O'Connor Financial Group’s ExxonMobil XOM Stock Holding History

O'Connor Financial Group’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	$495K	Buy	3,622 +109	+3%	+$16.3K	0.18%	43
2026 Q1	$596K	Buy	3,513 +23	+0.7%	+$3.36K	0.24%	37
2025 Q4	$471K	Buy	3,490 +60	+2%	+$6.96K	0.19%	42
2025 Q3	$387K	Buy	3,430 +170	+5%	+$18.9K	0.16%	46
2025 Q2	$366K	Sell	3,260 -23	-0.7%	-$2.46K	0.16%	43
2025 Q1	$390K	Buy	3,283 +89	+3%	+$9.84K	0.2%	38
2024 Q4	$344K	Sell	3,194 -59	-2%	-$6.9K	0.18%	40
2024 Q3	$381K	Buy	3,253 +57	+2%	+$6.58K	0.2%	38
2024 Q2	$368K	Buy	3,196 +203	+7%	+$23.6K	0.21%	36
2024 Q1	$348K	Sell	2,993 -61	-2%	-$6.38K	0.21%	34
2023 Q4	$305K	Sell	3,054 -38	-1%	-$3.99K	0.19%	47
2023 Q3	$364K	Buy	3,092 +34	+1%	+$3.73K	0.25%	43
2023 Q2	$328K	Buy	3,058 +6	+0.2%	+$655	0.23%	44
2023 Q1	$335K	Buy	+3,052	New	+$338K	0.25%	46

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

O'Connor Financial Group's XOM Position: Q2 2026 in Review

O'Connor Financial Group increased its ExxonMobil (XOM) stake by 3.1% in Q2 2026, buying an estimated $16.3K and bringing the position to 3,622 shares worth $495K. The position accounts for 0.18% of the portfolio, ranked #43.

O'Connor Financial Group first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $596K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

O'Connor Financial Group held 3,622 shares of ExxonMobil worth $495K as of Q2 2026.
O'Connor Financial Group bought 109 ExxonMobil shares in Q2 2026, an estimated $16.3K.
ExxonMobil made up 0.18% of O'Connor Financial Group's portfolio in Q2 2026, its #43 holding.
O'Connor Financial Group first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
O'Connor Financial Group's ExxonMobil position peaked at $596K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.