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Financial Perspectives’s ExxonMobil XOM Stock Holding History

Financial Perspectives’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 		$237K Sell
1,733
-117
-6% -$17.5K 0.06% 155
2026
Q1 		$314K Sell
1,850
-1,292
-41% -$189K 0.09% 129
2025
Q4 		$378K Sell
3,142
-765
-20% -$88.7K 0.1% 114
2025
Q3 		$440K Sell
3,907
-249
-6% -$27.7K 0.12% 105
2025
Q2 		$448K Sell
4,156
-449
-10% -$48K 0.14% 94
2025
Q1 		$548K Sell
4,605
-1,101
-19% -$122K 0.19% 75
2024
Q4 		$614K Buy
5,706
+448
+9% +$52.4K 0.21% 72
2024
Q3 		$616K Hold
5,258
– – 0.21% 64
2024
Q2 		$605K Buy
5,258
+1
+0% +$116 0.22% 61
2024
Q1 		$611K Sell
5,257
-380
-7% -$39.8K 0.23% 62
2023
Q4 		$564K Buy
5,637
+1
+0% +$105 0.23% 62
2023
Q3 		$663K Sell
5,636
-198
-3% -$21.7K 0.3% 53
2023
Q2 		$626K Buy
5,834
+5
+0.1% +$546 0.28% 57
2023
Q1 		$639K Buy
5,829
+5
+0.1% +$553 0.31% 53
2022
Q4 		$642K Buy
5,824
+5
+0.1% +$536 0.33% 52
2022
Q3 		$508K Buy
5,819
+6
+0.1% +$548 0.28% 54
2022
Q2 		$498K Buy
5,813
+5
+0.1% +$451 0.28% 55
2022
Q1 		$480K Buy
5,808
+354
+6% +$27.5K 0.22% 67
2021
Q4 		$334K Hold
5,454
– – 0.16% 86
2021
Q3 		$321K Sell
5,454
-12
-0.2% -$684 0.16% 87
2021
Q2 		$345K Sell
5,466
-299,647
-98% -$17.9M 0.17% 91
2021
Q1 		$5.46M Buy
305,113
+299,649
+5,484% +$15.7M 0.27% 68
2020
Q4 		$225K Buy
5,464
+54
+1% +$2.02K 0.13% 109
2020
Q3 		$186K Buy
5,410
+1
+0% +$41 0.12% 103
2020
Q2 		$242K Sell
5,409
-197
-4% -$8.84K 0.17% 74
2020
Q1 		$213K Buy
5,606
+5
+0.1% +$276 0.17% 72
2019
Q4 		$391K Buy
+5,601
New +$387K 0.27% 48

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Perspectives's XOM Position: Q2 2026 in Review

Financial Perspectives reduced its ExxonMobil (XOM) stake by 6.3% in Q2 2026, selling an estimated $17.5K and leaving 1,733 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #155.

Financial Perspectives first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.46M in Q1 2021. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Financial Perspectives held 1,733 shares of ExxonMobil worth $237K as of Q2 2026.
  • Financial Perspectives sold 117 ExxonMobil shares in Q2 2026, an estimated $17.5K.
  • ExxonMobil made up 0.06% of Financial Perspectives's portfolio in Q2 2026, its #155 holding.
  • Financial Perspectives first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's ExxonMobil position peaked at $5.46M in Q1 2021.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.