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KMG Fiduciary Partners’s ExxonMobil XOM Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-22,114
Closed -$3.75M – 269
2026
Q1 		$3.75M Buy
22,114
+9
+0% +$1.31K 0.28% 96
2025
Q4 		$2.66M Sell
22,105
-954
-4% -$111K 0.19% 106
2025
Q3 		$2.6M Buy
23,059
+4,929
+27% +$548K 0.17% 120
2025
Q2 		$1.95M Sell
18,130
-122
-0.7% -$13K 0.14% 134
2025
Q1 		$2.17M Buy
18,252
+3,625
+25% +$401K 0.18% 126
2024
Q4 		$1.57M Sell
14,627
-1,299
-8% -$152K 0.13% 146
2024
Q3 		$1.87M Buy
15,926
+358
+2% +$41.3K 0.16% 130
2024
Q2 		$1.79M Buy
15,568
+1,670
+12% +$195K 0.18% 102
2024
Q1 		$1.62M Sell
13,898
-1,796
-11% -$188K 0.17% 111
2023
Q4 		$1.57M Sell
15,694
-107
-0.7% -$11.2K 0.18% 116
2023
Q3 		$1.86M Buy
15,801
+37
+0.2% +$4.06K 0.25% 96
2023
Q2 		$1.69M Buy
15,764
+118
+0.8% +$12.9K 0.22% 106
2023
Q1 		$1.72M Sell
15,646
-288
-2% -$31.9K 0.25% 104
2022
Q4 		$1.76M Buy
15,934
+1,980
+14% +$212K 0.29% 90
2022
Q3 		$1.22M Buy
13,954
+2,176
+18% +$199K 0.23% 99
2022
Q2 		$1.01M Buy
11,778
+1,947
+20% +$176K 0.19% 103
2022
Q1 		$812K Buy
9,831
+145
+1% +$11.3K 0.13% 123
2021
Q4 		$593K Buy
9,686
+793
+9% +$49.6K 0.09% 127
2021
Q3 		$523K Buy
8,893
+105
+1% +$5.98K 0.09% 128
2021
Q2 		$554K Buy
8,788
+1,029
+13% +$61.4K 0.1% 128
2021
Q1 		$433K Sell
7,759
-2,852
-27% -$150K 0.08% 134
2020
Q4 		$462K Buy
+10,611
New +$398K 0.1% 124
2020
Q3 		– Sell
-5,165
Closed -$231K – 148
2020
Q2 		$231K Sell
5,165
-832
-14% -$37.3K 0.06% 122
2020
Q1 		$228K Buy
5,997
+1,337
+29% +$73.8K 0.07% 118
2019
Q4 		$325K Sell
4,660
-1,550
-25% -$107K 0.1% 105
2019
Q3 		$438K Buy
6,210
+750
+14% +$54.2K 0.15% 82
2019
Q2 		$418K Sell
5,460
-557
-9% -$43.1K 0.15% 80
2019
Q1 		$486K Buy
6,017
+210
+4% +$16K 0.18% 80
2018
Q4 		$396K Buy
+5,807
New +$456K 0.18% 71

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

KMG Fiduciary Partners's XOM Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 22,114 shares — an estimated $3.75M sold.

KMG Fiduciary Partners first reported a position in XOM in Q4 2018 and held it in 29 quarters. The position peaked at $3.75M in Q1 2026. 757 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 22,114 ExxonMobil shares in Q2 2026, an estimated $3.75M.
  • KMG Fiduciary Partners first reported a position in ExxonMobil in Q4 2018 and held it in 29 quarters.
  • KMG Fiduciary Partners's ExxonMobil position peaked at $3.75M in Q1 2026.
  • 757 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.