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Elite Financial’s ExxonMobil XOM Stock Holding History

Elite Financial’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 		$228K Buy
1,668
+2
+0.1% +$299 0.09% 54
2026
Q1 		$282K Buy
1,666
+2
+0.1% +$292 0.13% 50
2025
Q4 		$200K Sell
1,664
-118
-7% -$13.7K 0.09% 54
2025
Q3 		$210K Sell
1,782
-650
-27% -$72.3K 0.1% 53
2025
Q2 		$261K Buy
2,432
+157
+7% +$16.8K 0.13% 47
2025
Q1 		$270K Sell
2,275
-262
-10% -$29K 0.14% 45
2024
Q4 		$272K Buy
+2,537
New +$297K 0.15% 44

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

Elite Financial's XOM Position: Q2 2026 in Review

Elite Financial increased its ExxonMobil (XOM) stake by 0.12% in Q2 2026, buying an estimated $299 and bringing the position to 1,668 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #54.

Elite Financial first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $282K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Elite Financial held 1,668 shares of ExxonMobil worth $228K as of Q2 2026.
  • Elite Financial bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
  • ExxonMobil made up 0.09% of Elite Financial's portfolio in Q2 2026, its #54 holding.
  • Elite Financial first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Elite Financial's ExxonMobil position peaked at $282K in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.