Forum Finance Group’s ExxonMobil XOM Stock Holding History

Forum Finance 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	$706K	Buy	6,388 +1,354	+27%	+$203K	0.25%	87
2026 Q1	$658K	Buy	+5,034	New	+$735K	0.36%	67

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

Forum Finance Group's XOM Position: Q2 2026 in Review

Forum Finance Group increased its ExxonMobil (XOM) stake by 27% in Q2 2026, buying an estimated $203K and bringing the position to 6,388 shares worth $706K. The position accounts for 0.25% of the portfolio, ranked #87.

Forum Finance Group first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Forum Finance Group held 6,388 shares of ExxonMobil worth $706K as of Q2 2026.
Forum Finance Group bought 1,354 ExxonMobil shares in Q2 2026, an estimated $203K.
ExxonMobil made up 0.25% of Forum Finance Group's portfolio in Q2 2026, its #87 holding.
Forum Finance Group first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.