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Curran Financial Partners’s ExxonMobil XOM Stock Holding History

Curran Financial Partners’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 		$1.2M Sell
8,757
-221
-2% -$33.1K 0.18% 63
2026
Q1 		$1.52M Buy
8,978
+115
+1% +$16.8K 0.27% 45
2025
Q4 		$1.07M Buy
8,863
+637
+8% +$73.9K 0.2% 62
2025
Q3 		$927K Sell
8,226
-325
-4% -$36.1K 0.18% 68
2025
Q2 		$922K Buy
8,551
+260
+3% +$27.8K 0.2% 62
2025
Q1 		$986K Buy
8,291
+1,810
+28% +$200K 0.24% 50
2024
Q4 		$697K Buy
6,481
+256
+4% +$29.9K 0.18% 56
2024
Q3 		$730K Buy
6,225
+28
+0.5% +$3.23K 0.21% 61
2024
Q2 		$713K Buy
6,197
+470
+8% +$54.7K 0.24% 59
2024
Q1 		$666K Buy
5,727
+289
+5% +$30.2K 0.23% 56
2023
Q4 		$542K Buy
5,438
+194
+4% +$20.4K 0.21% 55
2023
Q3 		$617K Buy
5,244
+47
+0.9% +$5.16K 0.27% 49
2023
Q2 		$557K Buy
5,197
+27
+0.5% +$2.95K 0.24% 52
2023
Q1 		$567K Buy
5,170
+314
+6% +$34.7K 0.27% 46
2022
Q4 		$536K Sell
4,856
-610
-11% -$65.4K 0.26% 48
2022
Q3 		$477K Sell
5,466
-1,108
-17% -$101K 0.24% 41
2022
Q2 		$563K Buy
6,574
+13
+0.2% +$1.17K 0.27% 43
2022
Q1 		$542K Sell
6,561
-134
-2% -$10.4K 0.22% 55
2021
Q4 		$410K Sell
6,695
-3,526
-34% -$220K 0.17% 53
2021
Q3 		$602K Buy
10,221
+23
+0.2% +$1.31K 0.31% 42
2021
Q2 		$643K Sell
10,198
-22
-0.2% -$1.31K 0.35% 40
2021
Q1 		$571K Buy
10,220
+1,225
+14% +$64.2K 0.41% 36
2020
Q4 		$371K Buy
+8,995
New +$337K 0.32% 43

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

Curran Financial Partners's XOM Position: Q2 2026 in Review

Curran Financial Partners reduced its ExxonMobil (XOM) stake by 2.5% in Q2 2026, selling an estimated $33.1K and leaving 8,757 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #63.

Curran Financial Partners first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.52M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Curran Financial Partners held 8,757 shares of ExxonMobil worth $1.2M as of Q2 2026.
  • Curran Financial Partners sold 221 ExxonMobil shares in Q2 2026, an estimated $33.1K.
  • ExxonMobil made up 0.18% of Curran Financial Partners's portfolio in Q2 2026, its #63 holding.
  • Curran Financial Partners first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's ExxonMobil position peaked at $1.52M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.