Francis Financial’s ExxonMobil XOM Stock Holding History

Francis Financial’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 Q1	$477K	Buy	2,813 +314	+13%	+$45.8K	0.09%	67
2025 Q4	$301K	Buy	2,499 +735	+42%	+$85.2K	0.06%	88
2025 Q3	$281K	Buy	+1,764	New	+$196K	0.05%	100
2025 Q2	–	Sell	-1,854	Closed	-$221K	–	103
2025 Q1	$221K	Buy	+1,854	New	+$205K	0.05%	88

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Francis Financial's XOM Position: Q1 2026 in Review

Francis Financial increased its ExxonMobil (XOM) stake by 13% in Q1 2026, buying an estimated $45.8K and bringing the position to 2,813 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #67.

Francis Financial first reported a position in XOM in Q1 2025 and has held it in 4 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Francis Financial held 2,813 shares of ExxonMobil worth $477K as of Q1 2026.
Francis Financial bought 314 ExxonMobil shares in Q1 2026, an estimated $45.8K.
ExxonMobil made up 0.09% of Francis Financial's portfolio in Q1 2026, its #67 holding.
Francis Financial first reported a position in ExxonMobil in Q1 2025 and has held it in 4 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.