Fortress Financial Group’s ExxonMobil XOM Stock Holding History

Fortress 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	–	Sell	-4,256	Closed	-$722K	–	93
2026 Q1	$722K	Buy	4,256 +28	+0.7%	+$4.09K	0.53%	32
2025 Q4	$509K	Buy	4,228 +36	+0.9%	+$4.17K	0.38%	38
2025 Q3	$473K	Buy	4,192 +37	+0.9%	+$4.11K	0.36%	39
2025 Q2	$448K	Buy	4,155 +140	+3%	+$15K	0.38%	38
2025 Q1	$478K	Buy	4,015 +33	+0.8%	+$3.65K	0.48%	39
2024 Q4	$428K	Buy	+3,982	New	+$466K	0.43%	38

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 $3.38T AUM 44.17% 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

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

Fortress Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,256 shares — an estimated $722K sold.

Fortress Financial Group first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $722K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Fortress Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Fortress Financial Group sold 4,256 ExxonMobil shares in Q2 2026, an estimated $722K.
Fortress Financial Group first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
Fortress Financial Group's ExxonMobil position peaked at $722K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.