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Fi3 Financial Advisors’s ExxonMobil XOM Stock Holding History

Fi3 Financial Advisors’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 		$396K Sell
1,547
-8,154
-84% -$1.22M 0.09% 122
2026
Q1 		$1.65M Buy
9,701
+1,139
+13% +$166K 0.48% 22
2025
Q4 		$1.03M Buy
8,562
+862
+11% +$100K 0.32% 35
2025
Q3 		$868K Buy
7,700
+404
+6% +$44.9K 0.29% 35
2025
Q2 		$787K Sell
7,296
-271
-4% -$29K 0.28% 34
2025
Q1 		$900K Sell
7,567
-383
-5% -$42.4K 0.37% 30
2024
Q4 		$855K Sell
7,950
-1,269
-14% -$148K 0.32% 35
2024
Q3 		$1.08M Buy
9,219
+287
+3% +$33.1K 0.43% 25
2024
Q2 		$1.03M Buy
8,932
+334
+4% +$38.9K 0.45% 23
2024
Q1 		$997K Buy
8,598
+1,447
+20% +$151K 0.46% 23
2023
Q4 		$715K Sell
7,151
-528
-7% -$55.5K 0.34% 31
2023
Q3 		$903K Buy
7,679
+1,003
+15% +$110K 0.49% 25
2023
Q2 		$716K Sell
6,676
-65
-1% -$7.09K 0.37% 28
2023
Q1 		$739K Buy
6,741
+98
+1% +$10.8K 0.39% 30
2022
Q4 		$733K Buy
6,643
+4,116
+163% +$441K 0.42% 31
2022
Q3 		$221K Buy
2,527
+26
+1% +$2.37K 0.2% 45
2022
Q2 		$212K Buy
+2,501
New +$226K 0.18% 46

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

Fi3 Financial Advisors's XOM Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its ExxonMobil (XOM) stake by 84% in Q2 2026, selling an estimated $1.22M and leaving 1,547 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #122.

Fi3 Financial Advisors first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.65M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Fi3 Financial Advisors held 1,547 shares of ExxonMobil worth $396K as of Q2 2026.
  • Fi3 Financial Advisors sold 8,154 ExxonMobil shares in Q2 2026, an estimated $1.22M.
  • ExxonMobil made up 0.09% of Fi3 Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • Fi3 Financial Advisors first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
  • Fi3 Financial Advisors's ExxonMobil position peaked at $1.65M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.