Kelsey Financial’s ExxonMobil XOM Stock Holding History

Kelsey 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	$458K	Hold	3,347	–	–	0.35%	35
2026 Q1	$568K	Hold	3,347	–	–	0.5%	28
2025 Q4	$403K	Buy	+3,347	New	+$388K	0.35%	36

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

Kelsey Financial's XOM Position: Q2 2026 in Review

Kelsey Financial held its ExxonMobil (XOM) position steady in Q2 2026 at 3,347 shares worth $458K. The position accounts for 0.35% of the portfolio, ranked #35.

Kelsey Financial first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q1 2026. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Kelsey Financial held 3,347 shares of ExxonMobil worth $458K as of Q2 2026.
Kelsey Financial left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.35% of Kelsey Financial's portfolio in Q2 2026, its #35 holding.
Kelsey Financial first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Kelsey Financial's ExxonMobil position peaked at $568K in Q1 2026.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.