Intelligent Financial Strategies’s ExxonMobil XOM Stock Holding History

Intelligent Financial Strategies’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	$82K	Hold	600	–	–	0.04%	46
2026 Q1	$102K	Hold	600	–	–	0.05%	45
2025 Q4	$72.2K	Hold	600	–	–	0.03%	51
2025 Q3	$67.7K	Hold	600	–	–	0.03%	51
2025 Q2	$64.7K	Hold	600	–	–	0.03%	51
2025 Q1	$71.4K	Hold	600	–	–	0.04%	52
2024 Q4	$64.5K	Hold	600	–	–	0.04%	52
2024 Q3	$70.3K	Hold	600	–	–	0.04%	52
2024 Q2	$69.1K	Hold	600	–	–	0.04%	51
2024 Q1	$69.7K	Hold	600	–	–	0.04%	52
2023 Q4	$60K	Hold	600	–	–	0.04%	51
2023 Q3	$70.5K	Hold	600	–	–	0.05%	52
2023 Q2	$64.3K	Hold	600	–	–	0.05%	56
2023 Q1	$65.8K	Hold	600	–	–	0.05%	58
2022 Q4	$66.2K	Hold	600	–	–	0.06%	57
2022 Q3	$52K	Hold	600	–	–	0.05%	59
2022 Q2	$51K	Hold	600	–	–	0.05%	59
2022 Q1	$50K	Sell	600 -72	-11%	-$5.6K	0.05%	68
2021 Q4	$41K	Buy	+672	New	+$42K	0.04%	77

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

Intelligent Financial Strategies's XOM Position: Q2 2026 in Review

Intelligent Financial Strategies held its ExxonMobil (XOM) position steady in Q2 2026 at 600 shares worth $82K. The position accounts for 0.04% of the portfolio, ranked #46.

Intelligent Financial Strategies first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $102K in Q1 2026. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Intelligent Financial Strategies held 600 shares of ExxonMobil worth $82K as of Q2 2026.
Intelligent Financial Strategies left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.04% of Intelligent Financial Strategies's portfolio in Q2 2026, its #46 holding.
Intelligent Financial Strategies first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Intelligent Financial Strategies's ExxonMobil position peaked at $102K in Q1 2026.
4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.