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Keynote Financial Services’s ExxonMobil XOM Stock Holding History

Keynote 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 		$1.44M Sell
10,509
-444
-4% -$66.5K 0.67% 43
2026
Q1 		$1.86M Sell
10,953
-100
-0.9% -$14.6K 0.99% 23
2025
Q4 		$1.33M Sell
11,053
-43
-0.4% -$4.99K 0.74% 41
2025
Q3 		$1.25M Buy
11,096
+50
+0.5% +$5.56K 0.75% 38
2025
Q2 		$1.19M Sell
11,046
-150
-1% -$16K 0.8% 35
2025
Q1 		$1.33M Buy
11,196
+50
+0.4% +$5.53K 0.95% 30
2024
Q4 		$1.2M Sell
11,146
-200
-2% -$23.4K 0.92% 29
2024
Q3 		$1.33M Sell
11,346
-100
-0.9% -$11.5K 1.02% 27
2024
Q2 		$1.32M Sell
11,446
-55
-0.5% -$6.41K 1.1% 24
2024
Q1 		$1.34M Buy
+11,501
New +$1.2M 1.12% 25

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Keynote Financial Services reduced its ExxonMobil (XOM) stake by 4.1% in Q2 2026, selling an estimated $66.5K and leaving 10,509 shares worth $1.44M. The position accounts for 0.67% of the portfolio, ranked #43.

Keynote Financial Services first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.86M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Keynote Financial Services held 10,509 shares of ExxonMobil worth $1.44M as of Q2 2026.
  • Keynote Financial Services sold 444 ExxonMobil shares in Q2 2026, an estimated $66.5K.
  • ExxonMobil made up 0.67% of Keynote Financial Services's portfolio in Q2 2026, its #43 holding.
  • Keynote Financial Services first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's ExxonMobil position peaked at $1.86M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.