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Financial & Tax Architects’s ExxonMobil XOM Stock Holding History

Financial & Tax Architects’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 		$6.97M Sell
50,978
-2,676
-5% -$401K 1.47% 28
2026
Q1 		$9.1M Sell
53,654
-9,779
-15% -$1.43M 2.03% 10
2025
Q4 		$7.63M Sell
63,433
-2,286
-3% -$265K 1.72% 17
2025
Q3 		$7.41M Buy
65,719
+3,428
+6% +$381K 1.64% 24
2025
Q2 		$6.71M Buy
62,291
+2,969
+5% +$317K 1.63% 22
2025
Q1 		$7.06M Buy
59,322
+3,562
+6% +$394K 1.77% 21
2024
Q4 		$6M Buy
55,760
+3,360
+6% +$393K 1.53% 29
2024
Q3 		$6.14M Sell
52,400
-776
-1% -$89.6K 1.58% 29
2024
Q2 		$6.12M Buy
53,176
+1,967
+4% +$229K 1.64% 19
2024
Q1 		$5.95M Buy
51,209
+2,051
+4% +$215K 1.64% 20
2023
Q4 		$4.91M Buy
49,158
+213
+0.4% +$22.4K 1.45% 33
2023
Q3 		$5.75M Buy
48,945
+1,376
+3% +$151K 1.79% 15
2023
Q2 		$5.1M Buy
47,569
+1,386
+3% +$151K 1.57% 28
2023
Q1 		$5.06M Buy
46,183
+1,932
+4% +$214K 1.67% 21
2022
Q4 		$5.02M Sell
44,251
-8,504
-16% -$911K 1.71% 18
2022
Q3 		$4.61M Buy
52,755
+2,742
+5% +$250K 1.73% 20
2022
Q2 		$4.28M Sell
50,013
-5,433
-10% -$490K 1.62% 26
2022
Q1 		$4.58M Sell
55,446
-6,885
-11% -$535K 1.73% 17
2021
Q4 		$3.81M Buy
62,331
+2,291
+4% +$143K 1.56% 27
2021
Q3 		$3.53M Buy
60,040
+3,781
+7% +$215K 1.61% 19
2021
Q2 		$3.55M Buy
56,259
+3,659
+7% +$218K 1.74% 14
2021
Q1 		$2.94M Buy
+52,600
New +$2.76M 1.65% 15

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 & Tax Architects's XOM Position: Q2 2026 in Review

Financial & Tax Architects reduced its ExxonMobil (XOM) stake by 5% in Q2 2026, selling an estimated $401K and leaving 50,978 shares worth $6.97M. The position accounts for 1.47% of the portfolio, ranked #28.

Financial & Tax Architects first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.1M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Financial & Tax Architects held 50,978 shares of ExxonMobil worth $6.97M as of Q2 2026.
  • Financial & Tax Architects sold 2,676 ExxonMobil shares in Q2 2026, an estimated $401K.
  • ExxonMobil made up 1.47% of Financial & Tax Architects's portfolio in Q2 2026, its #28 holding.
  • Financial & Tax Architects first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's ExxonMobil position peaked at $9.1M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.