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
2023 Q2	–	Sell	-300	Closed	-$32.9K	–	175
2023 Q1	$32.9K	Buy	+300	New	+$33.2K	0.02%	166

Other funds holding XOM

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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. 1,972 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.
1,972 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.