Magnus Financial Group’s ExxonMobil XOM Stock Holding History

Magnus 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	$7.09M	Buy	51,881 +1,527	+3%	+$229K	0.5%	49
2026 Q1	$8.54M	Buy	50,354 +35	+0.1%	+$5.11K	0.69%	36
2025 Q4	$6.06M	Sell	50,319 -462	-0.9%	-$53.6K	0.46%	54
2025 Q3	$5.73M	Sell	50,781 -133	-0.3%	-$14.8K	0.45%	51
2025 Q2	$5.49M	Sell	50,914 -4,637	-8%	-$496K	0.48%	48
2025 Q1	$6.61M	Sell	55,551 -895	-2%	-$99K	0.64%	33
2024 Q4	$6.07M	Buy	56,446 +604	+1%	+$70.7K	0.59%	34
2024 Q3	$6.55M	Buy	55,842 +15,309	+38%	+$1.77M	0.67%	31
2024 Q2	$4.67M	Buy	40,533 +3,166	+8%	+$369K	0.52%	41
2024 Q1	$4.34M	Buy	37,367 +2,297	+7%	+$240K	0.52%	38
2023 Q4	$3.51M	Buy	35,070 +2,549	+8%	+$268K	0.46%	45
2023 Q3	$3.82M	Sell	32,521 -144	-0.4%	-$15.8K	0.56%	35
2023 Q2	$3.5M	Sell	32,665 -247	-0.8%	-$26.9K	0.5%	38
2023 Q1	$3.61M	Buy	32,912 +391	+1%	+$43.2K	0.55%	36
2022 Q4	$3.59M	Buy	32,521 +1,780	+6%	+$191K	0.58%	36
2022 Q3	$2.68M	Sell	30,741 -5,444	-15%	-$497K	0.51%	37
2022 Q2	$3.1M	Buy	36,185 +1,149	+3%	+$104K	0.57%	33
2022 Q1	$2.89M	Buy	35,036 +3,123	+10%	+$243K	0.48%	35
2021 Q4	$1.95M	Buy	31,913 +1,792	+6%	+$112K	0.37%	48
2021 Q3	$1.77M	Buy	30,121 +532	+2%	+$30.3K	0.38%	46
2021 Q2	$1.87M	Buy	29,589 +2,270	+8%	+$136K	0.41%	41
2021 Q1	$1.52M	Buy	27,319 +1,457	+6%	+$76.4K	0.37%	43
2020 Q4	$1.07M	Buy	25,862 +5,703	+28%	+$214K	0.11%	71
2020 Q3	$692K	Sell	20,159 -684	-3%	-$28K	0.08%	94
2020 Q2	$932K	Buy	20,843 +1,520	+8%	+$68.2K	0.1%	79
2020 Q1	$734K	Sell	19,323 -2,759	-12%	-$152K	0.1%	101
2019 Q4	$1.54M	Buy	22,082 +688	+3%	+$47.6K	0.22%	53
2019 Q3	$1.51M	Buy	21,394 +270	+1%	+$19.5K	0.28%	45
2019 Q2	$1.62M	Buy	21,124 +1,055	+5%	+$81.7K	0.31%	45
2019 Q1	$1.62M	Buy	20,069 +1,674	+9%	+$128K	0.33%	37
2018 Q4	$1.25M	Buy	+18,395	New	+$1.44M	0.33%	39

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

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

Magnus Financial Group increased its ExxonMobil (XOM) stake by 3% in Q2 2026, buying an estimated $229K and bringing the position to 51,881 shares worth $7.09M. The position accounts for 0.5% of the portfolio, ranked #49.

Magnus Financial Group first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.54M in Q1 2026. 2,091 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Magnus Financial Group held 51,881 shares of ExxonMobil worth $7.09M as of Q2 2026.
Magnus Financial Group bought 1,527 ExxonMobil shares in Q2 2026, an estimated $229K.
ExxonMobil made up 0.5% of Magnus Financial Group's portfolio in Q2 2026, its #49 holding.
Magnus Financial Group first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
Magnus Financial Group's ExxonMobil position peaked at $8.54M in Q1 2026.
2,091 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.