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Forum Financial Management’s ExxonMobil XOM Stock Holding History

Forum Financial Management’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 		$4.08M Buy
29,810
+1,319
+5% +$197K 0.05% 62
2026
Q1 		$4.83M Sell
28,491
-66,745
-70% -$9.74M 0.07% 49
2025
Q4 		$11.5M Buy
95,236
+1,798
+2% +$209K 0.15% 37
2025
Q3 		$10.5M Buy
93,438
+6,626
+8% +$737K 0.14% 37
2025
Q2 		$9.36M Sell
86,812
-686
-0.8% -$73.3K 0.14% 35
2025
Q1 		$10.4M Buy
87,498
+299
+0.3% +$33.1K 0.17% 34
2024
Q4 		$9.38M Buy
87,199
+8,794
+11% +$1.03M 0.16% 39
2024
Q3 		$9.19M Buy
78,405
+1,504
+2% +$174K 0.15% 36
2024
Q2 		$8.85M Buy
76,901
+7,478
+11% +$871K 0.16% 35
2024
Q1 		$8.07M Sell
69,423
-795
-1% -$83.2K 0.14% 41
2023
Q4 		$7.02M Buy
70,218
+1,224
+2% +$129K 0.13% 39
2023
Q3 		$8.11M Buy
68,994
+1,396
+2% +$153K 0.18% 29
2023
Q2 		$7.25M Buy
67,598
+1,692
+3% +$185K 0.16% 31
2023
Q1 		$7.23M Sell
65,906
-369
-0.6% -$40.8K 0.21% 29
2022
Q4 		$7.31M Buy
66,275
+5,429
+9% +$582K 0.24% 26
2022
Q3 		$5.31M Sell
60,846
-8,349
-12% -$762K 0.26% 29
2022
Q2 		$5.93M Sell
69,195
-709
-1% -$64K 0.3% 21
2022
Q1 		$5.77M Sell
69,904
-469
-0.7% -$36.5K 0.28% 20
2021
Q4 		$4.31M Buy
+70,373
New +$4.4M 0.22% 27

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forum Financial Management's XOM Position: Q2 2026 in Review

Forum Financial Management increased its ExxonMobil (XOM) stake by 4.6% in Q2 2026, buying an estimated $197K and bringing the position to 29,810 shares worth $4.08M. The position accounts for 0.05% of the portfolio, ranked #62.

Forum Financial Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.5M in Q4 2025. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Forum Financial Management held 29,810 shares of ExxonMobil worth $4.08M as of Q2 2026.
  • Forum Financial Management bought 1,319 ExxonMobil shares in Q2 2026, an estimated $197K.
  • ExxonMobil made up 0.05% of Forum Financial Management's portfolio in Q2 2026, its #62 holding.
  • Forum Financial Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's ExxonMobil position peaked at $11.5M in Q4 2025.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.