KFG Wealth Management’s ExxonMobil XOM Stock Holding History

KFG Wealth Management’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	$484K	Sell	3,543 -302	-8%	-$45.2K	0.05%	142
2026 Q1	$652K	Buy	3,845 +176	+5%	+$25.7K	0.08%	108
2025 Q4	$441K	Buy	3,669 +61	+2%	+$7.08K	0.06%	147
2025 Q3	$407K	Buy	3,608 +594	+20%	+$66K	0.06%	145
2025 Q2	$325K	Buy	3,014 +1,307	+77%	+$140K	0.05%	155
2025 Q1	$203K	Buy	+1,707	New	+$189K	0.04%	184
2024 Q4	–	Sell	-1,913	Closed	-$224K	–	190
2024 Q3	$224K	Buy	+1,913	New	+$221K	0.05%	172
2023 Q2	–	Sell	-1,769	Closed	-$205K	–	122
2023 Q1	$205K	Sell	1,769 -57	-3%	-$6.3K	0.14%	93
2022 Q4	$201K	Buy	+1,826	New	+$196K	0.21%	75

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

KFG Wealth Management's XOM Position: Q2 2026 in Review

KFG Wealth Management reduced its ExxonMobil (XOM) stake by 7.9% in Q2 2026, selling an estimated $45.2K and leaving 3,543 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #142.

KFG Wealth Management first reported a position in XOM in Q4 2022 and has held it in 9 quarters since. The position peaked at $652K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

KFG Wealth Management held 3,543 shares of ExxonMobil worth $484K as of Q2 2026.
KFG Wealth Management sold 302 ExxonMobil shares in Q2 2026, an estimated $45.2K.
ExxonMobil made up 0.05% of KFG Wealth Management's portfolio in Q2 2026, its #142 holding.
KFG Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 9 quarters since.
KFG Wealth Management's ExxonMobil position peaked at $652K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.