Paragon Financial Partners’s ExxonMobil XOM Stock Holding History

Paragon Financial Partners’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	$352K	Buy	2,263 +33	+1%	+$4.94K	0.19%	64
2026 Q1	$333K	Buy	2,230 +6	+0.3%	+$876	0.19%	63
2025 Q4	$268K	Buy	2,224 +7	+0.3%	+$812	0.16%	67
2025 Q3	$250K	Buy	2,217 +7	+0.3%	+$778	0.16%	67
2025 Q2	$238K	Buy	2,210 +6	+0.3%	+$641	0.16%	68
2025 Q1	$262K	Buy	2,204 +3	+0.1%	+$332	0.21%	62
2024 Q4	$237K	Sell	2,201 -228	-9%	-$26.7K	0.18%	66
2024 Q3	$285K	Buy	2,429 +4	+0.2%	+$462	0.21%	69
2024 Q2	$279K	Buy	2,425 +4	+0.2%	+$466	0.22%	68
2024 Q1	$281K	Buy	2,421 +4	+0.2%	+$419	0.23%	70
2023 Q4	$242K	Buy	2,417 +165	+7%	+$17.3K	0.23%	73
2023 Q3	$265K	Buy	2,252 +1	+0%	+$110	0.28%	66
2023 Q2	$241K	Buy	2,251 +2	+0.1%	+$218	0.23%	72
2023 Q1	$247K	Buy	2,249 +1	+0%	+$111	0.26%	71
2022 Q4	$248K	Buy	+2,248	New	+$241K	0.27%	66
2022 Q3	–	Sell	-2,445	Closed	-$209K	–	80
2022 Q2	$209K	Buy	2,445 +1	+0%	+$90	0.21%	78
2022 Q1	$202K	Buy	+2,444	New	+$190K	0.18%	84

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Paragon Financial Partners's XOM Position: Q2 2026 in Review

Paragon Financial Partners increased its ExxonMobil (XOM) stake by 1.5% in Q2 2026, buying an estimated $4.94K and bringing the position to 2,263 shares worth $352K. The position accounts for 0.19% of the portfolio, ranked #64.

Paragon Financial Partners first reported a position in XOM in Q1 2022 and has held it in 17 quarters since. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Paragon Financial Partners held 2,263 shares of ExxonMobil worth $352K as of Q2 2026.
Paragon Financial Partners bought 33 ExxonMobil shares in Q2 2026, an estimated $4.94K.
ExxonMobil made up 0.19% of Paragon Financial Partners's portfolio in Q2 2026, its #64 holding.
Paragon Financial Partners first reported a position in ExxonMobil in Q1 2022 and has held it in 17 quarters since.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.