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My Personal CFO LLC’s ExxonMobil XOM Stock Holding History

My Personal CFO 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 		$295K Hold
2,160
– – 0.12% 80
2026
Q1 		$366K Sell
2,160
-1
-0% -$146 0.16% 68
2025
Q4 		$260K Sell
2,161
-588
-21% -$68.2K 0.11% 81
2025
Q3 		$310K Buy
2,749
+290
+12% +$32.2K 0.12% 71
2025
Q2 		$265K Sell
2,459
-25
-1% -$2.67K 0.12% 82
2025
Q1 		$295K Sell
2,484
-94
-4% -$10.4K 0.15% 74
2024
Q4 		$277K Buy
2,578
+4
+0.2% +$468 0.14% 77
2024
Q3 		$302K Sell
2,574
-155
-6% -$17.9K 0.17% 75
2024
Q2 		$314K Sell
2,729
-163
-6% -$19K 0.17% 83
2024
Q1 		$336K Sell
2,892
-50
-2% -$5.23K 0.19% 74
2023
Q4 		$294K Buy
2,942
+588
+25% +$61.8K 0.19% 80
2023
Q3 		$277K Buy
2,354
+9
+0.4% +$987 0.22% 68
2023
Q2 		$252K Sell
2,345
-28
-1% -$3.06K 0.2% 74
2023
Q1 		$260K Buy
2,373
+2,071
+686% +$229K 0.22% 62
2022
Q4 		$262K Buy
302
+300
+15,000% +$32.1K 0.24% 59
2022
Q3 		$215K Buy
+2
New +$183 0.33% 56

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

My Personal CFO LLC's XOM Position: Q2 2026 in Review

My Personal CFO LLC held its ExxonMobil (XOM) position steady in Q2 2026 at 2,160 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #80.

My Personal CFO LLC first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $366K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • My Personal CFO LLC held 2,160 shares of ExxonMobil worth $295K as of Q2 2026.
  • My Personal CFO LLC left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.12% of My Personal CFO LLC's portfolio in Q2 2026, its #80 holding.
  • My Personal CFO LLC first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • My Personal CFO LLC's ExxonMobil position peaked at $366K in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.