Frederick Financial Consultants’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$457K Sell
3,343
-1,209
-27% -$181K 0.19% 64
2026
Q1
$772K Buy
4,552
+713
+19% +$104K 0.38% 45
2025
Q4
$462K Buy
3,839
+78
+2% +$9.05K 0.25% 62
2025
Q3
$424K Buy
3,761
+10
+0.3% +$1.11K 0.24% 60
2025
Q2
$404K Sell
3,751
-298
-7% -$31.9K 0.25% 59
2025
Q1
$482K Buy
4,049
+729
+22% +$80.6K 0.35% 51
2024
Q4
$357K Buy
+3,320
New +$388K 0.29% 50

Other funds holding XOM

Frederick Financial Consultants's XOM Position: Q2 2026 in Review

Frederick Financial Consultants reduced its ExxonMobil (XOM) stake by 27% in Q2 2026, selling an estimated $181K and leaving 3,343 shares worth $457K. The position accounts for 0.19% of the portfolio, ranked #64.

Frederick Financial Consultants first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $772K in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Frederick Financial Consultants held 3,343 shares of ExxonMobil worth $457K as of Q2 2026.
  • Frederick Financial Consultants sold 1,209 ExxonMobil shares in Q2 2026, an estimated $181K.
  • ExxonMobil made up 0.19% of Frederick Financial Consultants's portfolio in Q2 2026, its #64 holding.
  • Frederick Financial Consultants first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Frederick Financial Consultants's ExxonMobil position peaked at $772K in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.