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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
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 $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

Park Square Financial Group's XOM Position: Q1 2026 in Review

Park Square Financial Group reduced its ExxonMobil (XOM) stake by 63% in Q1 2026, selling an estimated $31.4K and leaving 127 shares worth $21.5K. The position accounts for 0.16% of the portfolio, ranked #38.

Park Square Financial Group first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $685K in Q1 2025. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Park Square Financial Group held 127 shares of ExxonMobil worth $21.5K as of Q1 2026.
  • Park Square Financial Group sold 215 ExxonMobil shares in Q1 2026, an estimated $31.4K.
  • ExxonMobil made up 0.16% of Park Square Financial Group's portfolio in Q1 2026, its #38 holding.
  • Park Square Financial Group first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's ExxonMobil position peaked at $685K in Q1 2025.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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