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Elevated Financial Group’s ExxonMobil XOM Stock Holding History

Elevated 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 		$401K Sell
2,933
-131
-4% -$19.6K 0.11% 92
2026
Q1 		$520K Buy
3,064
+184
+6% +$26.9K 0.17% 72
2025
Q4 		$347K Buy
+2,880
New +$334K 0.12% 93

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

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

Elevated Financial Group reduced its ExxonMobil (XOM) stake by 4.3% in Q2 2026, selling an estimated $19.6K and leaving 2,933 shares worth $401K. The position accounts for 0.11% of the portfolio, ranked #92.

Elevated Financial Group first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $520K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Elevated Financial Group held 2,933 shares of ExxonMobil worth $401K as of Q2 2026.
  • Elevated Financial Group sold 131 ExxonMobil shares in Q2 2026, an estimated $19.6K.
  • ExxonMobil made up 0.11% of Elevated Financial Group's portfolio in Q2 2026, its #92 holding.
  • Elevated Financial Group first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's ExxonMobil position peaked at $520K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.