Leverty Financial Group’s ExxonMobil XOM Stock Holding History

Leverty Financial 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	$230K	Hold	1,681	–	–	0.04%	41
2026 Q1	$285K	Hold	1,681	–	–	0.06%	36
2025 Q4	$202K	Buy	+1,681	New	+$195K	0.05%	44
2025 Q2	–	Sell	-2,013	Closed	-$239K	–	49
2025 Q1	$239K	Hold	2,013	–	–	0.1%	36
2024 Q4	$217K	Hold	2,013	–	–	0.11%	31
2024 Q3	$236K	Buy	+2,013	New	+$232K	0.13%	30
2023 Q4	–	Sell	-1,801	Closed	-$212K	–	36
2023 Q3	$212K	Buy	+1,801	New	+$198K	0.15%	28
2023 Q1	–	Sell	-6,993	Closed	-$771K	–	29
2022 Q4	$771K	Buy	6,993 +1	+0%	+$107	0.66%	11
2022 Q3	$610K	Hold	6,992	–	–	0.59%	10
2022 Q2	$598K	Hold	6,992	–	–	0.56%	10
2022 Q1	$577K	Hold	6,992	–	–	0.46%	11
2021 Q4	$427K	Buy	+6,992	New	+$437K	0.33%	10

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Leverty Financial Group's XOM Position: Q2 2026 in Review

Leverty Financial Group held its ExxonMobil (XOM) position steady in Q2 2026 at 1,681 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #41.

Leverty Financial Group first reported a position in XOM in Q4 2021 and has held it in 12 quarters since. The position peaked at $771K in Q4 2022. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Leverty Financial Group held 1,681 shares of ExxonMobil worth $230K as of Q2 2026.
Leverty Financial Group left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.04% of Leverty Financial Group's portfolio in Q2 2026, its #41 holding.
Leverty Financial Group first reported a position in ExxonMobil in Q4 2021 and has held it in 12 quarters since.
Leverty Financial Group's ExxonMobil position peaked at $771K in Q4 2022.
777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.