CFSG
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Community Financial Services Group’s ExxonMobil XOM Stock Holding History

Community Financial Services 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 		$23.8M Sell
174,947
-737
-0.4% -$110K 3.47% 6
2026
Q1 		$28.2M Buy
175,684
+3,011
+2% +$439K 4.97% 2
2025
Q4 		$20.8M Sell
172,673
-1,099
-0.6% -$127K 3.82% 4
2025
Q3 		$19.6M Buy
173,772
+2,296
+1% +$255K 3.59% 5
2025
Q2 		$18.5M Sell
171,476
-22,211
-11% -$2.37M 3.68% 5
2025
Q1 		$23M Sell
193,687
-1,306
-0.7% -$144K 4.99% 4
2024
Q4 		$21M Buy
194,993
+26,609
+16% +$3.11M 4.16% 4
2024
Q3 		$19.7M Buy
168,384
+3,113
+2% +$359K 4.04% 4
2024
Q2 		$19M Buy
165,271
+31,917
+24% +$3.72M 4.1% 4
2024
Q1 		$15.5M Buy
+133,354
New +$14M 3.53% 4
2023
Q3 		$19.3M Buy
+164,217
New +$18M 4.87% 2
2021
Q4 		$11.6M Buy
189,788
+1,481
+0.8% +$92.6K 2.91% 9
2021
Q3 		$11.1M Buy
188,307
+2,784
+2% +$159K 3.01% 9
2021
Q2 		$11.7M Buy
185,523
+86
+0% +$5.13K 3.27% 8
2021
Q1 		$10.4M Sell
185,437
-2,797
-1% -$147K 3.07% 10
2020
Q4 		$7.76M Buy
188,234
+10,150
+6% +$381K 2.44% 16
2020
Q3 		$6.11M Buy
178,084
+2,092
+1% +$85.5K 2.26% 18
2020
Q2 		$7.87M Sell
175,992
-9,239
-5% -$414K 2.99% 6
2020
Q1 		$7.03M Buy
185,231
+177,447
+2,280% +$9.8M 2.4% 12
2019
Q4 		$543K Sell
7,784
-123
-2% -$8.51K 0.14% 55
2019
Q3 		$558K Sell
7,907
-259
-3% -$18.7K 0.16% 53
2019
Q2 		$626K Sell
8,166
-619
-7% -$47.9K 0.21% 47
2019
Q1 		$710K Buy
8,785
+114
+1% +$8.69K 0.24% 46
2018
Q4 		$591K Sell
8,671
-4,623
-35% -$363K 0.22% 50
2018
Q3 		$1.13M Sell
13,294
-5,290
-28% -$433K 0.39% 45
2018
Q2 		$1.54M Sell
18,584
-610
-3% -$48.6K 0.55% 41
2018
Q1 		$1.43M Buy
19,194
+1,973
+11% +$158K 0.56% 43
2017
Q4 		$1.44M Sell
17,221
-816
-5% -$67.5K 0.56% 43
2017
Q3 		$1.48M Sell
18,037
-2,304
-11% -$183K 0.61% 44
2017
Q2 		$1.64M Sell
20,341
-280
-1% -$22.9K 0.72% 45
2017
Q1 		$1.69M Sell
20,621
-227
-1% -$19K 0.76% 43
2016
Q4 		$1.88M Sell
20,848
-822
-4% -$71.8K 0.89% 40
2016
Q3 		$1.89M Sell
21,670
-124
-0.6% -$11K 0.89% 41
2016
Q2 		$2.04M Buy
21,794
+4,351
+25% +$385K 1.01% 38
2016
Q1 		$1.46M Sell
17,443
-904
-5% -$72.4K 0.71% 45
2015
Q4 		$1.43M Sell
18,347
-1,787
-9% -$143K 0.7% 46
2015
Q3 		$1.5M Sell
20,134
-320
-2% -$24.7K 0.74% 45
2015
Q2 		$1.7M Sell
20,454
-211
-1% -$18.1K 0.81% 41
2015
Q1 		$1.76M Buy
20,665
+593
+3% +$52.6K 0.83% 42
2014
Q4 		$1.85M Sell
20,072
-765
-4% -$71.3K 0.85% 41
2014
Q3 		$1.96M Sell
20,837
-171
-0.8% -$17K 0.97% 39
2014
Q2 		$2.12M Sell
21,008
-1,795
-8% -$181K 1.05% 38
2014
Q1 		$2.23M Sell
22,803
-442
-2% -$42.1K 1.1% 39
2013
Q4 		$2.35M Sell
23,245
-706
-3% -$65.3K 1.27% 37
2013
Q3 		$2.06M Buy
23,951
+4,332
+22% +$391K 1.15% 38
2013
Q2 		$1.77M Buy
+19,619
New +$1.77M 1.05% 38

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Community Financial Services Group's XOM Position: Q2 2026 in Review

Community Financial Services Group reduced its ExxonMobil (XOM) stake by 0.42% in Q2 2026, selling an estimated $110K and leaving 174,947 shares worth $23.8M. The position accounts for 3.47% of the portfolio, ranked #6.

Community Financial Services Group first reported a position in XOM in Q2 2013 and has held it in 46 quarters since. The position peaked at $28.2M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Community Financial Services Group held 174,947 shares of ExxonMobil worth $23.8M as of Q2 2026.
  • Community Financial Services Group sold 737 ExxonMobil shares in Q2 2026, an estimated $110K.
  • ExxonMobil made up 3.47% of Community Financial Services Group's portfolio in Q2 2026, its #6 holding.
  • Community Financial Services Group first reported a position in ExxonMobil in Q2 2013 and has held it in 46 quarters since.
  • Community Financial Services Group's ExxonMobil position peaked at $28.2M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.