Founders Financial Securities’s ExxonMobil XOM Stock Holding History

Founders Financial Securities’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	-45,119	Closed	-$7M	–	580
2026 Q1	$7M	Sell	45,119 -12,572	-22%	-$1.83M	0.39%	52
2025 Q4	$6.94M	Buy	57,691 +4,290	+8%	+$498K	0.41%	51
2025 Q3	$6.02M	Sell	53,401 -1,553	-3%	-$173K	0.41%	53
2025 Q2	$5.92M	Buy	54,954 +5,205	+10%	+$556K	0.45%	53
2025 Q1	$5.4M	Buy	49,749 +7,563	+18%	+$836K	0.46%	46
2024 Q4	$4.54M	Buy	42,186 +2,059	+5%	+$241K	0.41%	55
2024 Q3	$4.7M	Sell	40,127 -1,507	-4%	-$174K	0.43%	51
2024 Q2	$4.79M	Buy	41,634 +16,797	+68%	+$1.96M	0.45%	49
2024 Q1	$2.89M	Sell	24,837 -486	-2%	-$50.8K	0.3%	72
2023 Q4	$2.53M	Buy	25,323 +2,392	+10%	+$251K	0.28%	74
2023 Q3	$2.7M	Buy	22,931 +817	+4%	+$89.6K	0.35%	63
2023 Q2	$2.37M	Sell	22,114 -2,990	-12%	-$326K	0.31%	71
2023 Q1	$2.75M	Sell	25,104 -622	-2%	-$68.8K	0.4%	58
2022 Q4	$2.84M	Sell	25,726 -199	-0.8%	-$21.3K	0.45%	56
2022 Q3	$2.26M	Buy	25,925 +6,030	+30%	+$551K	0.4%	56
2022 Q2	$1.7M	Sell	19,895 -126	-0.6%	-$11.4K	0.33%	67
2022 Q1	$1.65M	Sell	20,021 -860	-4%	-$66.8K	0.29%	72
2021 Q4	$1.28M	Buy	20,881 +135	+0.7%	+$8.44K	0.23%	89
2021 Q3	$1.22M	Buy	20,746 +133	+0.6%	+$7.58K	0.25%	87
2021 Q2	$1.3M	Sell	20,613 -1,131	-5%	-$67.5K	0.26%	85
2021 Q1	$1.21M	Sell	21,744 -2,231	-9%	-$117K	0.28%	71
2020 Q4	$988K	Sell	23,975 -3,827	-14%	-$143K	0.24%	77
2020 Q3	$954K	Sell	27,802 -14,644	-35%	-$599K	0.3%	56
2020 Q2	$1.86M	Buy	42,446 +13,110	+45%	+$588K	0.6%	39
2020 Q1	$1.11M	Buy	29,336 +6,725	+30%	+$371K	0.41%	35
2019 Q4	$1.58M	Buy	22,611 +1,623	+8%	+$112K	0.53%	38
2019 Q3	$1.48M	Buy	20,988 +493	+2%	+$35.6K	0.47%	45
2019 Q2	$1.57M	Sell	20,495 -7,479	-27%	-$579K	0.52%	38
2019 Q1	$2.26M	Sell	27,974 -17	-0.1%	-$1.3K	0.72%	35
2018 Q4	$1.91M	Buy	+27,991	New	+$2.2M	0.69%	32

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Founders Financial Securities's XOM Position: Q2 2026 in Review

Founders Financial Securities sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 45,119 shares — an estimated $7M sold.

Founders Financial Securities first reported a position in XOM in Q4 2018 and held it in 30 quarters. The position peaked at $7M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Founders Financial Securities reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Founders Financial Securities sold 45,119 ExxonMobil shares in Q2 2026, an estimated $7M.
Founders Financial Securities first reported a position in ExxonMobil in Q4 2018 and held it in 30 quarters.
Founders Financial Securities's ExxonMobil position peaked at $7M in Q1 2026.
2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.