Fortem Financial Group’s ExxonMobil XOM Stock Holding History

Fortem 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	$213K	Sell	1,556 -426	-21%	-$63.8K	0.04%	178
2026 Q1	$336K	Buy	1,982 +241	+14%	+$35.2K	0.08%	141
2025 Q4	$210K	Sell	1,741 -263	-13%	-$30.5K	0.06%	160
2025 Q3	$226K	Sell	2,004 -177	-8%	-$19.7K	0.06%	152
2025 Q2	$235K	Sell	2,181 -4,888	-69%	-$523K	0.08%	148
2025 Q1	$841K	Sell	7,069 -1,829	-21%	-$202K	0.33%	85
2024 Q4	$957K	Buy	8,898 +402	+5%	+$47K	0.37%	76
2024 Q3	$996K	Buy	+8,496	New	+$981K	0.41%	78
2022 Q3	–	Sell	-5,740	Closed	-$492K	–	187
2022 Q2	$492K	Buy	+5,740	New	+$518K	0.32%	95
2021 Q1	–	Sell	-500	Closed	-$21K	–	442
2020 Q4	$21K	Buy	+500	New	+$18.7K	0.01%	312

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

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

Fortem Financial Group reduced its ExxonMobil (XOM) stake by 21% in Q2 2026, selling an estimated $63.8K and leaving 1,556 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #178.

Fortem Financial Group first reported a position in XOM in Q4 2020 and has held it in 10 quarters since. The position peaked at $996K in Q3 2024. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Fortem Financial Group held 1,556 shares of ExxonMobil worth $213K as of Q2 2026.
Fortem Financial Group sold 426 ExxonMobil shares in Q2 2026, an estimated $63.8K.
ExxonMobil made up 0.04% of Fortem Financial Group's portfolio in Q2 2026, its #178 holding.
Fortem Financial Group first reported a position in ExxonMobil in Q4 2020 and has held it in 10 quarters since.
Fortem Financial Group's ExxonMobil position peaked at $996K in Q3 2024.
4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.