IRON Financial’s ExxonMobil XOM Stock Holding History
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 | $209K | 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
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. 4,274 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.
- 4,274 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.