Financial Enhancement Group’s ExxonMobil XOM Stock Holding History

Financial Enhancement 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	$266K	Buy	1,945 +48	+3%	+$7.18K	0.03%	128
2026 Q1	$278K	Sell	1,897 -13,124	-87%	-$1.92M	0.03%	132
2025 Q4	$2.01M	Buy	15,021 +13,241	+744%	+$1.54M	0.26%	73
2025 Q3	$203K	Buy	+1,780	New	+$198K	0.03%	131
2024 Q4	–	Sell	-3,624	Closed	-$372K	–	153
2024 Q3	$372K	Buy	+3,624	New	+$418K	0.07%	106
2023 Q4	–	Sell	-3,549	Closed	-$390K	–	132
2023 Q3	$390K	Hold	3,549	–	–	0.08%	105
2023 Q2	$374K	Sell	3,549 -75	-2%	-$8.18K	0.07%	109
2023 Q1	$372K	Hold	3,624	–	–	0.07%	106
2022 Q4	$413K	Buy	3,624 +75	+2%	+$8.04K	0.08%	104
2022 Q3	$310K	Buy	3,549 +2,271	+178%	+$207K	0.07%	91
2022 Q2	$109K	Hold	1,278	–	–	0.02%	116
2022 Q1	$106K	Hold	1,278	–	–	0.02%	122
2021 Q4	$78K	Hold	1,278	–	–	0.01%	128
2021 Q3	$75K	Hold	1,278	–	–	0.01%	124
2021 Q2	$81K	Hold	1,278	–	–	0.02%	112
2021 Q1	$71K	Sell	1,278 -144	-10%	-$7.55K	0.01%	115
2020 Q4	$59K	Buy	1,422 +97	+7%	+$3.64K	0.01%	130
2020 Q3	$45K	Hold	1,325	–	–	0.01%	126
2020 Q2	$59K	Sell	1,325 -325	-20%	-$14.6K	0.01%	122
2020 Q1	$63K	Hold	1,650	–	–	0.02%	122
2019 Q4	$115K	Sell	1,650 -10	-0.6%	-$692	0.03%	98
2019 Q3	$117K	Sell	1,660 -500	-23%	-$36.2K	0.03%	92
2019 Q2	$166K	Hold	2,160	–	–	0.05%	92
2019 Q1	$175K	Sell	2,160 -74	-3%	-$5.64K	0.05%	91
2018 Q4	$190K	Hold	2,234	–	–	0.06%	89
2018 Q3	$190K	Hold	2,234	–	–	0.06%	89
2018 Q2	$185K	Sell	2,234 -276	-11%	-$22K	0.06%	85
2018 Q1	$187K	Buy	+2,510	New	+$201K	0.07%	83
2017 Q1	–	Sell	-2,299	Closed	-$208K	–	70
2016 Q4	$208K	Hold	2,299	–	–	0.11%	59
2016 Q3	$201K	Hold	2,299	–	–	0.11%	55
2016 Q2	$216K	Buy	+2,299	New	+$203K	0.13%	42

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Financial Enhancement Group increased its ExxonMobil (XOM) stake by 2.5% in Q2 2026, buying an estimated $7.18K and bringing the position to 1,945 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #128.

Financial Enhancement Group first reported a position in XOM in Q2 2016 and has held it in 31 quarters since. The position peaked at $2.01M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Financial Enhancement Group held 1,945 shares of ExxonMobil worth $266K as of Q2 2026.
Financial Enhancement Group bought 48 ExxonMobil shares in Q2 2026, an estimated $7.18K.
ExxonMobil made up 0.03% of Financial Enhancement Group's portfolio in Q2 2026, its #128 holding.
Financial Enhancement Group first reported a position in ExxonMobil in Q2 2016 and has held it in 31 quarters since.
Financial Enhancement Group's ExxonMobil position peaked at $2.01M in Q4 2025.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.