Kelly Financial Group’s ExxonMobil XOM Stock Holding History

Kelly 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	–	Sell	-3,204	Closed	-$544K	–	111
2026 Q1	$544K	Sell	3,204 -1	-0%	-$146	0.14%	51
2025 Q4	$386K	Hold	3,205	–	–	0.1%	56
2025 Q3	$361K	Sell	3,205 -737	-19%	-$81.9K	0.1%	59
2025 Q2	$425K	Sell	3,942 -22	-0.6%	-$2.35K	0.12%	52
2025 Q1	$471K	Buy	3,964 +1,870	+89%	+$207K	0.15%	48
2024 Q4	$225K	Buy	+2,094	New	+$245K	0.08%	67

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

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

Kelly Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,204 shares — an estimated $544K sold.

Kelly Financial Group first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $544K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Kelly Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Kelly Financial Group sold 3,204 ExxonMobil shares in Q2 2026, an estimated $544K.
Kelly Financial Group first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
Kelly Financial Group's ExxonMobil position peaked at $544K in Q1 2026.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.