FCU
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Financial Concepts Unlimited’s ExxonMobil XOM Stock Holding History

Financial Concepts Unlimited’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 		$260K Sell
1,901
-142
-7% -$21.3K 0.2% 38
2026
Q1 		$347K Buy
+2,043
New +$298K 0.31% 29

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

Financial Concepts Unlimited's XOM Position: Q2 2026 in Review

Financial Concepts Unlimited reduced its ExxonMobil (XOM) stake by 7% in Q2 2026, selling an estimated $21.3K and leaving 1,901 shares worth $260K. The position accounts for 0.2% of the portfolio, ranked #38.

Financial Concepts Unlimited first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $347K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Financial Concepts Unlimited held 1,901 shares of ExxonMobil worth $260K as of Q2 2026.
  • Financial Concepts Unlimited sold 142 ExxonMobil shares in Q2 2026, an estimated $21.3K.
  • ExxonMobil made up 0.2% of Financial Concepts Unlimited's portfolio in Q2 2026, its #38 holding.
  • Financial Concepts Unlimited first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Financial Concepts Unlimited's ExxonMobil position peaked at $347K in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.