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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
Q2 		$816K Sell
5,972
-99
-2% -$14.8K 0.52% 45
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mosaic Financial Group's XOM Position: Q2 2026 in Review

Mosaic Financial Group reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2026, selling an estimated $14.8K and leaving 5,972 shares worth $816K. The position accounts for 0.52% of the portfolio, ranked #45.

Mosaic Financial Group first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Mosaic Financial Group held 5,972 shares of ExxonMobil worth $816K as of Q2 2026.
  • Mosaic Financial Group sold 99 ExxonMobil shares in Q2 2026, an estimated $14.8K.
  • ExxonMobil made up 0.52% of Mosaic Financial Group's portfolio in Q2 2026, its #45 holding.
  • Mosaic Financial Group first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • Mosaic Financial Group's ExxonMobil position peaked at $1.03M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.