Financial Advisory Partners’s ExxonMobil XOM Stock Holding History

Financial Advisory Partners’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	$2.99M	Sell	21,854 -51	-0.2%	-$7.63K	0.78%	42
2026 Q1	$3.72M	Sell	21,905 -883	-4%	-$129K	1.05%	35
2025 Q4	$2.74M	Sell	22,788 -72	-0.3%	-$8.35K	0.77%	44
2025 Q3	$2.58M	Buy	22,860 +1,491	+7%	+$166K	0.75%	45
2025 Q2	$2.3M	Sell	21,369 -345	-2%	-$36.9K	0.72%	45
2025 Q1	$2.58M	Buy	21,714 +2,236	+11%	+$247K	0.86%	44
2024 Q4	$2.1M	Sell	19,478 -125	-0.6%	-$14.6K	0.7%	46
2024 Q3	$2.3M	Buy	+19,603	New	+$2.26M	0.76%	46

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Advisory Partners's XOM Position: Q2 2026 in Review

Financial Advisory Partners reduced its ExxonMobil (XOM) stake by 0.23% in Q2 2026, selling an estimated $7.63K and leaving 21,854 shares worth $2.99M. The position accounts for 0.78% of the portfolio, ranked #42.

Financial Advisory Partners first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.72M in Q1 2026. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Financial Advisory Partners held 21,854 shares of ExxonMobil worth $2.99M as of Q2 2026.
Financial Advisory Partners sold 51 ExxonMobil shares in Q2 2026, an estimated $7.63K.
ExxonMobil made up 0.78% of Financial Advisory Partners's portfolio in Q2 2026, its #42 holding.
Financial Advisory Partners first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
Financial Advisory Partners's ExxonMobil position peaked at $3.72M in Q1 2026.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.