Harmony Asset Management’s ExxonMobil XOM Stock Holding History

Harmony Asset Management’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	$1.83M	Sell	13,368 -1,038	-7%	-$155K	0.49%	52
2026 Q1	$2.44M	Buy	14,406 +392	+3%	+$57.2K	0.75%	35
2025 Q4	$1.69M	Buy	14,014 +219	+2%	+$25.4K	0.57%	44
2025 Q3	$1.56M	Buy	13,795 +125	+0.9%	+$13.9K	0.54%	50
2025 Q2	$1.47M	Buy	13,670 +59	+0.4%	+$6.31K	0.55%	52
2025 Q1	$1.62M	Sell	13,611 -5,022	-27%	-$555K	0.68%	42
2024 Q4	$2M	Sell	18,633 -9,226	-33%	-$1.08M	0.79%	36
2024 Q3	$3.27M	Sell	27,859 -4,986	-15%	-$576K	1.2%	20
2024 Q2	$3.78M	Sell	32,845 -60	-0.2%	-$6.99K	1.58%	13
2024 Q1	$3.82M	Sell	32,905 -9,124	-22%	-$955K	1.58%	14
2023 Q4	$4.2M	Buy	+42,029	New	+$4.42M	1.78%	13

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

Harmony Asset Management's XOM Position: Q2 2026 in Review

Harmony Asset Management reduced its ExxonMobil (XOM) stake by 7.2% in Q2 2026, selling an estimated $155K and leaving 13,368 shares worth $1.83M. The position accounts for 0.49% of the portfolio, ranked #52.

Harmony Asset Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.2M in Q4 2023. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Harmony Asset Management held 13,368 shares of ExxonMobil worth $1.83M as of Q2 2026.
Harmony Asset Management sold 1,038 ExxonMobil shares in Q2 2026, an estimated $155K.
ExxonMobil made up 0.49% of Harmony Asset Management's portfolio in Q2 2026, its #52 holding.
Harmony Asset Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's ExxonMobil position peaked at $4.2M in Q4 2023.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.