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Oakland Financial Corp’s ExxonMobil XOM Stock Holding History

Oakland Financial Corp’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 		– Sell
-2,000
Closed -$339K – 10
2026
Q1 		$339K Hold
2,000
– – 5.35% 8
2025
Q4 		$241K Hold
2,000
– – 3.99% 8
2025
Q3 		$226K Hold
2,000
– – 3.84% 8
2025
Q2 		$216K Hold
2,000
– – 4.06% 10
2025
Q1 		$238K Hold
2,000
– – 3.52% 12
2024
Q4 		$215K Buy
+2,000
New +$234K 2.46% 16

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Oakland Financial Corp's XOM Position: Q2 2026 in Review

Oakland Financial Corp sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,000 shares — an estimated $339K sold.

Oakland Financial Corp first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $339K in Q1 2026. 2,678 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Oakland Financial Corp reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Oakland Financial Corp sold 2,000 ExxonMobil shares in Q2 2026, an estimated $339K.
  • Oakland Financial Corp first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
  • Oakland Financial Corp's ExxonMobil position peaked at $339K in Q1 2026.
  • 2,678 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Oakland Financial Corp's 13F filing for Q2 2026, filed 3 Aug 2026.