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Ethos Financial Group’s ExxonMobil XOM Stock Holding History

Ethos 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 		$8.03M Buy
52,454
+433
+0.8% +$64.8K 0.54% 47
2026
Q1 		$8.35M Sell
52,021
-373
-0.7% -$54.4K 0.61% 41
2025
Q4 		$6.31M Sell
52,394
-1,473
-3% -$171K 0.47% 57
2025
Q3 		$6.07M Buy
53,867
+1,084
+2% +$121K 0.48% 56
2025
Q2 		$5.69M Sell
52,783
-4,021
-7% -$430K 0.49% 54
2025
Q1 		$6.23M Buy
56,804
+10,438
+23% +$1.15M 0.6% 44
2024
Q4 		$4.99M Buy
46,366
+80
+0.2% +$9.36K 0.65% 44
2024
Q3 		$5.43M Buy
46,286
+2,412
+5% +$279K 0.89% 32
2024
Q2 		$5.06M Buy
43,874
+1,283
+3% +$149K 0.89% 33
2024
Q1 		$4.95M Buy
42,591
+444
+1% +$46.5K 0.94% 33
2023
Q4 		$4.21M Buy
42,147
+671
+2% +$70.5K 0.9% 32
2023
Q3 		$4.88M Buy
41,476
+1,143
+3% +$125K 1.26% 29
2023
Q2 		$4.42M Hold
40,333
– – 1.49% 24
2023
Q1 		$4.42M Sell
40,333
-178
-0.4% -$19.7K 1.38% 25
2022
Q4 		$4.47M Buy
+40,511
New +$4.34M 1.51% 26

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 $3.38T AUM 44.17% 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

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

Ethos Financial Group increased its ExxonMobil (XOM) stake by 0.83% in Q2 2026, buying an estimated $64.8K and bringing the position to 52,454 shares worth $8.03M. The position accounts for 0.54% of the portfolio, ranked #47.

Ethos Financial Group first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.35M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Ethos Financial Group held 52,454 shares of ExxonMobil worth $8.03M as of Q2 2026.
  • Ethos Financial Group bought 433 ExxonMobil shares in Q2 2026, an estimated $64.8K.
  • ExxonMobil made up 0.54% of Ethos Financial Group's portfolio in Q2 2026, its #47 holding.
  • Ethos Financial Group first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's ExxonMobil position peaked at $8.35M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.