James Reed Financial Services’s ExxonMobil XOM Stock Holding History

James Reed Financial Services’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	$281K	Hold	2,053	–	–	0.21%	16
2026 Q1	$348K	Sell	2,053 -2,653	-56%	-$387K	0.3%	13
2025 Q4	$566K	Buy	4,706 +781	+20%	+$90.6K	0.45%	11
2025 Q3	$443K	Sell	3,925 -722	-16%	-$80.3K	0.4%	12
2025 Q2	$501K	Buy	+4,647	New	+$497K	0.45%	11
2025 Q1	–	Sell	-2,262	Closed	-$243K	–	19
2024 Q4	$243K	Buy	+2,262	New	+$265K	0.25%	15
2022 Q1	–	Sell	-2,249	Closed	-$137K	–	178
2021 Q4	$137K	Buy	+2,249	New	+$141K	0.13%	19

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

James Reed Financial Services's XOM Position: Q2 2026 in Review

James Reed Financial Services held its ExxonMobil (XOM) position steady in Q2 2026 at 2,053 shares worth $281K. The position accounts for 0.21% of the portfolio, ranked #16.

James Reed Financial Services first reported a position in XOM in Q4 2021 and has held it in 7 quarters since. The position peaked at $566K in Q4 2025. 1,756 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

James Reed Financial Services held 2,053 shares of ExxonMobil worth $281K as of Q2 2026.
James Reed Financial Services left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.21% of James Reed Financial Services's portfolio in Q2 2026, its #16 holding.
James Reed Financial Services first reported a position in ExxonMobil in Q4 2021 and has held it in 7 quarters since.
James Reed Financial Services's ExxonMobil position peaked at $566K in Q4 2025.
1,756 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.