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Concorde Financial’s ExxonMobil XOM Stock Holding History

Concorde Financial’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 		$7.65M Buy
55,952
+94
+0.2% +$14.1K 6.16% 3
2026
Q1 		$9.48M Sell
55,858
-17
-0% -$2.48K 7.44% 1
2025
Q4 		$8.03M Sell
55,875
-3,935
-7% -$456K 6.23% 2
2025
Q3 		$6.74M Buy
59,810
+628
+1% +$69.8K 3.74% 9
2025
Q2 		$6.38M Buy
59,182
+125
+0.2% +$13.4K 3.77% 9
2025
Q1 		$7.02M Buy
59,057
+754
+1% +$83.4K 3.87% 7
2024
Q4 		$6.27M Buy
58,303
+338
+0.6% +$39.5K 3.73% 9
2024
Q3 		$6.79M Sell
57,965
-32,834
-36% -$3.79M 4% 4
2024
Q2 		$10.5M Buy
90,799
+39,948
+79% +$4.65M 6.87% 3
2024
Q1 		$5.91M Sell
50,851
-8,079
-14% -$845K 5.38% 8
2023
Q4 		$5.89M Buy
58,930
+49,130
+501% +$5.16M 4.03% 9
2023
Q3 		$1.15M Sell
9,800
-48,778
-83% -$5.35M 1.97% 7
2023
Q2 		$6.28M Sell
58,578
-121
-0.2% -$13.2K 4.11% 5
2023
Q1 		$6.44M Sell
58,699
-941
-2% -$104K 4.69% 5
2022
Q4 		$5.21M Hold
59,640
– – 3.51% 9
2022
Q3 		$5.21M Sell
59,640
-1,795
-3% -$164K 3.51% 9
2022
Q2 		$5.26M Sell
61,435
-6,162
-9% -$556K 5.88% 5
2022
Q1 		$5.74M Buy
67,597
+121
+0.2% +$9.41K 3.53% 8
2021
Q4 		$4.41M Buy
+67,476
New +$4.22M 2.77% 16

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concorde Financial's XOM Position: Q2 2026 in Review

Concorde Financial increased its ExxonMobil (XOM) stake by 0.17% in Q2 2026, buying an estimated $14.1K and bringing the position to 55,952 shares worth $7.65M. The position accounts for 6.16% of the portfolio, ranked #3.

Concorde Financial first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q2 2024. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Concorde Financial held 55,952 shares of ExxonMobil worth $7.65M as of Q2 2026.
  • Concorde Financial bought 94 ExxonMobil shares in Q2 2026, an estimated $14.1K.
  • ExxonMobil made up 6.16% of Concorde Financial's portfolio in Q2 2026, its #3 holding.
  • Concorde Financial first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Concorde Financial's ExxonMobil position peaked at $10.5M in Q2 2024.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Concorde Financial's 13F filing for Q2 2026, filed 14 Aug 2026.