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Mosaic Financial Group’s ExxonMobil XOM Stock Holding History

Mosaic 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
Q1 		$1.03M Sell
6,071
-53
-0.9% -$7.73K 0.73% 35
2025
Q4 		$737K Sell
6,124
-91
-1% -$10.6K 0.5% 44
2025
Q3 		$701K Buy
6,215
+21
+0.3% +$2.33K 0.5% 45
2025
Q2 		$668K Sell
6,194
-427
-6% -$45.6K 0.51% 47
2025
Q1 		$787K Sell
6,621
-239
-3% -$26.4K 0.64% 41
2024
Q4 		$738K Sell
6,860
-1,305
-16% -$153K 0.53% 44
2024
Q3 		$957K Buy
8,165
+157
+2% +$18.1K 0.68% 38
2024
Q2 		$922K Buy
8,008
+487
+6% +$56.7K 0.66% 40
2024
Q1 		$874K Buy
+7,521
New +$787K 0.7% 38

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mosaic Financial Group's XOM Position: Q1 2026 in Review

Mosaic Financial Group reduced its ExxonMobil (XOM) stake by 0.87% in Q1 2026, selling an estimated $7.73K and leaving 6,071 shares worth $1.03M. The position accounts for 0.73% of the portfolio, ranked #35.

Mosaic Financial Group first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Mosaic Financial Group held 6,071 shares of ExxonMobil worth $1.03M as of Q1 2026.
  • Mosaic Financial Group sold 53 ExxonMobil shares in Q1 2026, an estimated $7.73K.
  • ExxonMobil made up 0.73% of Mosaic Financial Group's portfolio in Q1 2026, its #35 holding.
  • Mosaic Financial Group first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.