%	36
2025 Q2	$1.18M	Buy	+11,001	New	+$1.18M	0.77%	30
2022 Q1	$812K	Buy	+9,831	New	+$764K	1.09%	15

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

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

Carter Financial Group increased its ExxonMobil (XOM) stake by 7.2% in Q2 2026, buying an estimated $110K and bringing the position to 10,929 shares worth $1.49M. The position accounts for 0.77% of the portfolio, ranked #29.

Carter Financial Group first reported a position in XOM in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.73M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Carter Financial Group held 10,929 shares of ExxonMobil worth $1.49M as of Q2 2026.
Carter Financial Group bought 736 ExxonMobil shares in Q2 2026, an estimated $110K.
ExxonMobil made up 0.77% of Carter Financial Group's portfolio in Q2 2026, its #29 holding.
Carter Financial Group first reported a position in ExxonMobil in Q1 2022 and has held it in 6 quarters since.
Carter Financial Group's ExxonMobil position peaked at $1.73M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.