Novak & Powell Financial Services’s ExxonMobil XOM Stock Holding History

Novak & Powell Financial Services’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	$814K	Sell	5,953 -193	-3%	-$28.9K	0.38%	56
2026 Q1	$1.04M	Buy	6,146 +6	+0.1%	+$876	0.56%	43
2025 Q4	$739K	Buy	6,140 +19	+0.3%	+$2.2K	0.39%	55
2025 Q3	$690K	Sell	6,121 -101	-2%	-$11.2K	0.36%	61
2025 Q2	$671K	Sell	6,222 -378	-6%	-$40.4K	0.47%	49
2025 Q1	$785K	Buy	6,600 +21	+0.3%	+$2.32K	0.49%	51
2024 Q4	$708K	Sell	6,579 -95	-1%	-$11.1K	0.42%	55
2024 Q3	$782K	Sell	6,674 -258	-4%	-$29.8K	0.45%	53
2024 Q2	$798K	Buy	6,932 +273	+4%	+$31.8K	0.5%	50
2024 Q1	$762K	Sell	6,659 -29	-0.4%	-$3.03K	0.57%	45
2023 Q4	$669K	Buy	+6,688	New	+$703K	0.45%	55

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Novak & Powell Financial Services's XOM Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its ExxonMobil (XOM) stake by 3.1% in Q2 2026, selling an estimated $28.9K and leaving 5,953 shares worth $814K. The position accounts for 0.38% of the portfolio, ranked #56.

Novak & Powell Financial Services first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Novak & Powell Financial Services held 5,953 shares of ExxonMobil worth $814K as of Q2 2026.
Novak & Powell Financial Services sold 193 ExxonMobil shares in Q2 2026, an estimated $28.9K.
ExxonMobil made up 0.38% of Novak & Powell Financial Services's portfolio in Q2 2026, its #56 holding.
Novak & Powell Financial Services first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's ExxonMobil position peaked at $1.04M in Q1 2026.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.