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Catalyst Financial Partners’s ExxonMobil XOM Stock Holding History

Catalyst Financial Partners’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 		$5.01M Sell
36,609
-2,675
-7% -$400K 0.5% 35
2026
Q1 		$6.66M Buy
39,284
+5,668
+17% +$827K 0.79% 22
2025
Q4 		$4.05M Buy
33,616
+4,139
+14% +$480K 0.45% 28
2025
Q3 		$3.32M Buy
29,477
+333
+1% +$37K 0.4% 32
2025
Q2 		$3.14M Sell
29,144
-1,123
-4% -$120K 0.34% 32
2025
Q1 		$3.6M Buy
30,267
+1,061
+4% +$117K 0.66% 26
2024
Q4 		$3.14M Buy
29,206
+1,259
+5% +$147K 0.59% 27
2024
Q3 		$3.28M Buy
27,947
+726
+3% +$83.8K 0.64% 25
2024
Q2 		$3.13M Buy
27,221
+3,207
+13% +$374K 0.69% 24
2024
Q1 		$2.85M Buy
24,014
+1,316
+6% +$138K 0.73% 23
2023
Q4 		$2.27M Sell
22,698
-38
-0.2% -$3.99K 0.64% 26
2023
Q3 		$2.67M Buy
22,736
+1,886
+9% +$207K 0.86% 22
2023
Q2 		$2.24M Buy
20,850
+695
+3% +$75.8K 0.8% 22
2023
Q1 		$2.21M Buy
20,155
+1,008
+5% +$111K 0.95% 20
2022
Q4 		$2.11M Buy
+19,147
New +$2.05M 1.09% 17

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

Catalyst Financial Partners's XOM Position: Q2 2026 in Review

Catalyst Financial Partners reduced its ExxonMobil (XOM) stake by 6.8% in Q2 2026, selling an estimated $400K and leaving 36,609 shares worth $5.01M. The position accounts for 0.5% of the portfolio, ranked #35.

Catalyst Financial Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.66M in Q1 2026. 4,262 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Catalyst Financial Partners held 36,609 shares of ExxonMobil worth $5.01M as of Q2 2026.
  • Catalyst Financial Partners sold 2,675 ExxonMobil shares in Q2 2026, an estimated $400K.
  • ExxonMobil made up 0.5% of Catalyst Financial Partners's portfolio in Q2 2026, its #35 holding.
  • Catalyst Financial Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's ExxonMobil position peaked at $6.66M in Q1 2026.
  • 4,262 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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