Northstar Financial Companies’s ExxonMobil XOM Stock Holding History

Northstar Financial Companies’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	$3.05M	Buy	22,288 +3,027	+16%	+$453K	2.05%	12
2026 Q1	$3.27M	Buy	19,261 +4,140	+27%	+$604K	2.6%	9
2025 Q4	$1.82M	Buy	15,121 +9,692	+179%	+$1.12M	1.45%	15
2025 Q3	$612K	Buy	5,429 +14	+0.3%	+$1.56K	0.57%	44
2025 Q2	$584K	Sell	5,415 -4,318	-44%	-$462K	0.61%	40
2025 Q1	$1.16M	Sell	9,733 -1,260	-11%	-$139K	1.26%	16
2024 Q4	$1.18M	Buy	+10,993	New	+$1.29M	1.12%	17

Other funds holding XOM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Northstar Financial Companies's XOM Position: Q2 2026 in Review

Northstar Financial Companies increased its ExxonMobil (XOM) stake by 16% in Q2 2026, buying an estimated $453K and bringing the position to 22,288 shares worth $3.05M. The position accounts for 2.05% of the portfolio, ranked #12.

Northstar Financial Companies first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.27M in Q1 2026. 2,675 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Northstar Financial Companies held 22,288 shares of ExxonMobil worth $3.05M as of Q2 2026.
Northstar Financial Companies bought 3,027 ExxonMobil shares in Q2 2026, an estimated $453K.
ExxonMobil made up 2.05% of Northstar Financial Companies's portfolio in Q2 2026, its #12 holding.
Northstar Financial Companies first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Northstar Financial Companies's ExxonMobil position peaked at $3.27M in Q1 2026.
2,675 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.