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Northern Financial Advisors’s ExxonMobil XOM Stock Holding History

Northern Financial Advisors’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 		$4.23M Buy
24,937
+10,307
+70% +$1.5M 3.08% 7
2025
Q4 		$1.76M Sell
14,630
-9,561
-40% -$1.11M 2.01% 13
2025
Q3 		$2.73M Buy
24,191
+317
+1% +$35.2K 1.43% 19
2025
Q2 		$2.57M Buy
23,874
+906
+4% +$96.8K 1.93% 14
2025
Q1 		$2.73M Buy
22,968
+456
+2% +$50.4K 2.26% 8
2024
Q4 		$2.42M Sell
22,512
-792
-3% -$92.6K 1.93% 11
2024
Q3 		$2.73M Buy
23,304
+374
+2% +$43.2K 2.07% 9
2024
Q2 		$2.64M Buy
22,930
+334
+1% +$38.9K 2.12% 10
2024
Q1 		$2.63M Buy
22,596
+587
+3% +$61.4K 2.05% 9
2023
Q4 		$2.2M Buy
22,009
+453
+2% +$47.6K 1.85% 9
2023
Q3 		$2.53M Buy
21,556
+477
+2% +$52.3K 2.32% 6
2023
Q2 		$2.26M Buy
21,079
+311
+1% +$33.9K 1.99% 7
2023
Q1 		$2.28M Sell
20,768
-572
-3% -$63.3K 2.14% 6
2022
Q4 		$2.25M Buy
+21,340
New +$2.29M 2.55% 4

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

Northern Financial Advisors's XOM Position: Q1 2026 in Review

Northern Financial Advisors increased its ExxonMobil (XOM) stake by 70% in Q1 2026, buying an estimated $1.5M and bringing the position to 24,937 shares worth $4.23M. The position accounts for 3.08% of the portfolio, ranked #7.

Northern Financial Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Northern Financial Advisors held 24,937 shares of ExxonMobil worth $4.23M as of Q1 2026.
  • Northern Financial Advisors bought 10,307 ExxonMobil shares in Q1 2026, an estimated $1.5M.
  • ExxonMobil made up 3.08% of Northern Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • Northern Financial Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.