Magnus Financial Group’s ExxonMobil XOM Stock Holding History
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
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. 4,276 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.
- 4,276 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.