Cooper Financial Group’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.77M | Sell |
34,894
-2,504
| -7% | -$375K | 0.4% | 50 |
|
|
2026
Q1 | $6.34M | Buy |
37,398
+5,340
| +17% | +$779K | 0.64% | 31 |
|
|
2025
Q4 | $3.86M | Buy |
32,058
+516
| +2% | +$59.8K | 0.41% | 43 |
|
|
2025
Q3 | $3.56M | Sell |
31,542
-419
| -1% | -$46.6K | 0.39% | 43 |
|
|
2025
Q2 | $3.45M | Sell |
31,961
-3,145
| -9% | -$336K | 0.41% | 44 |
|
|
2025
Q1 | $4.18M | Sell |
35,106
-5,184
| -13% | -$573K | 0.55% | 37 |
|
|
2024
Q4 | $4.33M | Buy |
40,290
+732
| +2% | +$85.6K | 0.52% | 37 |
|
|
2024
Q3 | $4.64M | Buy |
39,558
+6,886
| +21% | +$795K | 0.6% | 31 |
|
|
2024
Q2 | $3.76M | Buy |
32,672
+12,645
| +63% | +$1.47M | 0.55% | 31 |
|
|
2024
Q1 | $2.33M | Sell |
20,027
-1,966
| -9% | -$206K | 0.38% | 47 |
|
|
2023
Q4 | $2.2M | Buy |
21,993
+952
| +5% | +$100K | 0.4% | 44 |
|
|
2023
Q3 | $2.47M | Sell |
21,041
-159
| -0.8% | -$17.4K | 0.59% | 31 |
|
|
2023
Q2 | $2.27M | Buy |
21,200
+120
| +0.6% | +$13.1K | 0.56% | 35 |
|
|
2023
Q1 | $2.31M | Sell |
21,080
-286
| -1% | -$31.6K | 0.62% | 30 |
|
|
2022
Q4 | $2.36M | Sell |
21,366
-740
| -3% | -$79.3K | 0.72% | 26 |
|
|
2022
Q3 | $1.93M | Buy |
22,106
+361
| +2% | +$33K | 0.69% | 30 |
|
|
2022
Q2 | $1.86M | Sell |
21,745
-582
| -3% | -$52.5K | 0.68% | 35 |
|
|
2022
Q1 | $1.84M | Buy |
22,327
+106
| +0.5% | +$8.24K | 0.7% | 32 |
|
|
2021
Q4 | $1.36M | Sell |
22,221
-1,174
| -5% | -$73.4K | 0.51% | 47 |
|
|
2021
Q3 | $1.38M | Sell |
23,395
-21
| -0.1% | -$1.2K | 0.29% | 58 |
|
|
2021
Q2 | $1.48M | Sell |
23,416
-470
| -2% | -$28.1K | 0.3% | 54 |
|
|
2021
Q1 | $1.33M | Sell |
23,886
-8,282
| -26% | -$434K | 0.3% | 50 |
|
|
2020
Q4 | $1.33M | Buy |
32,168
+7,128
| +28% | +$267K | 0.27% | 64 |
|
|
2020
Q3 | $860K | Sell |
25,040
-1,513
| -6% | -$61.9K | 0.25% | 58 |
|
|
2020
Q2 | $1.19M | Buy |
26,553
+108
| +0.4% | +$4.84K | 0.38% | 43 |
|
|
2020
Q1 | $1M | Buy |
26,445
+9,478
| +56% | +$523K | 0.42% | 40 |
|
|
2019
Q4 | $1.18M | Buy |
16,967
+6
| +0% | +$415 | 0.47% | 31 |
|
|
2019
Q3 | $1.2M | Buy |
16,961
+1,400
| +9% | +$101K | 0.54% | 29 |
|
|
2019
Q2 | $1.19M | Buy |
15,561
+8,954
| +136% | +$693K | 0.58% | 27 |
|
|
2019
Q1 | $534K | Buy |
6,607
+2,277
| +53% | +$174K | 0.29% | 52 |
|
|
2018
Q4 | $295K | Buy |
+4,330
| New | +$340K | 0.2% | 72 |
|
Other funds holding XOM
Cooper Financial Group's XOM Position: Q2 2026 in Review
Cooper Financial Group reduced its ExxonMobil (XOM) stake by 6.7% in Q2 2026, selling an estimated $375K and leaving 34,894 shares worth $4.77M. The position accounts for 0.4% of the portfolio, ranked #50.
Cooper Financial Group first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.34M in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Cooper Financial Group held 34,894 shares of ExxonMobil worth $4.77M as of Q2 2026.
- Cooper Financial Group sold 2,504 ExxonMobil shares in Q2 2026, an estimated $375K.
- ExxonMobil made up 0.4% of Cooper Financial Group's portfolio in Q2 2026, its #50 holding.
- Cooper Financial Group first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
- Cooper Financial Group's ExxonMobil position peaked at $6.34M in Q1 2026.
- 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.