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Independent Financial Group’s ExxonMobil XOM Stock Holding History

Independent Financial 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
Q2 		$10.4M Sell
76,288
-19,924
-21% -$2.98M 0.2% 97
2026
Q1 		$16.3M Buy
96,212
+24,936
+35% +$3.64M 0.37% 43
2025
Q4 		$8.58M Sell
71,276
-2,228
-3% -$258K 0.19% 105
2025
Q3 		$8.29M Buy
73,504
+2,812
+4% +$313K 0.2% 93
2025
Q2 		$7.62M Buy
70,692
+526
+0.7% +$56.2K 0.21% 88
2025
Q1 		$8.34M Sell
70,166
-710
-1% -$78.5K 0.29% 62
2024
Q4 		$7.62M Sell
70,876
-926
-1% -$108K 0.25% 68
2024
Q3 		$8.42M Sell
71,802
-3,854
-5% -$445K 0.31% 55
2024
Q2 		$8.71M Buy
75,656
+8,607
+13% +$1M 0.35% 48
2024
Q1 		$7.79M Sell
67,049
-1,131
-2% -$118K 0.36% 50
2023
Q4 		$6.82M Sell
68,180
-695
-1% -$73K 0.36% 46
2023
Q3 		$8.1M Buy
68,875
+1,403
+2% +$154K 0.53% 25
2023
Q2 		$7.24M Buy
67,472
+1,511
+2% +$165K 0.5% 23
2023
Q1 		$7.23M Buy
65,961
+7,459
+13% +$825K 0.58% 22
2022
Q4 		$6.45M Sell
58,502
-3,272
-5% -$351K 0.55% 22
2022
Q3 		$5.39M Buy
61,774
+14,840
+32% +$1.35M 0.49% 27
2022
Q2 		$4.02M Sell
46,934
-12,365
-21% -$1.12M 0.43% 37
2022
Q1 		$4.9M Sell
59,299
-25,407
-30% -$1.97M 0.4% 39
2021
Q4 		$5.18M Buy
84,706
+926
+1% +$57.9K 0.43% 34
2021
Q3 		$4.93M Buy
83,780
+4,550
+6% +$259K 0.5% 33
2021
Q2 		$5M Buy
79,230
+12,112
+18% +$723K 0.53% 29
2021
Q1 		$3.75M Buy
67,118
+451
+0.7% +$23.6K 0.48% 36
2020
Q4 		$2.75M Buy
66,667
+22,291
+50% +$836K 0.41% 46
2020
Q3 		$1.52M Buy
44,376
+11,100
+33% +$454K 0.29% 80
2020
Q2 		$1.49M Buy
33,276
+6,093
+22% +$273K 0.33% 70
2020
Q1 		$1.03M Buy
+27,183
New +$1.5M 0.3% 79

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Financial Group's XOM Position: Q2 2026 in Review

Independent Financial Group reduced its ExxonMobil (XOM) stake by 21% in Q2 2026, selling an estimated $2.98M and leaving 76,288 shares worth $10.4M. The position accounts for 0.2% of the portfolio, ranked #97.

Independent Financial Group first reported a position in XOM in Q1 2020 and has held it in 26 quarters since. The position peaked at $16.3M in Q1 2026. 4,106 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Independent Financial Group held 76,288 shares of ExxonMobil worth $10.4M as of Q2 2026.
  • Independent Financial Group sold 19,924 ExxonMobil shares in Q2 2026, an estimated $2.98M.
  • ExxonMobil made up 0.2% of Independent Financial Group's portfolio in Q2 2026, its #97 holding.
  • Independent Financial Group first reported a position in ExxonMobil in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's ExxonMobil position peaked at $16.3M in Q1 2026.
  • 4,106 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.