Horizon Financial Services’s ExxonMobil XOM Stock Holding History

Horizon 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	$72.6K	Buy	531 +164	+45%	+$24.5K	0.03%	116
2026 Q1	$62.3K	Buy	367 +116	+46%	+$16.9K	0.03%	103
2025 Q4	$30.2K	Buy	251 +97	+63%	+$11.3K	0.01%	114
2025 Q3	$17.4K	Buy	154 +103	+202%	+$11.4K	0.01%	145
2025 Q2	$5.5K	Buy	51 +26	+104%	+$2.78K	﹤0.01%	160
2025 Q1	$2.97K	Buy	+25	New	+$2.77K	﹤0.01%	152
2021 Q1	–	Sell	-123	Closed	-$5K	–	141
2020 Q4	$5K	Hold	123	–	–	﹤0.01%	69
2020 Q3	$4K	Buy	+123	New	+$5.03K	﹤0.01%	70

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Horizon Financial Services increased its ExxonMobil (XOM) stake by 45% in Q2 2026, buying an estimated $24.5K and bringing the position to 531 shares worth $72.6K. The position accounts for 0.03% of the portfolio, ranked #116.

Horizon Financial Services first reported a position in XOM in Q3 2020 and has held it in 8 quarters since. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Horizon Financial Services held 531 shares of ExxonMobil worth $72.6K as of Q2 2026.
Horizon Financial Services bought 164 ExxonMobil shares in Q2 2026, an estimated $24.5K.
ExxonMobil made up 0.03% of Horizon Financial Services's portfolio in Q2 2026, its #116 holding.
Horizon Financial Services first reported a position in ExxonMobil in Q3 2020 and has held it in 8 quarters since.
2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.