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Park Square Financial Group’s ExxonMobil XOM Stock Holding History

Park Square 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 		$14.2K Sell
104
-23
-18% -$3.44K 0.13% 50
2026
Q1 		$21.5K Sell
127
-215
-63% -$31.4K 0.16% 38
2025
Q4 		$36.8K Buy
342
+12
+4% +$1.39K 0.22% 44
2025
Q3 		$37.2K Sell
330
-5,168
-94% -$575K 0.16% 46
2025
Q2 		$593K Sell
5,498
-265
-5% -$28.3K 0.43% 45
2025
Q1 		$685K Sell
5,763
-186
-3% -$20.6K 0.54% 34
2024
Q4 		$640K Buy
+5,949
New +$696K 0.44% 37

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

Park Square Financial Group's XOM Position: Q2 2026 in Review

Park Square Financial Group reduced its ExxonMobil (XOM) stake by 18% in Q2 2026, selling an estimated $3.44K and leaving 104 shares worth $14.2K. The position accounts for 0.13% of the portfolio, ranked #50.

Park Square Financial Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $685K in Q1 2025. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Park Square Financial Group held 104 shares of ExxonMobil worth $14.2K as of Q2 2026.
  • Park Square Financial Group sold 23 ExxonMobil shares in Q2 2026, an estimated $3.44K.
  • ExxonMobil made up 0.13% of Park Square Financial Group's portfolio in Q2 2026, its #50 holding.
  • Park Square Financial Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's ExxonMobil position peaked at $685K in Q1 2025.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.