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Klein Pavlis & Peasley Financial’s ExxonMobil XOM Stock Holding History

Klein Pavlis & Peasley Financial’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 		$201K Buy
1,469
+35
+2% +$5.24K 0.1% 89
2026
Q1 		$243K Sell
1,434
-1,228
-46% -$179K 0.13% 91
2025
Q4 		$320K Sell
2,662
-223
-8% -$25.9K 0.19% 81
2025
Q3 		$325K Sell
2,885
-11,985
-81% -$1.33M 0.2% 77
2025
Q2 		$1.6M Buy
14,870
+1,326
+10% +$142K 1.07% 32
2025
Q1 		$1.61M Buy
13,544
+565
+4% +$62.5K 1.16% 25
2024
Q4 		$1.4M Sell
12,979
-256
-2% -$29.9K 1.13% 29
2024
Q3 		$1.55M Sell
13,235
-486
-4% -$56.1K 1.24% 29
2024
Q2 		$1.58M Sell
13,721
-630
-4% -$73.4K 1.4% 23
2024
Q1 		$1.67M Sell
14,351
-1,175
-8% -$123K 1.51% 25
2023
Q4 		$1.55M Buy
+15,526
New +$1.63M 1.45% 20

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Klein Pavlis & Peasley Financial's XOM Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its ExxonMobil (XOM) stake by 2.4% in Q2 2026, buying an estimated $5.24K and bringing the position to 1,469 shares worth $201K. The position accounts for 0.1% of the portfolio, ranked #89.

Klein Pavlis & Peasley Financial first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2024. 1,907 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 1,469 shares of ExxonMobil worth $201K as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 35 ExxonMobil shares in Q2 2026, an estimated $5.24K.
  • ExxonMobil made up 0.1% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #89 holding.
  • Klein Pavlis & Peasley Financial first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Klein Pavlis & Peasley Financial's ExxonMobil position peaked at $1.67M in Q1 2024.
  • 1,907 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.