Financial Symmetry’s ExxonMobil XOM Stock Holding History

Financial Symmetry’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	$206K	Buy	1,508 +188	+14%	+$28.1K	0.07%	65
2026 Q1	$204K	Buy	+1,320	New	+$193K	0.07%	60

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 Symmetry's XOM Position: Q2 2026 in Review

Financial Symmetry increased its ExxonMobil (XOM) stake by 14% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,508 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #65.

Financial Symmetry first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Financial Symmetry held 1,508 shares of ExxonMobil worth $206K as of Q2 2026.
Financial Symmetry bought 188 ExxonMobil shares in Q2 2026, an estimated $28.1K.
ExxonMobil made up 0.07% of Financial Symmetry's portfolio in Q2 2026, its #65 holding.
Financial Symmetry first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.