Independent Family Office’s ExxonMobil XOM Stock Holding History

Independent Family Office’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	–	Sell	-1,228	Closed	-$208K	–	97
2026 Q1	$208K	Buy	+1,228	New	+$179K	0.09%	88
2021 Q3	–	Sell	-4,616	Closed	-$291K	–	60
2021 Q2	$291K	Hold	4,616	–	–	0.11%	45
2021 Q1	$258K	Buy	+4,616	New	+$242K	0.1%	55
2020 Q3	–	Sell	-4,620	Closed	-$207K	–	63
2020 Q2	$207K	Buy	+4,620	New	+$207K	0.11%	59

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

Independent Family Office's XOM Position: Q2 2026 in Review

Independent Family Office sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,228 shares — an estimated $208K sold.

Independent Family Office first reported a position in XOM in Q2 2020 and held it in 4 quarters. The position peaked at $291K in Q2 2021. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Independent Family Office reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Independent Family Office sold 1,228 ExxonMobil shares in Q2 2026, an estimated $208K.
Independent Family Office first reported a position in ExxonMobil in Q2 2020 and held it in 4 quarters.
Independent Family Office's ExxonMobil position peaked at $291K in Q2 2021.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.