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Dynamic Financial Group’s ExxonMobil XOM Stock Holding History

Dynamic 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 		$332K Hold
2,426
– – 0.25% 52
2026
Q1 		$412K Hold
2,426
– – 0.34% 40
2025
Q4 		$292K Hold
2,426
– – 0.25% 49
2025
Q3 		$274K Buy
2,426
+23
+1% +$2.56K 0.24% 52
2025
Q2 		$259K Sell
2,403
-8
-0.3% -$855 0.25% 52
2025
Q1 		$287K Hold
2,411
– – 0.29% 40
2024
Q4 		$259K Buy
+2,411
New +$282K 0.26% 47

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Dynamic Financial Group held its ExxonMobil (XOM) position steady in Q2 2026 at 2,426 shares worth $332K. The position accounts for 0.25% of the portfolio, ranked #52.

Dynamic Financial Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $412K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Dynamic Financial Group held 2,426 shares of ExxonMobil worth $332K as of Q2 2026.
  • Dynamic Financial Group left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.25% of Dynamic Financial Group's portfolio in Q2 2026, its #52 holding.
  • Dynamic Financial Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Dynamic Financial Group's ExxonMobil position peaked at $412K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.