Financial Alternatives’s ExxonMobil XOM Stock Holding History

Financial Alternatives’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	$1.29M	Hold	9,451	–	–	0.64%	27
2026 Q1	$1.6M	Sell	9,451 -130	-1%	-$19K	0.86%	21
2025 Q4	$1.15M	Sell	9,581 -45	-0.5%	-$5.22K	0.67%	30
2025 Q3	$1.09M	Buy	9,626 +131	+1%	+$14.6K	0.66%	30
2025 Q2	$1.02M	Hold	9,495	–	–	0.67%	28
2025 Q1	$1.13M	Sell	9,495 -127	-1%	-$14K	0.81%	24
2024 Q4	$1.04M	Sell	9,622 -90	-0.9%	-$10.5K	0.73%	25
2024 Q3	$1.14M	Hold	9,712	–	–	0.8%	24
2024 Q2	$1.12M	Sell	9,712 -233	-2%	-$27.1K	0.84%	23
2024 Q1	$1.16M	Hold	9,945	–	–	0.89%	22
2023 Q4	$994K	Sell	9,945 -126	-1%	-$13.2K	0.84%	25
2023 Q3	$1.18M	Hold	10,071	–	–	1.1%	22
2023 Q2	$1.08M	Sell	10,071 -45	-0.4%	-$4.91K	0.98%	24
2023 Q1	$1.11M	Sell	10,116 -752	-7%	-$83.2K	1.06%	23
2022 Q4	$1.2M	Buy	+10,868	New	+$1.16M	1.19%	21

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 Alternatives's XOM Position: Q2 2026 in Review

Financial Alternatives held its ExxonMobil (XOM) position steady in Q2 2026 at 9,451 shares worth $1.29M. The position accounts for 0.64% of the portfolio, ranked #27.

Financial Alternatives first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.6M in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Financial Alternatives held 9,451 shares of ExxonMobil worth $1.29M as of Q2 2026.
Financial Alternatives left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.64% of Financial Alternatives's portfolio in Q2 2026, its #27 holding.
Financial Alternatives first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Financial Alternatives's ExxonMobil position peaked at $1.6M in Q1 2026.
4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.