Houlihan Financial Resource Group’s ExxonMobil XOM Stock Holding History

Houlihan Financial Resource Group’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 Q1	$950K	Sell	5,599 -60	-1%	-$8.76K	0.37%	54
2025 Q4	$758K	Buy	5,659 +1,543	+37%	+$179K	0.29%	60
2025 Q3	$464K	Sell	4,116 -1,811	-31%	-$201K	0.41%	51
2025 Q2	$652K	Buy	5,927 +12	+0.2%	+$1.28K	0.27%	65
2025 Q1	$704K	Sell	5,915 -190	-3%	-$21K	0.32%	55
2024 Q4	$657K	Sell	6,105 -1,389	-19%	-$162K	0.28%	59
2024 Q3	$878K	Sell	7,494 -33	-0.4%	-$3.81K	0.36%	50
2024 Q2	$866K	Buy	7,527 +412	+6%	+$48K	0.59%	33
2024 Q1	$827K	Buy	7,115 +11	+0.2%	+$1.15K	0.37%	48
2023 Q4	$710K	Sell	7,104 -10	-0.1%	-$1.05K	0.34%	52
2023 Q3	$781K	Sell	7,114 -287,409	-98%	-$31.5M	0.42%	44
2023 Q2	$32.1M	Buy	294,523 +287,395	+4,032%	+$31.4M	1%	22
2023 Q1	$782K	Sell	7,128 -750	-10%	-$83K	0.43%	45
2022 Q4	$884K	Buy	7,878 +10	+0.1%	+$1.07K	0.51%	43
2022 Q3	$762K	Buy	+7,868	New	+$718K	0.46%	45
2020 Q3	$293K	Buy	+8,023	New	+$328K	0.17%	82
2020 Q1	$287K	Buy	7,554 +9	+0.1%	+$497	0.25%	69
2019 Q4	$527K	Buy	+7,545	New	+$522K	0.34%	61

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Houlihan Financial Resource Group's XOM Position: Q1 2026 in Review

Houlihan Financial Resource Group reduced its ExxonMobil (XOM) stake by 1.1% in Q1 2026, selling an estimated $8.76K and leaving 5,599 shares worth $950K. The position accounts for 0.37% of the portfolio, ranked #54.

Houlihan Financial Resource Group first reported a position in XOM in Q4 2019 and has held it in 18 quarters since. The position peaked at $32.1M in Q2 2023. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Houlihan Financial Resource Group held 5,599 shares of ExxonMobil worth $950K as of Q1 2026.
Houlihan Financial Resource Group sold 60 ExxonMobil shares in Q1 2026, an estimated $8.76K.
ExxonMobil made up 0.37% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #54 holding.
Houlihan Financial Resource Group first reported a position in ExxonMobil in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's ExxonMobil position peaked at $32.1M in Q2 2023.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.