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
2022 Q2	–	Sell	-1,000	Closed	-$18K	–	304
2022 Q1	$18K	Sell	1,000 -2,000	-67%	-$155K	﹤0.01%	291
2021 Q4	$13K	Buy	+3,000	New	+$187K	﹤0.01%	262
2021 Q3	–	Sell	-8,000	Closed	-$52K	–	260
2021 Q2	$52K	Buy	8,000 +1,500	+23%	+$89.6K	0.01%	239
2021 Q1	$31K	Buy	+6,500	New	+$341K	0.01%	228

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. 2,111 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.
2,111 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.