OFG
XOM icon

Oxford Financial Group’s ExxonMobil XOM Stock Holding History

Oxford 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 		$2.58M Buy
18,877
+145
+0.8% +$21.7K 0.13% 54
2026
Q1 		$3.18M Sell
18,732
-1,306
-7% -$191K 0.17% 46
2025
Q4 		$2.41M Sell
20,038
-1,844
-8% -$214K 0.13% 53
2025
Q3 		$2.47M Buy
21,882
+2,287
+12% +$254K 0.14% 53
2025
Q2 		$2.11M Sell
19,595
-340
-2% -$36.3K 0.13% 55
2025
Q1 		$2.37M Sell
19,935
-736
-4% -$81.4K 0.17% 46
2024
Q4 		$2.22M Sell
20,671
-621
-3% -$72.6K 0.14% 53
2024
Q3 		$2.5M Sell
21,292
-1,560
-7% -$180K 0.16% 50
2024
Q2 		$2.63M Buy
22,852
+958
+4% +$112K 0.17% 47
2024
Q1 		$2.54M Sell
21,894
-4,376
-17% -$458K 0.18% 44
2023
Q4 		$2.63M Buy
26,270
+172
+0.7% +$18.1K 0.19% 44
2023
Q3 		$3.07M Sell
26,098
-908
-3% -$99.6K 0.27% 40
2023
Q2 		$2.9M Buy
27,006
+5,463
+25% +$596K 0.28% 38
2023
Q1 		$2.36M Buy
21,543
+1,435
+7% +$159K 0.27% 38
2022
Q4 		$2.22M Buy
20,108
+974
+5% +$104K 0.26% 38
2022
Q3 		$1.67M Sell
19,134
-3,267
-15% -$298K 0.25% 37
2022
Q2 		$1.92M Buy
22,401
+3,174
+17% +$286K 0.28% 36
2022
Q1 		$1.59M Sell
19,227
-529
-3% -$41.1K 0.2% 50
2021
Q4 		$1.21M Sell
19,756
-1,972
-9% -$123K 0.14% 70
2021
Q3 		$1.28M Buy
21,728
+465
+2% +$26.5K 0.16% 57
2021
Q2 		$1.34M Sell
21,263
-2,011
-9% -$120K 0.18% 54
2021
Q1 		$1.3M Sell
23,274
-1,340
-5% -$70.3K 0.18% 50
2020
Q4 		$1.01M Sell
24,614
-1,360
-5% -$51K 0.15% 63
2020
Q3 		$892K Sell
25,974
-2,216
-8% -$90.6K 0.14% 63
2020
Q2 		$1.26M Buy
28,190
+61
+0.2% +$2.74K 0.21% 44
2020
Q1 		$1.07M Buy
+28,129
New +$1.55M 0.21% 48

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Oxford Financial Group increased its ExxonMobil (XOM) stake by 0.77% in Q2 2026, buying an estimated $21.7K and bringing the position to 18,877 shares worth $2.58M. The position accounts for 0.13% of the portfolio, ranked #54.

Oxford Financial Group first reported a position in XOM in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.18M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Oxford Financial Group held 18,877 shares of ExxonMobil worth $2.58M as of Q2 2026.
  • Oxford Financial Group bought 145 ExxonMobil shares in Q2 2026, an estimated $21.7K.
  • ExxonMobil made up 0.13% of Oxford Financial Group's portfolio in Q2 2026, its #54 holding.
  • Oxford Financial Group first reported a position in ExxonMobil in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's ExxonMobil position peaked at $3.18M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.