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 Q2	$396K	Buy	2,895 +82	+3%	+$12.3K	0.06%	83
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 $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

Francis Financial's XOM Position: Q2 2026 in Review

Francis Financial increased its ExxonMobil (XOM) stake by 2.9% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,895 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #83.

Francis Financial first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. The position peaked at $477K in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Francis Financial held 2,895 shares of ExxonMobil worth $396K as of Q2 2026.
Francis Financial bought 82 ExxonMobil shares in Q2 2026, an estimated $12.3K.
ExxonMobil made up 0.06% of Francis Financial's portfolio in Q2 2026, its #83 holding.
Francis Financial first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
Francis Financial's ExxonMobil position peaked at $477K in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.