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KFA Private Wealth Group’s ExxonMobil XOM Stock Holding History

KFA Private Wealth Group’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 		$1.52M Sell
11,145
-874
-7% -$131K 0.37% 38
2026
Q1 		$2.04M Sell
12,019
-590
-5% -$86.1K 0.49% 33
2025
Q4 		$1.52M Buy
12,609
+435
+4% +$50.5K 0.37% 35
2025
Q3 		$1.37M Buy
12,174
+77
+0.6% +$8.56K 0.39% 35
2025
Q2 		$1.3M Buy
12,097
+3,843
+47% +$411K 0.4% 36
2025
Q1 		$982K Buy
8,254
+1,661
+25% +$184K 0.34% 37
2024
Q4 		$709K Buy
6,593
+899
+16% +$105K 0.3% 37
2024
Q3 		$667K Buy
5,694
+8
+0.1% +$924 0.32% 36
2024
Q2 		$655K Sell
5,686
-1,907
-25% -$222K 0.34% 36
2024
Q1 		$883K Buy
7,593
+478
+7% +$50K 0.27% 39
2023
Q4 		$711K Sell
7,115
-8
-0.1% -$841 0.26% 37
2023
Q3 		$838K Buy
7,123
+378
+6% +$41.5K 0.35% 33
2023
Q2 		$723K Buy
6,745
+103
+2% +$11.2K 0.3% 33
2023
Q1 		$728K Buy
6,642
+4,046
+156% +$448K 0.33% 33
2022
Q4 		$286K Sell
2,596
-129
-5% -$13.8K 0.15% 54
2022
Q3 		$238K Sell
2,725
-44
-2% -$4.02K 0.13% 61
2022
Q2 		$237K Buy
2,769
+22
+0.8% +$1.98K 0.13% 61
2022
Q1 		$227K Buy
+2,747
New +$214K 0.11% 67

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

KFA Private Wealth Group's XOM Position: Q2 2026 in Review

KFA Private Wealth Group reduced its ExxonMobil (XOM) stake by 7.3% in Q2 2026, selling an estimated $131K and leaving 11,145 shares worth $1.52M. The position accounts for 0.37% of the portfolio, ranked #38.

KFA Private Wealth Group first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.04M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • KFA Private Wealth Group held 11,145 shares of ExxonMobil worth $1.52M as of Q2 2026.
  • KFA Private Wealth Group sold 874 ExxonMobil shares in Q2 2026, an estimated $131K.
  • ExxonMobil made up 0.37% of KFA Private Wealth Group's portfolio in Q2 2026, its #38 holding.
  • KFA Private Wealth Group first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
  • KFA Private Wealth Group's ExxonMobil position peaked at $2.04M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.