Hoge Financial Services’s ExxonMobil XOM Stock Holding History

Hoge Financial Services’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	$777K	Sell	5,683 -107	-2%	-$16K	0.37%	30
2026 Q1	$982K	Sell	5,790 -56	-1%	-$8.17K	0.53%	23
2025 Q4	$703K	Buy	5,846 +304	+5%	+$35.3K	0.38%	31
2025 Q3	$625K	Sell	5,542 -60	-1%	-$6.67K	0.36%	32
2025 Q2	$605K	Buy	5,602 +112	+2%	+$12K	0.38%	29
2025 Q1	$653K	Buy	5,490 +406	+8%	+$44.9K	0.46%	25
2024 Q4	$547K	Buy	5,084 +773	+18%	+$90.4K	0.4%	28
2024 Q3	$505K	Buy	4,311 +115	+3%	+$13.3K	0.38%	29
2024 Q2	$483K	Buy	4,196 +380	+10%	+$44.3K	0.4%	29
2024 Q1	$444K	Buy	3,816 +344	+10%	+$36K	0.36%	31
2023 Q4	$347K	Buy	+3,472	New	+$365K	0.35%	34

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

Hoge Financial Services's XOM Position: Q2 2026 in Review

Hoge Financial Services reduced its ExxonMobil (XOM) stake by 1.8% in Q2 2026, selling an estimated $16K and leaving 5,683 shares worth $777K. The position accounts for 0.37% of the portfolio, ranked #30.

Hoge Financial Services first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $982K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Hoge Financial Services held 5,683 shares of ExxonMobil worth $777K as of Q2 2026.
Hoge Financial Services sold 107 ExxonMobil shares in Q2 2026, an estimated $16K.
ExxonMobil made up 0.37% of Hoge Financial Services's portfolio in Q2 2026, its #30 holding.
Hoge Financial Services first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Hoge Financial Services's ExxonMobil position peaked at $982K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.