Patriot Financial Group Insurance Agency’s ExxonMobil XOM Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-78,012	Closed	-$13.2M	–	703
2026 Q1	$13.2M	Buy	78,012 +40,223	+106%	+$5.87M	0.75%	24
2025 Q4	$4.55M	Buy	37,789 +2,249	+6%	+$261K	0.54%	48
2025 Q3	$4.01M	Sell	35,540 -2,172	-6%	-$241K	0.51%	49
2025 Q2	$4.07M	Buy	37,712 +2,892	+8%	+$309K	0.47%	53
2025 Q1	$4.14M	Sell	34,820 -1,325	-4%	-$147K	0.56%	42
2024 Q4	$3.89M	Sell	36,145 -37	-0.1%	-$4.33K	0.52%	45
2024 Q3	$4.24M	Buy	36,182 +2,694	+8%	+$311K	0.57%	38
2024 Q2	$3.86M	Buy	33,488 +2,217	+7%	+$258K	0.57%	36
2024 Q1	$3.63M	Buy	31,271 +2,149	+7%	+$225K	0.58%	34
2023 Q4	$2.91M	Buy	29,122 +1,532	+6%	+$161K	0.55%	37
2023 Q3	$3.24M	Buy	27,590 +1,123	+4%	+$123K	0.67%	26
2023 Q2	$2.84M	Buy	26,467 +1,588	+6%	+$173K	0.54%	34
2023 Q1	$2.73M	Buy	24,879 +2,474	+11%	+$274K	0.55%	32
2022 Q4	$2.47M	Sell	22,405 -284	-1%	-$30.4K	0.33%	33
2022 Q3	$1.98M	Buy	22,689 +657	+3%	+$60K	0.48%	44
2022 Q2	$1.89M	Buy	22,032 +367	+2%	+$33.1K	0.38%	48
2022 Q1	$1.79M	Sell	21,665 -2,357	-10%	-$183K	0.32%	61
2021 Q4	$1.47M	Buy	24,022 +2,803	+13%	+$175K	0.24%	92
2021 Q3	$1.25M	Buy	21,219 +1,647	+8%	+$93.9K	0.22%	109
2021 Q2	$1.24M	Buy	19,572 +774	+4%	+$46.2K	0.23%	106
2021 Q1	$1.05M	Sell	18,798 -3,608	-16%	-$189K	0.24%	102
2020 Q4	$924K	Sell	22,406 -427	-2%	-$16K	0.23%	100
2020 Q3	$784K	Sell	22,833 -8,537	-27%	-$349K	0.26%	88
2020 Q2	$1.4M	Buy	31,370 +84	+0.3%	+$3.77K	0.54%	37
2020 Q1	$1.19M	Buy	31,286 +9,107	+41%	+$503K	0.54%	33
2019 Q4	$1.55M	Sell	22,179 -1,871	-8%	-$129K	0.58%	30
2019 Q3	$1.7M	Sell	24,050 -1,288	-5%	-$93.1K	0.76%	22
2019 Q2	$1.92M	Buy	25,338 +1,908	+8%	+$148K	0.83%	19
2019 Q1	$1.89M	Buy	23,430 +400	+2%	+$30.5K	0.97%	14
2018 Q4	$1.57M	Buy	23,030 +190	+0.8%	+$14.9K	1.03%	13
2018 Q3	$1.94M	Buy	22,840 +13,029	+133%	+$1.07M	1.16%	12
2018 Q2	$812K	Sell	9,811 -5,079	-34%	-$405K	0.87%	22
2018 Q1	$1.09M	Buy	14,890 +387	+3%	+$30.9K	0.81%	20
2017 Q4	$1.26M	Buy	14,503 +1,724	+13%	+$143K	0.94%	20
2017 Q3	$1.05M	Buy	12,779 +928	+8%	+$73.7K	0.94%	16
2017 Q2	$950K	Buy	11,851 +208	+2%	+$17K	0.99%	14
2017 Q1	$961K	Buy	11,643 +3,389	+41%	+$283K	1.01%	15
2016 Q4	$709K	Buy	+8,254	New	+$721K	0.97%	13

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

Patriot Financial Group Insurance Agency's XOM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 78,012 shares — an estimated $13.2M sold.

Patriot Financial Group Insurance Agency first reported a position in XOM in Q4 2016 and held it in 38 quarters. The position peaked at $13.2M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 78,012 ExxonMobil shares in Q2 2026, an estimated $13.2M.
Patriot Financial Group Insurance Agency first reported a position in ExxonMobil in Q4 2016 and held it in 38 quarters.
Patriot Financial Group Insurance Agency's ExxonMobil position peaked at $13.2M in Q1 2026.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.