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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oxford Financial Group's XOM Position: Q1 2026 in Review

Oxford Financial Group reduced its ExxonMobil (XOM) stake by 6.5% in Q1 2026, selling an estimated $191K and leaving 18,732 shares worth $3.18M. The position accounts for 0.17% of the portfolio, ranked #46.

Oxford Financial Group first reported a position in XOM in Q1 2020 and has held it in 25 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Oxford Financial Group held 18,732 shares of ExxonMobil worth $3.18M as of Q1 2026.
  • Oxford Financial Group sold 1,306 ExxonMobil shares in Q1 2026, an estimated $191K.
  • ExxonMobil made up 0.17% of Oxford Financial Group's portfolio in Q1 2026, its #46 holding.
  • Oxford Financial Group first reported a position in ExxonMobil in Q1 2020 and has held it in 25 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.