Independence Financial Advisors’s ExxonMobil XOM Stock Holding History

Independence Financial Advisors’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	$589K	Sell	4,307 -1,112	-21%	-$166K	0.15%	40
2026 Q1	$919K	Buy	5,419 +518	+11%	+$75.6K	0.28%	28
2025 Q4	$590K	Sell	4,901 -881	-15%	-$102K	0.16%	36
2025 Q3	$652K	Buy	5,782 +16	+0.3%	+$1.78K	0.2%	35
2025 Q2	$622K	Sell	5,766 -59	-1%	-$6.31K	0.24%	33
2025 Q1	$693K	Buy	+5,825	New	+$644K	0.26%	28

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

Independence Financial Advisors's XOM Position: Q2 2026 in Review

Independence Financial Advisors reduced its ExxonMobil (XOM) stake by 21% in Q2 2026, selling an estimated $166K and leaving 4,307 shares worth $589K. The position accounts for 0.15% of the portfolio, ranked #40.

Independence Financial Advisors first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $919K in Q1 2026. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Independence Financial Advisors held 4,307 shares of ExxonMobil worth $589K as of Q2 2026.
Independence Financial Advisors sold 1,112 ExxonMobil shares in Q2 2026, an estimated $166K.
ExxonMobil made up 0.15% of Independence Financial Advisors's portfolio in Q2 2026, its #40 holding.
Independence Financial Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's ExxonMobil position peaked at $919K in Q1 2026.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.