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SACKS & ASSOCIATES, LLC’s ExxonMobil XOM Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$585K Buy
3,765
+4
+0.1% +$599 0.39% 50
2026
Q1 		$638K Buy
3,761
+4
+0.1% +$584 0.47% 45
2025
Q4 		$452K Buy
+3,757
New +$436K 0.33% 55

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's XOM Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its ExxonMobil (XOM) stake by 0.11% in Q2 2026, buying an estimated $599 and bringing the position to 3,765 shares worth $585K. The position accounts for 0.39% of the portfolio, ranked #50.

SACKS & ASSOCIATES, LLC first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $638K in Q1 2026. 2,685 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 3,765 shares of ExxonMobil worth $585K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 4 ExxonMobil shares in Q2 2026, an estimated $599.
  • ExxonMobil made up 0.39% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #50 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's ExxonMobil position peaked at $638K in Q1 2026.
  • 2,685 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.