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IRON Financial’s ExxonMobil XOM Stock Holding History

IRON Financial’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 		$1.19M Buy
8,687
+404
+5% +$60.5K 0.49% 44
2026
Q1 		$1.41M Sell
8,283
-1,529
-16% -$223K 0.61% 34
2025
Q4 		$1.18M Sell
9,812
-33
-0.3% -$3.83K 0.54% 32
2025
Q3 		$1.11M Buy
9,845
+5,148
+110% +$572K 0.53% 34
2025
Q2 		$506K Buy
4,697
+67
+1% +$7.16K 0.26% 66
2025
Q1 		$551K Sell
4,630
-3,807
-45% -$421K 0.31% 52
2024
Q4 		$908K Buy
8,437
+247
+3% +$28.9K 0.51% 37
2024
Q3 		$960K Sell
8,190
-473
-5% -$54.6K 0.52% 35
2024
Q2 		$997K Buy
8,663
+6,502
+301% +$757K 0.56% 36
2024
Q1 		$251K Sell
2,161
-19
-0.9% -$1.99K 0.14% 83
2023
Q4 		$218K Buy
2,180
+10
+0.5% +$1.05K 0.12% 88
2023
Q3 		$255K Sell
2,170
-345
-14% -$37.8K 0.15% 81
2023
Q2 		$270K Buy
2,515
+114
+5% +$12.4K 0.14% 74
2023
Q1 		$263K Buy
2,401
+11
+0.5% +$1.22K 0.14% 72
2022
Q4 		$264K Buy
+2,390
New +$256K 0.15% 72
2022
Q1 		– Sell
-3,763
Closed -$230K – 131
2021
Q4 		$230K Buy
3,763
+129
+4% +$8.06K 0.1% 101
2021
Q3 		$214K Buy
+3,634
New +$207K 0.1% 102
2020
Q3 		– Sell
-7,426
Closed -$332K – 119
2020
Q2 		$332K Buy
+7,426
New +$333K 0.17% 74
2016
Q4 		– Sell
-3,407
Closed -$297K – 85
2016
Q3 		$297K Buy
3,407
+49
+1% +$4.35K 0.36% 56
2016
Q2 		$315K Buy
3,358
+376
+13% +$33.2K 0.41% 51
2016
Q1 		$249K Buy
+2,982
New +$239K 0.25% 70
2015
Q2 		– Sell
-2,761
Closed -$235K – 83
2015
Q1 		$235K Buy
2,761
+500
+22% +$44.3K 0.18% 64
2014
Q4 		$2.09K Sell
2,261
-770
-25% -$71.8K 0.21% 64
2014
Q3 		$285K Hold
3,031
– – 0.36% 49
2014
Q2 		$305K Buy
+3,031
New +$306K 0.27% 54
2014
Q1 		– Sell
-3,031
Closed -$307K – 85
2013
Q4 		$307K Buy
+3,031
New +$280K 0.31% 31

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

IRON Financial's XOM Position: Q2 2026 in Review

IRON Financial increased its ExxonMobil (XOM) stake by 4.9% in Q2 2026, buying an estimated $60.5K and bringing the position to 8,687 shares worth $1.19M. The position accounts for 0.49% of the portfolio, ranked #44.

IRON Financial first reported a position in XOM in Q4 2013 and has held it in 26 quarters since. The position peaked at $1.41M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • IRON Financial held 8,687 shares of ExxonMobil worth $1.19M as of Q2 2026.
  • IRON Financial bought 404 ExxonMobil shares in Q2 2026, an estimated $60.5K.
  • ExxonMobil made up 0.49% of IRON Financial's portfolio in Q2 2026, its #44 holding.
  • IRON Financial first reported a position in ExxonMobil in Q4 2013 and has held it in 26 quarters since.
  • IRON Financial's ExxonMobil position peaked at $1.41M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.