Holistic Financial Partners’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 | $924K | Sell |
6,761
-2,944
| -30% | -$441K | 0.56% | 37 |
|
|
2026
Q1 | $1.65M | Sell |
9,705
-516
| -5% | -$75.3K | 0.61% | 30 |
|
|
2025
Q4 | $1.23M | Sell |
10,221
-120
| -1% | -$13.9K | 0.45% | 37 |
|
|
2025
Q3 | $1.17M | Buy |
10,341
+249
| +2% | +$27.7K | 0.48% | 33 |
|
|
2025
Q2 | $1.09M | Buy |
10,092
+633
| +7% | +$67.7K | 0.48% | 34 |
|
|
2025
Q1 | $1.12M | Buy |
9,459
+21
| +0.2% | +$2.32K | 0.54% | 27 |
|
|
2024
Q4 | $1.02M | Buy |
9,438
+479
| +5% | +$56K | 0.5% | 30 |
|
|
2024
Q3 | $1.05M | Buy |
8,959
+185
| +2% | +$21.4K | 0.51% | 31 |
|
|
2024
Q2 | $1.01M | Buy |
8,774
+718
| +9% | +$83.6K | 0.51% | 30 |
|
|
2024
Q1 | $936K | Buy |
8,056
+452
| +6% | +$47.3K | 0.48% | 32 |
|
|
2023
Q4 | $760K | Buy |
7,604
+1,284
| +20% | +$135K | 0.46% | 32 |
|
|
2023
Q3 | $743K | Buy |
6,320
+135
| +2% | +$14.8K | 0.49% | 31 |
|
|
2023
Q2 | $663K | Buy |
6,185
+135
| +2% | +$14.7K | 0.46% | 33 |
|
|
2023
Q1 | $663K | Buy |
6,050
+50
| +0.8% | +$5.53K | 0.52% | 30 |
|
|
2022
Q4 | $662K | Buy |
+6,000
| New | +$643K | 0.59% | 24 |
|
|
2022
Q3 | – | Sell |
-6,014
| Closed | -$515K | – | 96 |
|
|
2022
Q2 | $515K | Sell |
6,014
-332
| -5% | -$29.9K | 0.49% | 32 |
|
|
2022
Q1 | $524K | Sell |
6,346
-1,467
| -19% | -$114K | 0.33% | 39 |
|
|
2021
Q4 | $478K | Buy |
7,813
+426
| +6% | +$26.6K | 0.28% | 50 |
|
|
2021
Q3 | $435K | Buy |
7,387
+518
| +8% | +$29.5K | 0.27% | 53 |
|
|
2021
Q2 | $433K | Sell |
6,869
-413
| -6% | -$24.7K | 0.26% | 58 |
|
|
2021
Q1 | $407K | Sell |
7,282
-122
| -2% | -$6.4K | 0.27% | 53 |
|
|
2020
Q4 | $305K | Sell |
7,404
-16
| -0.2% | -$600 | 0.21% | 69 |
|
|
2020
Q3 | $253K | Sell |
7,420
-160
| -2% | -$6.54K | 0.2% | 71 |
|
|
2020
Q2 | $339K | Buy |
7,580
+320
| +4% | +$14.4K | 0.29% | 40 |
|
|
2020
Q1 | $276K | Sell |
7,260
-108
| -1% | -$5.96K | 0.29% | 45 |
|
|
2019
Q4 | $514K | Buy |
7,368
+4
| +0.1% | +$277 | 0.31% | 42 |
|
|
2019
Q3 | $520K | Buy |
7,364
+1,354
| +23% | +$97.9K | 0.46% | 32 |
|
|
2019
Q2 | $461K | Sell |
6,010
-1,256
| -17% | -$97.2K | 0.46% | 29 |
|
|
2019
Q1 | $587K | Sell |
7,266
-533
| -7% | -$40.6K | 0.25% | 46 |
|
|
2018
Q4 | $532K | Buy |
7,799
+180
| +2% | +$14.1K | 0.55% | 24 |
|
|
2018
Q3 | $648K | Buy |
+7,619
| New | +$623K | 0.6% | 24 |
|
|
2018
Q2 | – | Sell |
-7,644
| Closed | -$570K | – | 374 |
|
|
2018
Q1 | $570K | Sell |
7,644
-100
| -1% | -$7.99K | 0.48% | 25 |
|
|
2017
Q4 | $648K | Buy |
+7,744
| New | +$640K | 0.53% | 24 |
|
Other funds holding XOM
FWIA
Holistic Financial Partners's XOM Position: Q2 2026 in Review
Holistic Financial Partners reduced its ExxonMobil (XOM) stake by 30% in Q2 2026, selling an estimated $441K and leaving 6,761 shares worth $924K. The position accounts for 0.56% of the portfolio, ranked #37.
Holistic Financial Partners first reported a position in XOM in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.65M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Holistic Financial Partners held 6,761 shares of ExxonMobil worth $924K as of Q2 2026.
- Holistic Financial Partners sold 2,944 ExxonMobil shares in Q2 2026, an estimated $441K.
- ExxonMobil made up 0.56% of Holistic Financial Partners's portfolio in Q2 2026, its #37 holding.
- Holistic Financial Partners first reported a position in ExxonMobil in Q4 2017 and has held it in 33 quarters since.
- Holistic Financial Partners's ExxonMobil position peaked at $1.65M in Q1 2026.
- 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.