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Henderson Brothers Financial Partners’s ExxonMobil XOM Stock Holding History

Henderson Brothers Financial Partners’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 		$542K Sell
3,968
-3,938
-50% -$589K 0.26% 46
2026
Q1 		$1.34M Buy
+7,906
New +$1.15M 0.34% 35
2025
Q1 		$491K Buy
+4,083
New +$452K 0.25% 40

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Henderson Brothers Financial Partners's XOM Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its ExxonMobil (XOM) stake by 50% in Q2 2026, selling an estimated $589K and leaving 3,968 shares worth $542K. The position accounts for 0.26% of the portfolio, ranked #46.

Henderson Brothers Financial Partners first reported a position in XOM in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Henderson Brothers Financial Partners held 3,968 shares of ExxonMobil worth $542K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 3,938 ExxonMobil shares in Q2 2026, an estimated $589K.
  • ExxonMobil made up 0.26% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #46 holding.
  • Henderson Brothers Financial Partners first reported a position in ExxonMobil in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's ExxonMobil position peaked at $1.34M in Q1 2026.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.