CVFG LLC’s ExxonMobil XOM Stock Holding History

CVFG LLC’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	$548K	Sell	4,010 -4	-0.1%	-$599	0.06%	185
2026 Q1	$681K	Buy	+4,014	New	+$586K	0.08%	167

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 $3.37T AUM 44.26% 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

CVFG LLC's XOM Position: Q2 2026 in Review

CVFG LLC reduced its ExxonMobil (XOM) stake by 0.1% in Q2 2026, selling an estimated $599 and leaving 4,010 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #185.

CVFG LLC first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $681K in Q1 2026. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

CVFG LLC held 4,010 shares of ExxonMobil worth $548K as of Q2 2026.
CVFG LLC sold 4 ExxonMobil shares in Q2 2026, an estimated $599.
ExxonMobil made up 0.06% of CVFG LLC's portfolio in Q2 2026, its #185 holding.
CVFG LLC first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
CVFG LLC's ExxonMobil position peaked at $681K in Q1 2026.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.