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Omega Financial Group’s ExxonMobil XOM Stock Holding History

Omega 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 		– Sell
-1,781
Closed -$302K – 105
2026
Q1 		$302K Sell
1,781
-6
-0.3% -$876 0.1% 77
2025
Q4 		$215K Sell
1,787
-111
-6% -$12.9K 0.07% 98
2025
Q3 		$214K Sell
1,898
-222
-10% -$24.7K 0.07% 100
2025
Q2 		$229K Sell
2,120
-37
-2% -$3.96K 0.08% 91
2025
Q1 		$257K Sell
2,157
-57
-3% -$6.3K 0.1% 74
2024
Q4 		$238K Buy
2,214
+4
+0.2% +$468 0.09% 78
2024
Q3 		$259K Buy
2,210
+367
+20% +$42.4K 0.1% 73
2024
Q2 		$212K Sell
1,843
-79
-4% -$9.2K 0.09% 80
2024
Q1 		$223K Buy
+1,922
New +$201K 0.09% 78

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Omega Financial Group's XOM Position: Q2 2026 in Review

Omega Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,781 shares — an estimated $302K sold.

Omega Financial Group first reported a position in XOM in Q1 2024 and held it in 9 quarters. The position peaked at $302K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Omega Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Omega Financial Group sold 1,781 ExxonMobil shares in Q2 2026, an estimated $302K.
  • Omega Financial Group first reported a position in ExxonMobil in Q1 2024 and held it in 9 quarters.
  • Omega Financial Group's ExxonMobil position peaked at $302K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.