Mechanics Financial Corp’s ExxonMobil XOM Stock Holding History

Mechanics Financial Corp’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	$779K	Buy	5,700 +1,355	+31%	+$203K	0.28%	76
2026 Q1	$737K	Buy	4,345 +3,625	+503%	+$529K	0.31%	70
2025 Q4	$86.6K	Hold	720	–	–	0.03%	150
2025 Q3	$81.2K	Hold	720	–	–	0.03%	151
2025 Q2	$77.6K	Sell	720 -1,100	-60%	-$118K	0.03%	148
2025 Q1	$216K	Buy	1,820 +1,167	+179%	+$129K	0.1%	112
2024 Q4	$70.2K	Sell	653 -40	-6%	-$4.68K	0.03%	151
2024 Q3	$81.2K	Hold	693	–	–	0.04%	141
2024 Q2	$79.8K	Hold	693	–	–	0.04%	146
2024 Q1	$80.6K	Hold	693	–	–	0.04%	144
2023 Q4	$69.3K	Hold	693	–	–	0.04%	142
2023 Q3	$81.5K	Hold	693	–	–	0.04%	136
2023 Q2	$74.3K	Sell	693 -1,100	-61%	-$120K	0.04%	142
2023 Q1	$197K	Buy	1,793 +800	+81%	+$88.5K	0.11%	110
2022 Q4	$110K	Sell	993 -100	-9%	-$10.7K	0.07%	134
2022 Q3	$95K	Hold	1,093	–	–	0.06%	136
2022 Q2	$94K	Sell	1,093 -200	-15%	-$18K	0.06%	140
2022 Q1	$107K	Sell	1,293 -200	-13%	-$15.5K	0.05%	136
2021 Q4	$91K	Buy	+1,493	New	+$93.3K	0.04%	137

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mechanics Financial Corp's XOM Position: Q2 2026 in Review

Mechanics Financial Corp increased its ExxonMobil (XOM) stake by 31% in Q2 2026, buying an estimated $203K and bringing the position to 5,700 shares worth $779K. The position accounts for 0.28% of the portfolio, ranked #76.

Mechanics Financial Corp first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Mechanics Financial Corp held 5,700 shares of ExxonMobil worth $779K as of Q2 2026.
Mechanics Financial Corp bought 1,355 ExxonMobil shares in Q2 2026, an estimated $203K.
ExxonMobil made up 0.28% of Mechanics Financial Corp's portfolio in Q2 2026, its #76 holding.
Mechanics Financial Corp first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.