Floyd Financial Group’s ExxonMobil XOM Stock Holding History

Floyd Financial 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 Q3	$1.18M	Sell	6,793 -298	-4%	-$46.6K	0.74%	35
2026 Q2	$1.03M	Sell	7,091 -1,137	-14%	-$170K	0.67%	40
2026 Q1	$1.23M	Buy	8,228 +45	+0.5%	+$6.57K	0.82%	32
2025 Q4	$1.21M	Buy	8,183 +236	+3%	+$27.4K	0.82%	35
2025 Q3	$892K	Buy	7,947 +304	+4%	+$33.8K	0.66%	35
2025 Q2	$858K	Sell	7,643 -1,097	-13%	-$117K	0.79%	30
2025 Q1	$1.04M	Buy	8,740 +76	+0.9%	+$8.4K	0.94%	30
2024 Q4	$923K	Buy	+8,664	New	+$1.01M	0.76%	34

Other funds holding XOM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Floyd Financial Group's XOM Position: Q3 2026 in Review

Floyd Financial Group reduced its ExxonMobil (XOM) stake by 4.2% in Q3 2026, selling an estimated $46.6K and leaving 6,793 shares worth $1.18M. The position accounts for 0.74% of the portfolio, ranked #35.

Floyd Financial Group first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Floyd Financial Group held 6,793 shares of ExxonMobil worth $1.18M as of Q3 2026.
Floyd Financial Group sold 298 ExxonMobil shares in Q3 2026, an estimated $46.6K.
ExxonMobil made up 0.74% of Floyd Financial Group's portfolio in Q3 2026, its #35 holding.
Floyd Financial Group first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
Floyd Financial Group's ExxonMobil position peaked at $1.23M in Q1 2026.
4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.