CGC Financial Services’s ExxonMobil XOM Stock Holding History

CGC Financial Services’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	$417K	Buy	3,048 +217	+8%	+$32.5K	0.09%	46
2026 Q1	$480K	Sell	2,831 -569	-17%	-$83K	0.14%	32
2025 Q4	$409K	Buy	3,400 +913	+37%	+$106K	0.11%	39
2025 Q3	$280K	Sell	2,487 -46	-2%	-$5.11K	0.08%	49
2025 Q2	$273K	Buy	2,533 +32	+1%	+$3.42K	0.09%	46
2025 Q1	$297K	Sell	2,501 -12	-0.5%	-$1.33K	0.12%	40
2024 Q4	$270K	Hold	2,513	–	–	0.11%	44
2024 Q3	$295K	Buy	2,513 +354	+16%	+$40.9K	0.12%	39
2024 Q2	$249K	Hold	2,159	–	–	0.11%	42
2024 Q1	$251K	Buy	2,159 +105	+5%	+$11K	0.13%	45
2023 Q4	$205K	Buy	2,054 +288	+16%	+$30.3K	0.09%	53
2023 Q3	$208K	Buy	1,766 +12	+0.7%	+$1.32K	0.15%	43
2023 Q2	$188K	Buy	+1,754	New	+$191K	0.12%	47

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CGC Financial Services's XOM Position: Q2 2026 in Review

CGC Financial Services increased its ExxonMobil (XOM) stake by 7.7% in Q2 2026, buying an estimated $32.5K and bringing the position to 3,048 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #46.

CGC Financial Services first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $480K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

CGC Financial Services held 3,048 shares of ExxonMobil worth $417K as of Q2 2026.
CGC Financial Services bought 217 ExxonMobil shares in Q2 2026, an estimated $32.5K.
ExxonMobil made up 0.09% of CGC Financial Services's portfolio in Q2 2026, its #46 holding.
CGC Financial Services first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's ExxonMobil position peaked at $480K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.