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Churchill Financial Advisors’s ExxonMobil XOM Stock Holding History

Churchill Financial Advisors’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 		$6.68M Sell
48,828
-1,381
-3% -$207K 1.29% 19
2026
Q1 		$8.52M Buy
50,209
+19,883
+66% +$2.9M 1.79% 13
2025
Q4 		$3.65M Buy
+30,326
New +$3.52M 1.12% 25

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

Churchill Financial Advisors's XOM Position: Q2 2026 in Review

Churchill Financial Advisors reduced its ExxonMobil (XOM) stake by 2.8% in Q2 2026, selling an estimated $207K and leaving 48,828 shares worth $6.68M. The position accounts for 1.29% of the portfolio, ranked #19.

Churchill Financial Advisors first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.52M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Churchill Financial Advisors held 48,828 shares of ExxonMobil worth $6.68M as of Q2 2026.
  • Churchill Financial Advisors sold 1,381 ExxonMobil shares in Q2 2026, an estimated $207K.
  • ExxonMobil made up 1.29% of Churchill Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Churchill Financial Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Churchill Financial Advisors's ExxonMobil position peaked at $8.52M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.