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Financial Strategies Group’s ExxonMobil XOM Stock Holding History

Financial Strategies 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 		$9.43M Buy
62,185
+2,879
+5% +$431K 1.5% 24
2026
Q1 		$8.79M Sell
59,306
-12,986
-18% -$1.9M 1.47% 23
2025
Q4 		$8.75M Buy
72,292
+2,250
+3% +$261K 1.58% 22
2025
Q3 		$7.97M Buy
70,042
+6,460
+10% +$718K 1.52% 21
2025
Q2 		$7.34M Buy
63,582
+4,025
+7% +$430K 1.53% 22
2025
Q1 		$6.14M Buy
59,557
+6,123
+11% +$677K 1.45% 21
2024
Q4 		$5.69M Buy
53,434
+2,976
+6% +$348K 1.36% 25
2024
Q3 		$6.26M Buy
50,458
+2,835
+6% +$327K 1.47% 24
2024
Q2 		$5.28M Buy
47,623
+6,664
+16% +$776K 1.33% 25
2024
Q1 		$4.96M Buy
40,959
+4,529
+12% +$474K 1.33% 24
2023
Q4 		$3.63M Buy
36,430
+6,373
+21% +$670K 1.04% 25
2023
Q3 		$3.35M Buy
30,057
+3,219
+12% +$353K 1.06% 20
2023
Q2 		$2.88M Buy
26,838
+7,133
+36% +$778K 0.92% 22
2023
Q1 		$2.16M Buy
19,705
+1,607
+9% +$178K 0.83% 23
2022
Q4 		$2M Sell
18,098
-746
-4% -$79.9K 0.83% 20
2022
Q3 		$1.65M Buy
18,844
+2,863
+18% +$261K 0.75% 23
2022
Q2 		$1.37M Buy
15,981
+1,027
+7% +$92.6K 0.57% 25
2022
Q1 		$1.24M Sell
14,954
-1,433
-9% -$111K 0.49% 25
2021
Q4 		$1M Buy
16,387
+1,479
+10% +$92.4K 0.41% 27
2021
Q3 		$877K Buy
14,908
+1,796
+14% +$102K 0.39% 28
2021
Q2 		$827K Buy
13,112
+1,209
+10% +$72.2K 0.38% 27
2021
Q1 		$665K Buy
11,903
+1,523
+15% +$79.8K 0.34% 30
2020
Q4 		$428K Buy
10,380
+3,449
+50% +$129K 0.24% 36
2020
Q3 		$238K Buy
6,931
+856
+14% +$35K 0.16% 51
2020
Q2 		$272K Buy
6,075
+382
+7% +$17.1K 0.2% 37
2020
Q1 		$216K Sell
5,693
-251
-4% -$13.9K 0.2% 38
2019
Q4 		$415K Buy
+5,944
New +$411K 0.33% 27

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 Strategies Group's XOM Position: Q2 2026 in Review

Financial Strategies Group increased its ExxonMobil (XOM) stake by 4.9% in Q2 2026, buying an estimated $431K and bringing the position to 62,185 shares worth $9.43M. The position accounts for 1.5% of the portfolio, ranked #24.

Financial Strategies Group first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Financial Strategies Group held 62,185 shares of ExxonMobil worth $9.43M as of Q2 2026.
  • Financial Strategies Group bought 2,879 ExxonMobil shares in Q2 2026, an estimated $431K.
  • ExxonMobil made up 1.5% of Financial Strategies Group's portfolio in Q2 2026, its #24 holding.
  • Financial Strategies Group first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • 4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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