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Howard Financial Services’s ExxonMobil XOM Stock Holding History

Howard 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 		$2.91M Buy
21,313
+1,178
+6% +$176K 0.29% 43
2026
Q1 		$3.42M Sell
20,135
-168
-0.8% -$24.5K 0.38% 39
2025
Q4 		$2.44M Buy
20,303
+711
+4% +$82.5K 0.29% 46
2025
Q3 		$2.21M Sell
19,592
-204
-1% -$22.7K 0.27% 46
2025
Q2 		$2.13M Buy
19,796
+40
+0.2% +$4.28K 0.28% 42
2025
Q1 		$2.35M Sell
19,756
-3,664
-16% -$405K 0.32% 41
2024
Q4 		$2.52M Buy
23,420
+1,079
+5% +$126K 0.34% 41
2024
Q3 		$2.62M Buy
22,341
+1,620
+8% +$187K 0.38% 39
2024
Q2 		$2.39M Buy
20,721
+6,282
+44% +$732K 0.39% 40
2024
Q1 		$1.68M Buy
14,439
+69
+0.5% +$7.22K 0.29% 41
2023
Q4 		$1.44M Buy
14,370
+2,036
+17% +$214K 0.28% 45
2023
Q3 		$1.45M Buy
12,334
+1,826
+17% +$200K 0.33% 41
2023
Q2 		$1.13M Buy
10,508
+920
+10% +$100K 0.27% 43
2023
Q1 		$1.05M Buy
9,588
+21
+0.2% +$2.32K 0.26% 45
2022
Q4 		$1.06M Buy
9,567
+637
+7% +$68.3K 0.28% 43
2022
Q3 		$780K Buy
8,930
+521
+6% +$47.6K 0.25% 48
2022
Q2 		$720K Buy
8,409
+3,661
+77% +$330K 0.24% 38
2022
Q1 		$392K Sell
4,748
-640
-12% -$49.7K 0.12% 76
2021
Q4 		$330K Buy
5,388
+48
+0.9% +$3K 0.1% 87
2021
Q3 		$314K Sell
5,340
-1,183
-18% -$67.4K 0.12% 83
2021
Q2 		$411K Buy
6,523
+46
+0.7% +$2.75K 0.16% 73
2021
Q1 		$362K Buy
6,477
+425
+7% +$22.3K 0.16% 75
2020
Q4 		$249K Sell
6,052
-176
-3% -$6.6K 0.13% 90
2020
Q3 		$214K Buy
6,228
+140
+2% +$5.72K 0.14% 80
2020
Q2 		$272K Sell
6,088
-610
-9% -$27.4K 0.19% 65
2020
Q1 		$254K Sell
6,698
-38,014
-85% -$2.1M 0.22% 59
2019
Q4 		$3.12M Buy
44,712
+3,432
+8% +$237K 1.92% 12
2019
Q3 		$2.92M Sell
41,280
-529
-1% -$38.3K 1.93% 12
2019
Q2 		$3.2M Buy
41,809
+20
+0% +$1.55K 2.19% 13
2019
Q1 		$3.38M Sell
41,789
-4,141
-9% -$316K 2.39% 11
2018
Q4 		$3.13M Buy
+45,930
New +$3.6M 2.41% 11

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Howard Financial Services increased its ExxonMobil (XOM) stake by 5.9% in Q2 2026, buying an estimated $176K and bringing the position to 21,313 shares worth $2.91M. The position accounts for 0.29% of the portfolio, ranked #43.

Howard Financial Services first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.42M in Q1 2026. 1,678 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Howard Financial Services held 21,313 shares of ExxonMobil worth $2.91M as of Q2 2026.
  • Howard Financial Services bought 1,178 ExxonMobil shares in Q2 2026, an estimated $176K.
  • ExxonMobil made up 0.29% of Howard Financial Services's portfolio in Q2 2026, its #43 holding.
  • Howard Financial Services first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
  • Howard Financial Services's ExxonMobil position peaked at $3.42M in Q1 2026.
  • 1,678 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.