Coordinated Financial Services’s ExxonMobil XOM Stock Holding History

Coordinated Financial Services’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 Q1	$771K	Sell	4,546 -289	-6%	-$42.2K	0.44%	68
2025 Q4	$582K	Buy	4,835 +375	+8%	+$43.5K	0.33%	86
2025 Q3	$503K	Buy	4,460 +32	+0.7%	+$3.56K	0.32%	93
2025 Q2	$477K	Sell	4,428 -34	-0.8%	-$3.63K	0.33%	86
2025 Q1	$531K	Sell	4,462 -203	-4%	-$22.4K	0.41%	75
2024 Q4	$502K	Buy	+4,665	New	+$546K	0.39%	74
2024 Q2	$493K	Buy	4,281 +768	+22%	+$89.4K	0.42%	68
2024 Q1	$408K	Buy	+3,513	New	+$368K	0.36%	78

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coordinated Financial Services's XOM Position: Q1 2026 in Review

Coordinated Financial Services reduced its ExxonMobil (XOM) stake by 6% in Q1 2026, selling an estimated $42.2K and leaving 4,546 shares worth $771K. The position accounts for 0.44% of the portfolio, ranked #68.

Coordinated Financial Services first reported a position in XOM in Q1 2024 and has held it in 8 quarters since. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Coordinated Financial Services held 4,546 shares of ExxonMobil worth $771K as of Q1 2026.
Coordinated Financial Services sold 289 ExxonMobil shares in Q1 2026, an estimated $42.2K.
ExxonMobil made up 0.44% of Coordinated Financial Services's portfolio in Q1 2026, its #68 holding.
Coordinated Financial Services first reported a position in ExxonMobil in Q1 2024 and has held it in 8 quarters since.
4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.