SUCCESSION FINANCIAL, INC.’s ExxonMobil XOM Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$313K	Buy	+2,289	New	+$343K	0.3%	32

Other funds holding XOM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s XOM Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in ExxonMobil (XOM) in Q2 2026: 2,289 shares worth $313K. The stake represents 0.3% of the portfolio and ranks #32 among its holdings.

2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 2,289 shares of ExxonMobil worth $313K as of Q2 2026.
ExxonMobil was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
ExxonMobil made up 0.3% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #32 holding.
2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.