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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
Q2 		$3.39M Sell
24,778
-159
-0.6% -$23.8K 2.24% 12
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 $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

Northern Financial Advisors's XOM Position: Q2 2026 in Review

Northern Financial Advisors reduced its ExxonMobil (XOM) stake by 0.64% in Q2 2026, selling an estimated $23.8K and leaving 24,778 shares worth $3.39M. The position accounts for 2.24% of the portfolio, ranked #12.

Northern Financial Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.23M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Northern Financial Advisors held 24,778 shares of ExxonMobil worth $3.39M as of Q2 2026.
  • Northern Financial Advisors sold 159 ExxonMobil shares in Q2 2026, an estimated $23.8K.
  • ExxonMobil made up 2.24% of Northern Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Northern Financial Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's ExxonMobil position peaked at $4.23M in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.