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Everhart Financial Group’s ExxonMobil XOM Stock Holding History

Everhart 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 		$5.45M Sell
39,836
-2,699
-6% -$404K 0.35% 36
2026
Q1 		$7.22M Buy
42,535
+5,600
+15% +$817K 0.61% 27
2025
Q4 		$4.44M Buy
36,935
+167
+0.5% +$19.4K 0.41% 32
2025
Q3 		$4.15M Buy
36,768
+2,825
+8% +$314K 0.42% 34
2025
Q2 		$3.66M Buy
33,943
+461
+1% +$49.3K 0.42% 33
2025
Q1 		$3.98M Buy
33,482
+2,462
+8% +$272K 0.54% 30
2024
Q4 		$3.34M Sell
31,020
-1,297
-4% -$152K 0.69% 29
2024
Q3 		$3.79M Buy
32,317
+2,864
+10% +$331K 0.84% 24
2024
Q2 		$3.39M Buy
29,453
+4,136
+16% +$482K 0.88% 24
2024
Q1 		$2.94M Buy
25,317
+4,541
+22% +$475K 0.86% 27
2023
Q4 		$2.08M Sell
20,776
-2,815
-12% -$296K 0.74% 31
2023
Q3 		$2.77M Buy
23,591
+3,960
+20% +$434K 1.18% 19
2023
Q2 		$2.11M Sell
19,631
-153
-0.8% -$16.7K 0.87% 28
2023
Q1 		$2.17M Buy
19,784
+1,284
+7% +$142K 0.97% 25
2022
Q4 		$2.04M Buy
18,500
+1,337
+8% +$143K 1.02% 23
2022
Q3 		$1.5M Buy
17,163
+1,155
+7% +$105K 0.83% 25
2022
Q2 		$1.37M Buy
16,008
+1,548
+11% +$140K 0.83% 27
2022
Q1 		$1.2M Buy
14,460
+3,182
+28% +$247K 0.69% 35
2021
Q4 		$690K Buy
11,278
+2,752
+32% +$172K 0.42% 50
2021
Q3 		$502K Sell
8,526
-1,887
-18% -$108K 0.34% 54
2021
Q2 		$656K Buy
10,413
+1,300
+14% +$77.6K 0.45% 46
2021
Q1 		$509K Sell
9,113
-1,361
-13% -$71.4K 0.45% 46
2020
Q4 		$431K Buy
+10,474
New +$393K 0.4% 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

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

Everhart Financial Group reduced its ExxonMobil (XOM) stake by 6.3% in Q2 2026, selling an estimated $404K and leaving 39,836 shares worth $5.45M. The position accounts for 0.35% of the portfolio, ranked #36.

Everhart Financial Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.22M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Everhart Financial Group held 39,836 shares of ExxonMobil worth $5.45M as of Q2 2026.
  • Everhart Financial Group sold 2,699 ExxonMobil shares in Q2 2026, an estimated $404K.
  • ExxonMobil made up 0.35% of Everhart Financial Group's portfolio in Q2 2026, its #36 holding.
  • Everhart Financial Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's ExxonMobil position peaked at $7.22M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.