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Narus Financial Partners’s ExxonMobil XOM Stock Holding History

Narus Financial Partners’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 		$1.12M Sell
8,179
-687
-8% -$103K 0.29% 64
2026
Q1 		$1.5M Buy
8,866
+1,211
+16% +$177K 0.39% 46
2025
Q4 		$921K Sell
7,655
-1,943
-20% -$225K 0.25% 63
2025
Q3 		$1.08M Buy
9,598
+7,200
+300% +$800K 0.3% 58
2025
Q2 		$259K Sell
2,398
-91
-4% -$9.73K 0.08% 128
2025
Q1 		$296K Buy
+2,489
New +$275K 0.1% 115
2024
Q4 		– Sell
-2,141
Closed -$251K – 159
2024
Q3 		$251K Sell
2,141
-245
-10% -$28.3K 0.09% 130
2024
Q2 		$275K Sell
2,386
-465
-16% -$54.2K 0.11% 115
2024
Q1 		$331K Sell
2,851
-85
-3% -$8.89K 0.14% 106
2023
Q4 		$294K Sell
2,936
-2,277
-44% -$239K 0.14% 102
2023
Q3 		$613K Sell
5,213
-23
-0.4% -$2.52K 0.31% 54
2023
Q2 		$562K Sell
5,236
-132
-2% -$14.4K 0.29% 60
2023
Q1 		$589K Buy
5,368
+263
+5% +$29.1K 0.32% 59
2022
Q4 		$563K Buy
5,105
+1,640
+47% +$176K 0.33% 53
2022
Q3 		$303K Buy
+3,465
New +$316K 0.19% 79
2021
Q1 		$452K Buy
+8,090
New +$424K 0.27% 54

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

Narus Financial Partners's XOM Position: Q2 2026 in Review

Narus Financial Partners reduced its ExxonMobil (XOM) stake by 7.7% in Q2 2026, selling an estimated $103K and leaving 8,179 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #64.

Narus Financial Partners first reported a position in XOM in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.5M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Narus Financial Partners held 8,179 shares of ExxonMobil worth $1.12M as of Q2 2026.
  • Narus Financial Partners sold 687 ExxonMobil shares in Q2 2026, an estimated $103K.
  • ExxonMobil made up 0.29% of Narus Financial Partners's portfolio in Q2 2026, its #64 holding.
  • Narus Financial Partners first reported a position in ExxonMobil in Q1 2021 and has held it in 16 quarters since.
  • Narus Financial Partners's ExxonMobil position peaked at $1.5M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.