Foundry Financial Group’s ExxonMobil XOM Stock Holding History

Foundry 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	-1,345	Closed	-$228K	–	82
2026 Q1	$228K	Buy	+1,345	New	+$196K	0.11%	61

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

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

Foundry Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,345 shares — an estimated $228K sold.

Foundry Financial Group first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Foundry Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Foundry Financial Group sold 1,345 ExxonMobil shares in Q2 2026, an estimated $228K.
Foundry Financial Group first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
Foundry Financial Group's ExxonMobil position peaked at $228K in Q1 2026.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.