Finivi Inc’s ExxonMobil XOM Stock Holding History

Finivi Inc’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	–	Sell	-30,967	Closed	-$5.25M	–	118
2026 Q1	$5.25M	Buy	30,967 +2,559	+9%	+$373K	2.87%	9
2025 Q4	$3.42M	Sell	28,408 -252	-0.9%	-$29.2K	1.98%	16
2025 Q3	$3.23M	Buy	28,660 +1,034	+4%	+$115K	2.06%	16
2025 Q2	$2.98M	Buy	27,626 +854	+3%	+$91.3K	2.02%	18
2025 Q1	$3.18M	Buy	26,772 +508	+2%	+$56.2K	2.56%	13
2024 Q4	$2.83M	Buy	26,264 +309	+1%	+$36.1K	2.26%	14
2024 Q3	$3.04M	Sell	25,955 -592	-2%	-$68.4K	2.47%	14
2024 Q2	$3.06M	Buy	26,547 +1,751	+7%	+$204K	2.53%	13
2024 Q1	$2.88M	Buy	24,796 +896	+4%	+$93.7K	2.61%	12
2023 Q4	$2.39M	Buy	+23,900	New	+$2.51M	2.33%	14
2021 Q4	$1.43M	Buy	+23,334	New	+$1.46M	1.51%	22

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

Finivi Inc's XOM Position: Q2 2026 in Review

Finivi Inc sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 30,967 shares — an estimated $5.25M sold.

Finivi Inc first reported a position in XOM in Q4 2021 and held it in 11 quarters. The position peaked at $5.25M in Q1 2026. 4,191 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Finivi Inc reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Finivi Inc sold 30,967 ExxonMobil shares in Q2 2026, an estimated $5.25M.
Finivi Inc first reported a position in ExxonMobil in Q4 2021 and held it in 11 quarters.
Finivi Inc's ExxonMobil position peaked at $5.25M in Q1 2026.
4,191 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.