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Forum Private Client Group’s ExxonMobil XOM Stock Holding History

Forum Private Client 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 		$299K Sell
2,186
-123
-5% -$18.4K 0.09% 68
2026
Q1 		$392K Buy
2,309
+67
+3% +$9.78K 0.13% 54
2025
Q4 		$270K Buy
2,242
+243
+12% +$28.2K 0.09% 68
2025
Q3 		$225K Sell
1,999
-33
-2% -$3.67K 0.08% 76
2025
Q2 		$219K Sell
2,032
-137
-6% -$14.6K 0.08% 78
2025
Q1 		$258K Sell
2,169
-20
-0.9% -$2.21K 0.11% 67
2024
Q4 		$236K Sell
2,189
-196
-8% -$22.9K 0.1% 69
2024
Q3 		$280K Buy
2,385
+100
+4% +$11.5K 0.12% 65
2024
Q2 		$263K Sell
2,285
-28
-1% -$3.26K 0.13% 61
2024
Q1 		$269K Sell
2,313
-2
-0.1% -$209 0.13% 62
2023
Q4 		$231K Buy
+2,315
New +$243K 0.12% 67
2023
Q3 		– Sell
-2,361
Closed -$253K – 72
2023
Q2 		$253K Buy
2,361
+24
+1% +$2.62K 0.15% 64
2023
Q1 		$256K Sell
2,337
-400
-15% -$44.2K 0.16% 63
2022
Q4 		$302K Sell
2,737
-114
-4% -$12.2K 0.21% 55
2022
Q3 		$249K Sell
2,851
-73
-2% -$6.67K 0.19% 56
2022
Q2 		$250K Buy
2,924
+173
+6% +$15.6K 0.18% 59
2022
Q1 		$227K Buy
+2,751
New +$214K 0.18% 57

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 Private Client Group's XOM Position: Q2 2026 in Review

Forum Private Client Group reduced its ExxonMobil (XOM) stake by 5.3% in Q2 2026, selling an estimated $18.4K and leaving 2,186 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #68.

Forum Private Client Group first reported a position in XOM in Q1 2022 and has held it in 17 quarters since. The position peaked at $392K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Forum Private Client Group held 2,186 shares of ExxonMobil worth $299K as of Q2 2026.
  • Forum Private Client Group sold 123 ExxonMobil shares in Q2 2026, an estimated $18.4K.
  • ExxonMobil made up 0.09% of Forum Private Client Group's portfolio in Q2 2026, its #68 holding.
  • Forum Private Client Group first reported a position in ExxonMobil in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's ExxonMobil position peaked at $392K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.