CFCI
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Comprehensive Financial Consultants Institutional’s ExxonMobil XOM Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$360K Sell
2,630
-27
-1% -$4.04K 0.1% 154
2026
Q1 		$451K Hold
2,657
– – 0.13% 138
2025
Q4 		$320K Sell
2,657
-440
-14% -$51K 0.1% 151
2025
Q3 		$349K Sell
3,097
-863
-22% -$95.9K 0.11% 142
2025
Q2 		$427K Sell
3,960
-195
-5% -$20.8K 0.14% 136
2025
Q1 		$494K Sell
4,155
-1
-0% -$111 0.18% 126
2024
Q4 		$447K Sell
4,156
-599
-13% -$70.1K 0.16% 124
2024
Q3 		$557K Buy
4,755
+184
+4% +$21.2K 0.2% 116
2024
Q2 		$526K Buy
4,571
+976
+27% +$114K 0.21% 117
2024
Q1 		$418K Buy
3,595
+407
+13% +$42.6K 0.17% 124
2023
Q4 		$319K Sell
3,188
-177
-5% -$18.6K 0.15% 135
2023
Q3 		$396K Buy
3,365
+37
+1% +$4.06K 0.21% 114
2023
Q2 		$337K Hold
3,328
– – 0.18% 126
2023
Q1 		$365K Hold
3,328
– – 0.21% 118
2022
Q4 		$377K Hold
3,328
– – 0.23% 115
2022
Q3 		$334K Hold
3,328
– – 0.22% 119
2022
Q2 		$281K Hold
3,328
– – 0.2% 127
2022
Q1 		$305K Buy
3,328
+176
+6% +$13.7K 0.21% 124
2021
Q4 		$245K Buy
+3,152
New +$197K 0.16% 136

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's XOM Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its ExxonMobil (XOM) stake by 1% in Q2 2026, selling an estimated $4.04K and leaving 2,630 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #154.

Comprehensive Financial Consultants Institutional first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $557K in Q3 2024. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 2,630 shares of ExxonMobil worth $360K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 27 ExxonMobil shares in Q2 2026, an estimated $4.04K.
  • ExxonMobil made up 0.1% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #154 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's ExxonMobil position peaked at $557K in Q3 2024.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.