Key Financial Inc
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Key Financial Inc’s ExxonMobil XOM Stock Holding History

Key Financial Inc’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
Q3 		$11.5M Sell
70,730
-1,976
-3% -$309K 1.88% 10
2026
Q2 		$9.9M Buy
72,706
+25,331
+53% +$3.79M 1.63% 11
2026
Q1 		$8.04M Sell
47,375
-502
-1% -$73.3K 1.43% 15
2025
Q4 		$5.76M Sell
47,877
-1,047
-2% -$121K 1.05% 24
2025
Q3 		$5.48M Sell
48,924
-186
-0.4% -$20.7K 1.01% 24
2025
Q2 		$5.29M Sell
49,110
-142
-0.3% -$15.2K 1.07% 24
2025
Q1 		$5.86M Sell
49,252
-1,012
-2% -$112K 1.27% 20
2024
Q4 		$5.41M Sell
50,264
-388
-0.8% -$45.4K 1.23% 22
2024
Q3 		$5.94M Sell
50,652
-35
-0.1% -$4.04K 1.31% 17
2024
Q2 		$5.84M Sell
50,687
-697
-1% -$81.2K 1.4% 17
2024
Q1 		$5.97M Sell
51,384
-2,151
-4% -$225K 1.52% 14
2023
Q4 		$5.35M Sell
53,535
-46
-0.1% -$4.84K 1.46% 15
2023
Q3 		$6.3M Buy
53,581
+1,057
+2% +$116K 2.12% 9
2023
Q2 		$5.63M Sell
52,524
-663
-1% -$72.3K 1.87% 8
2023
Q1 		$5.83M Sell
53,187
-787
-1% -$87K 2.13% 7
2022
Q4 		$4.71M Hold
53,974
– – 2.23% 7
2022
Q3 		$4.71M Buy
53,974
+14,695
+37% +$1.34M 2.22% 7
2022
Q2 		$3.44M Buy
39,279
+863
+2% +$77.8K 1.86% 11
2022
Q1 		$3.17M Sell
38,416
-5,803
-13% -$451K 1.58% 12
2021
Q4 		$2.71M Sell
44,219
-688
-2% -$43K 1.36% 15
2021
Q3 		$2.64M Sell
44,907
-82
-0.2% -$4.67K 1.49% 14
2021
Q2 		$2.59M Buy
44,989
+2,119
+5% +$127K 1.45% 15
2021
Q1 		$2.39M Buy
42,870
+1,080
+3% +$56.6K 1.58% 13
2020
Q4 		$1.72M Sell
41,790
-293
-0.7% -$11K 1.28% 15
2020
Q3 		$1.44M Sell
42,083
-301
-0.7% -$12.3K 1.48% 17
2020
Q2 		$1.88M Sell
42,384
-410
-1% -$18.4K 2.15% 10
2020
Q1 		$1.6M Sell
42,794
-2,223
-5% -$123K 1.65% 10
2019
Q4 		$3.14M Buy
+45,017
New +$3.11M 2.95% 5

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Key Financial Inc's XOM Position: Q3 2026 in Review

Key Financial Inc reduced its ExxonMobil (XOM) stake by 2.7% in Q3 2026, selling an estimated $309K and leaving 70,730 shares worth $11.5M. The position accounts for 1.88% of the portfolio, ranked #10.

Key Financial Inc first reported a position in XOM in Q4 2019 and has held it in 28 quarters since. 4,002 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Key Financial Inc held 70,730 shares of ExxonMobil worth $11.5M as of Q3 2026.
  • Key Financial Inc sold 1,976 ExxonMobil shares in Q3 2026, an estimated $309K.
  • ExxonMobil made up 1.88% of Key Financial Inc's portfolio in Q3 2026, its #10 holding.
  • Key Financial Inc first reported a position in ExxonMobil in Q4 2019 and has held it in 28 quarters since.
  • 4,002 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.