Delta Financial Advisors’s ExxonMobil XOM Stock Holding History

Delta Financial Advisors’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	$3.42M	Sell	25,022 -1,229	-5%	-$184K	0.81%	37
2026 Q1	$4.45M	Buy	26,251 +1,181	+5%	+$172K	1.16%	25
2025 Q4	$3.02M	Buy	25,070 +252	+1%	+$29.2K	0.78%	39
2025 Q3	$2.8M	Buy	24,818 +1,238	+5%	+$138K	0.79%	36
2025 Q2	$2.54M	Sell	23,580 -1,288	-5%	-$138K	0.89%	37
2025 Q1	$2.96M	Buy	24,868 +1,607	+7%	+$178K	1.11%	32
2024 Q4	$2.5M	Sell	23,261 -2,616	-10%	-$306K	0.93%	35
2024 Q3	$3.03M	Buy	25,877 +1,124	+5%	+$130K	1.1%	30
2024 Q2	$2.85M	Buy	24,753 +184	+0.7%	+$21.4K	1.1%	27
2024 Q1	$2.86M	Buy	24,569 +2,606	+12%	+$273K	1.13%	28
2023 Q4	$2.2M	Sell	21,963 -3,253	-13%	-$342K	0.95%	37
2023 Q3	$2.96M	Buy	25,216 +537	+2%	+$58.9K	1.34%	17
2023 Q2	$2.65M	Buy	24,679 +3,040	+14%	+$332K	1.17%	25
2023 Q1	$2.37M	Sell	21,639 -25	-0.1%	-$2.77K	1.14%	27
2022 Q4	$2.39M	Buy	21,664 +30	+0.1%	+$3.21K	1.16%	32
2022 Q3	$1.89M	Buy	21,634 +2,564	+13%	+$234K	1%	34
2022 Q2	$1.63M	Sell	19,070 -39	-0.2%	-$3.52K	0.81%	47
2022 Q1	$1.58M	Buy	19,109 +244	+1%	+$19K	0.67%	54
2021 Q4	$1.15M	Sell	18,865 -383	-2%	-$23.9K	0.47%	67
2021 Q3	$1.13M	Sell	19,248 -57	-0.3%	-$3.25K	0.5%	69
2021 Q2	$1.22M	Buy	19,305 +405	+2%	+$24.2K	0.54%	69
2021 Q1	$1.05M	Sell	18,900 -155	-0.8%	-$8.13K	0.49%	69
2020 Q4	$785K	Sell	19,055 -7,181	-27%	-$269K	0.39%	79
2020 Q3	$901K	Buy	26,236 +4,229	+19%	+$173K	0.5%	69
2020 Q2	$984K	Buy	22,007 +215	+1%	+$9.64K	0.58%	63
2020 Q1	$827K	Sell	21,792 -2,971	-12%	-$164K	0.57%	66
2019 Q4	$1.73M	Sell	24,763 -7,714	-24%	-$533K	0.68%	61
2019 Q3	$2.29M	Sell	32,477 -2,984	-8%	-$216K	0.93%	43
2019 Q2	$2.72M	Buy	+35,461	New	+$2.75M	1.12%	33

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

Delta Financial Advisors's XOM Position: Q2 2026 in Review

Delta Financial Advisors reduced its ExxonMobil (XOM) stake by 4.7% in Q2 2026, selling an estimated $184K and leaving 25,022 shares worth $3.42M. The position accounts for 0.81% of the portfolio, ranked #37.

Delta Financial Advisors first reported a position in XOM in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.45M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Delta Financial Advisors held 25,022 shares of ExxonMobil worth $3.42M as of Q2 2026.
Delta Financial Advisors sold 1,229 ExxonMobil shares in Q2 2026, an estimated $184K.
ExxonMobil made up 0.81% of Delta Financial Advisors's portfolio in Q2 2026, its #37 holding.
Delta Financial Advisors first reported a position in ExxonMobil in Q2 2019 and has held it in 29 quarters since.
Delta Financial Advisors's ExxonMobil position peaked at $4.45M in Q1 2026.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.