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Keystone Financial Services (Colorado)’s ExxonMobil XOM Stock Holding History

Keystone Financial Services (Colorado)’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 		$1M Buy
7,316
+150
+2% +$22.4K 0.26% 47
2026
Q1 		$1.22M Buy
7,166
+615
+9% +$89.7K 0.36% 38
2025
Q4 		$788K Buy
6,551
+38
+0.6% +$4.41K 0.24% 53
2025
Q3 		$734K Buy
6,513
+414
+7% +$46K 0.23% 54
2025
Q2 		$657K Buy
6,099
+35
+0.6% +$3.74K 0.22% 55
2025
Q1 		$721K Buy
6,064
+84
+1% +$9.29K 0.27% 50
2024
Q4 		$643K Buy
5,980
+172
+3% +$20.1K 0.25% 45
2024
Q3 		$681K Buy
5,808
+553
+11% +$63.9K 0.26% 44
2024
Q2 		$605K Buy
5,255
+449
+9% +$52.3K 0.25% 48
2024
Q1 		$559K Buy
4,806
+2,342
+95% +$245K 0.24% 49
2023
Q4 		$246K Buy
2,464
+256
+12% +$26.9K 0.12% 72
2023
Q3 		$260K Buy
2,208
+69
+3% +$7.57K 0.14% 64
2023
Q2 		$229K Sell
2,139
-1
-0% -$109 0.12% 70
2023
Q1 		$235K Sell
2,140
-19
-0.9% -$2.1K 0.13% 66
2022
Q4 		$250K Buy
2,159
+54
+3% +$5.79K 0.13% 69
2022
Q3 		$227K Sell
2,105
-80
-4% -$7.3K 0.13% 74
2022
Q2 		$206K Buy
+2,185
New +$197K 0.11% 79

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 $3.37T AUM 44.26% 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

Keystone Financial Services (Colorado)'s XOM Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its ExxonMobil (XOM) stake by 2.1% in Q2 2026, buying an estimated $22.4K and bringing the position to 7,316 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #47.

Keystone Financial Services (Colorado) first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Keystone Financial Services (Colorado) held 7,316 shares of ExxonMobil worth $1M as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 150 ExxonMobil shares in Q2 2026, an estimated $22.4K.
  • ExxonMobil made up 0.26% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #47 holding.
  • Keystone Financial Services (Colorado) first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
  • Keystone Financial Services (Colorado)'s ExxonMobil position peaked at $1.22M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.