Kelly Financial Services’s ExxonMobil XOM Stock Holding History

Kelly 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	$789K	Sell	5,774 -24	-0.4%	-$3.59K	0.17%	52
2026 Q1	$984K	Sell	5,798 -23	-0.4%	-$3.36K	0.24%	46
2025 Q4	$700K	Buy	5,821 +48	+0.8%	+$5.57K	0.18%	49
2025 Q3	$651K	Buy	5,773 +15	+0.3%	+$1.67K	0.17%	55
2025 Q2	$621K	Buy	5,758 +242	+4%	+$25.9K	0.18%	53
2025 Q1	$656K	Sell	5,516 -204	-4%	-$22.6K	0.23%	46
2024 Q4	$615K	Buy	5,720 +116	+2%	+$13.6K	0.22%	54
2024 Q3	$657K	Sell	5,604 -283	-5%	-$32.7K	0.24%	53
2024 Q2	$678K	Buy	5,887 +309	+6%	+$36K	0.24%	52
2024 Q1	$648K	Hold	5,578	–	–	0.25%	56
2023 Q4	$558K	Buy	5,578 +19	+0.3%	+$2K	0.23%	52
2023 Q3	$654K	Buy	5,559 +328	+6%	+$36K	0.3%	49
2023 Q2	$561K	Sell	5,231 -233	-4%	-$25.4K	0.27%	46
2023 Q1	$599K	Buy	5,464 +16	+0.3%	+$1.77K	0.3%	42
2022 Q4	$601K	Buy	5,448 +17	+0.3%	+$1.82K	0.32%	40
2022 Q3	$474K	Sell	5,431 -37	-0.7%	-$3.38K	0.28%	44
2022 Q2	$468K	Sell	5,468 -203	-4%	-$18.3K	0.25%	51
2022 Q1	$468K	Buy	5,671 +110	+2%	+$8.55K	0.21%	43
2021 Q4	$340K	Buy	5,561 +44	+0.8%	+$2.75K	0.16%	53
2021 Q3	$324K	Sell	5,517 -364,200	-99%	-$20.8M	0.18%	47
2021 Q2	$5.86M	Buy	369,717 +363,938	+6,298%	+$21.7M	0.23%	26
2021 Q1	$323K	Buy	5,779 +81	+1%	+$4.25K	0.2%	31
2020 Q4	$235K	Sell	5,698 -26	-0.5%	-$975	0.16%	34
2020 Q3	$196K	Buy	5,724 +101	+2%	+$4.13K	0.14%	30
2020 Q2	$251K	Buy	5,623 +88	+2%	+$3.95K	0.2%	22
2020 Q1	$210K	Sell	5,535 -963	-15%	-$53.2K	0.26%	17
2019 Q4	$453K	Sell	6,498 -897	-12%	-$62K	0.35%	13
2019 Q3	$522K	Sell	7,395 -510	-6%	-$36.9K	0.47%	10
2019 Q2	$606K	Sell	7,905 -1,070	-12%	-$82.8K	0.55%	9
2019 Q1	$725K	Buy	+8,975	New	+$684K	0.81%	8

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Kelly Financial Services reduced its ExxonMobil (XOM) stake by 0.41% in Q2 2026, selling an estimated $3.59K and leaving 5,774 shares worth $789K. The position accounts for 0.17% of the portfolio, ranked #52.

Kelly Financial Services first reported a position in XOM in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.86M in Q2 2021. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Kelly Financial Services held 5,774 shares of ExxonMobil worth $789K as of Q2 2026.
Kelly Financial Services sold 24 ExxonMobil shares in Q2 2026, an estimated $3.59K.
ExxonMobil made up 0.17% of Kelly Financial Services's portfolio in Q2 2026, its #52 holding.
Kelly Financial Services first reported a position in ExxonMobil in Q1 2019 and has held it in 30 quarters since.
Kelly Financial Services's ExxonMobil position peaked at $5.86M in Q2 2021.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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