Concord Asset Management (Virginia)’s ExxonMobil XOM Stock Holding History

Concord Asset Management (Virginia)’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	$4.29M	Buy	31,396 +397	+1%	+$59.4K	0.66%	36
2026 Q1	$5.26M	Sell	30,999 -2,969	-9%	-$433K	0.89%	27
2025 Q4	$4.09M	Buy	33,968 +689	+2%	+$79.9K	0.71%	30
2025 Q3	$3.75M	Sell	33,279 -3,644	-10%	-$405K	0.68%	32
2025 Q2	$3.98M	Buy	36,923 +4,243	+13%	+$454K	0.6%	34
2025 Q1	$3.51M	Sell	32,680 -10,003	-23%	-$1.11M	0.77%	32
2024 Q4	$4.59M	Buy	42,683 +3,949	+10%	+$462K	1.01%	24
2024 Q3	$4.54M	Buy	38,734 +3,427	+10%	+$396K	1.03%	26
2024 Q2	$4.06M	Buy	35,307 +1,525	+5%	+$178K	1.01%	26
2024 Q1	$3.93M	Buy	33,782 +4,826	+17%	+$505K	1.03%	25
2023 Q4	$2.89M	Buy	28,956 +10,886	+60%	+$1.14M	0.85%	29
2023 Q3	$2.12M	Sell	18,070 -1,175	-6%	-$129K	0.71%	26
2023 Q2	$2.06M	Buy	19,245 +3,470	+22%	+$379K	0.73%	27
2023 Q1	$1.73M	Buy	15,775 +12,562	+391%	+$1.39M	0.71%	26
2022 Q4	$354K	Sell	3,213 -50	-2%	-$5.36K	0.24%	38
2022 Q3	$285K	Hold	3,263	–	–	0.22%	38
2022 Q2	$279K	Hold	3,263	–	–	0.2%	42
2022 Q1	$269K	Buy	+3,263	New	+$254K	0.18%	42

Other funds holding XOM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Concord Asset Management (Virginia)'s XOM Position: Q2 2026 in Review

Concord Asset Management (Virginia) increased its ExxonMobil (XOM) stake by 1.3% in Q2 2026, buying an estimated $59.4K and bringing the position to 31,396 shares worth $4.29M. The position accounts for 0.66% of the portfolio, ranked #36.

Concord Asset Management (Virginia) first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.26M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Concord Asset Management (Virginia) held 31,396 shares of ExxonMobil worth $4.29M as of Q2 2026.
Concord Asset Management (Virginia) bought 397 ExxonMobil shares in Q2 2026, an estimated $59.4K.
ExxonMobil made up 0.66% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #36 holding.
Concord Asset Management (Virginia) first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
Concord Asset Management (Virginia)'s ExxonMobil position peaked at $5.26M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.