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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Floyd Financial Group's XOM Position: Q2 2026 in Review

Floyd Financial Group reduced its ExxonMobil (XOM) stake by 14% in Q2 2026, selling an estimated $170K and leaving 7,091 shares worth $1.03M. The position accounts for 0.67% of the portfolio, ranked #40.

Floyd Financial Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Floyd Financial Group held 7,091 shares of ExxonMobil worth $1.03M as of Q2 2026.
Floyd Financial Group sold 1,137 ExxonMobil shares in Q2 2026, an estimated $170K.
ExxonMobil made up 0.67% of Floyd Financial Group's portfolio in Q2 2026, its #40 holding.
Floyd Financial Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Floyd Financial Group's ExxonMobil position peaked at $1.23M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.