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ERn Financial LLC’s ExxonMobil XOM Stock Holding History

ERn Financial 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 		$843K Buy
6,163
+25
+0.4% +$3.74K 0.14% 91
2026
Q1 		$1.04M Sell
6,138
-56
-0.9% -$8.17K 0.2% 73
2025
Q4 		$745K Buy
6,194
+39
+0.6% +$4.52K 0.14% 89
2025
Q3 		$694K Sell
6,155
-187
-3% -$20.8K 0.14% 86
2025
Q2 		$684K Sell
6,342
-5,475
-46% -$585K 0.14% 86
2025
Q1 		$1.41M Sell
11,817
-49
-0.4% -$5.42K 0.22% 75
2024
Q4 		$1.28M Sell
11,866
-124
-1% -$14.5K 0.19% 82
2024
Q3 		$1.41M Sell
11,990
-253
-2% -$29.2K 0.21% 75
2024
Q2 		$1.41M Buy
12,243
+264
+2% +$30.7K 0.23% 73
2024
Q1 		$1.39M Sell
11,979
-385
-3% -$40.3K 0.24% 75
2023
Q4 		$1.2M Sell
12,364
-18
-0.1% -$1.89K 0.23% 77
2023
Q3 		$1.46M Sell
12,382
-61
-0.5% -$6.69K 0.32% 68
2023
Q2 		$1.33M Buy
12,443
+16
+0.1% +$1.75K 0.28% 73
2023
Q1 		$1.36M Sell
12,427
-99
-0.8% -$10.9K 0.3% 71
2022
Q4 		$1.38M Sell
12,526
-485
-4% -$52K 0.31% 68
2022
Q3 		$1.14M Buy
13,011
+495
+4% +$45.2K 0.29% 68
2022
Q2 		$1.07M Sell
12,516
-994
-7% -$89.7K 0.26% 72
2022
Q1 		$1.12M Sell
13,510
-376
-3% -$29.2K 0.25% 72
2021
Q4 		$850K Sell
13,886
-526
-4% -$32.9K 0.19% 78
2021
Q3 		$848K Buy
14,412
+8,466
+142% +$482K 0.22% 68
2021
Q2 		$375K Buy
5,946
+144
+2% +$8.6K 0.13% 75
2021
Q1 		$324K Buy
5,802
+10
+0.2% +$524 0.13% 74
2020
Q4 		$239K Sell
5,792
-593
-9% -$22.2K 0.1% 79
2020
Q3 		$219K Buy
6,385
+536
+9% +$21.9K 0.1% 73
2020
Q2 		$262K Buy
5,849
+115
+2% +$5.16K 0.13% 64
2020
Q1 		$218K Sell
5,734
-21,746
-79% -$1.2M 0.14% 57
2019
Q4 		$1.92M Buy
27,480
+22,430
+444% +$1.55M 1.11% 24
2019
Q3 		$357K Buy
5,050
+18
+0.4% +$1.3K 0.25% 36
2019
Q2 		$386K Sell
5,032
-3,385
-40% -$262K 0.29% 37
2019
Q1 		$685K Buy
8,417
+2,766
+49% +$211K 0.41% 36
2018
Q4 		$385K Buy
+5,651
New +$443K 0.35% 44

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

ERn Financial LLC's XOM Position: Q2 2026 in Review

ERn Financial LLC increased its ExxonMobil (XOM) stake by 0.41% in Q2 2026, buying an estimated $3.74K and bringing the position to 6,163 shares worth $843K. The position accounts for 0.14% of the portfolio, ranked #91.

ERn Financial LLC first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.92M in Q4 2019. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • ERn Financial LLC held 6,163 shares of ExxonMobil worth $843K as of Q2 2026.
  • ERn Financial LLC bought 25 ExxonMobil shares in Q2 2026, an estimated $3.74K.
  • ExxonMobil made up 0.14% of ERn Financial LLC's portfolio in Q2 2026, its #91 holding.
  • ERn Financial LLC first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
  • ERn Financial LLC's ExxonMobil position peaked at $1.92M in Q4 2019.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.