NavPoint Financial’s ExxonMobil XOM Stock Holding History

NavPoint Financial’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	$1.2M	Buy	8,786 +28	+0.3%	+$4.19K	0.45%	42
2026 Q1	$1.49M	Buy	8,758 +461	+6%	+$67.3K	0.6%	35
2025 Q4	$998K	Buy	8,297 +31	+0.4%	+$3.6K	0.43%	41
2025 Q3	$932K	Buy	8,266 +32	+0.4%	+$3.56K	0.49%	36
2025 Q2	$888K	Buy	8,234 +39	+0.5%	+$4.17K	0.54%	33
2025 Q1	$975K	Buy	8,195 +38	+0.5%	+$4.2K	0.69%	27
2024 Q4	$877K	Buy	8,157 +37	+0.5%	+$4.33K	0.69%	27
2024 Q3	$952K	Buy	8,120 +39	+0.5%	+$4.5K	0.77%	27
2024 Q2	$930K	Buy	8,081 +302	+4%	+$35.2K	0.81%	26
2024 Q1	$904K	Buy	7,779 +39	+0.5%	+$4.08K	0.79%	27
2023 Q4	$774K	Buy	+7,740	New	+$813K	0.71%	28

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

NavPoint Financial's XOM Position: Q2 2026 in Review

NavPoint Financial increased its ExxonMobil (XOM) stake by 0.32% in Q2 2026, buying an estimated $4.19K and bringing the position to 8,786 shares worth $1.2M. The position accounts for 0.45% of the portfolio, ranked #42.

NavPoint Financial first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q1 2026. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

NavPoint Financial held 8,786 shares of ExxonMobil worth $1.2M as of Q2 2026.
NavPoint Financial bought 28 ExxonMobil shares in Q2 2026, an estimated $4.19K.
ExxonMobil made up 0.45% of NavPoint Financial's portfolio in Q2 2026, its #42 holding.
NavPoint Financial first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
NavPoint Financial's ExxonMobil position peaked at $1.49M in Q1 2026.
2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.