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

Keystone Financial Services (Nebraska)’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	$557K	Sell	4,078 -532	-12%	-$79.6K	0.34%	40
2026 Q1	$782K	Buy	4,610 +14	+0.3%	+$2.04K	0.53%	30
2025 Q4	$553K	Buy	4,596 +4	+0.1%	+$464	0.38%	36
2025 Q3	$518K	Buy	4,592 +3	+0.1%	+$333	0.36%	36
2025 Q2	$495K	Buy	4,589 +554	+14%	+$59.2K	0.38%	36
2025 Q1	$480K	Buy	4,035 +44	+1%	+$4.87K	0.41%	38
2024 Q4	$429K	Buy	+3,991	New	+$467K	0.39%	32

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

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

Keystone Financial Services (Nebraska) reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $79.6K and leaving 4,078 shares worth $557K. The position accounts for 0.34% of the portfolio, ranked #40.

Keystone Financial Services (Nebraska) first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $782K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Keystone Financial Services (Nebraska) held 4,078 shares of ExxonMobil worth $557K as of Q2 2026.
Keystone Financial Services (Nebraska) sold 532 ExxonMobil shares in Q2 2026, an estimated $79.6K.
ExxonMobil made up 0.34% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #40 holding.
Keystone Financial Services (Nebraska) first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Services (Nebraska)'s ExxonMobil position peaked at $782K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.