Copley Financial Group’s ExxonMobil XOM Stock Holding History

Copley Financial Group’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	–	Sell	-4,846	Closed	-$822K	–	124
2026 Q1	$822K	Buy	4,846 +1,279	+36%	+$187K	0.5%	27
2025 Q4	$429K	Sell	3,567 -157	-4%	-$18.2K	0.27%	61
2025 Q3	$420K	Sell	3,724 -14	-0.4%	-$1.56K	0.29%	64
2025 Q2	$403K	Sell	3,738 -287	-7%	-$30.7K	0.3%	69
2025 Q1	$479K	Sell	4,025 -1	-0%	-$111	0.37%	61
2024 Q4	$433K	Buy	4,026 +89	+2%	+$10.4K	0.33%	71
2024 Q3	$461K	Buy	+3,937	New	+$455K	0.42%	67

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 $3.38T AUM 44.17% 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

Copley Financial Group's XOM Position: Q2 2026 in Review

Copley Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,846 shares — an estimated $822K sold.

Copley Financial Group first reported a position in XOM in Q3 2024 and held it in 7 quarters. The position peaked at $822K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Copley Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Copley Financial Group sold 4,846 ExxonMobil shares in Q2 2026, an estimated $822K.
Copley Financial Group first reported a position in ExxonMobil in Q3 2024 and held it in 7 quarters.
Copley Financial Group's ExxonMobil position peaked at $822K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.