Personal CFO Solutions’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-27,189
| Closed | -$4.61M | – | 594 |
|
|
2026
Q1 | $4.61M | Sell |
27,189
-3,967
| -13% | -$579K | 0.65% | 27 |
|
|
2025
Q4 | $3.75M | Buy |
31,156
+871
| +3% | +$101K | 0.6% | 29 |
|
|
2025
Q3 | $3.41M | Buy |
30,285
+119
| +0.4% | +$13.2K | 0.6% | 27 |
|
|
2025
Q2 | $3.25M | Buy |
30,166
+905
| +3% | +$96.7K | 0.6% | 27 |
|
|
2025
Q1 | $3.48M | Buy |
29,261
+1,534
| +6% | +$170K | 0.71% | 20 |
|
|
2024
Q4 | $2.98M | Sell |
27,727
-2,570
| -8% | -$301K | 0.59% | 26 |
|
|
2024
Q3 | $3.55M | Sell |
30,297
-103
| -0.3% | -$11.9K | 0.5% | 44 |
|
|
2024
Q2 | $3.5M | Buy |
30,400
+1,351
| +5% | +$157K | 0.54% | 36 |
|
|
2024
Q1 | $3.38M | Buy |
29,049
+2,763
| +11% | +$289K | 0.53% | 39 |
|
|
2023
Q4 | $2.63M | Buy |
26,286
+4,925
| +23% | +$518K | 0.46% | 41 |
|
|
2023
Q3 | $2.51M | Buy |
21,361
+37
| +0.2% | +$4.06K | 0.5% | 41 |
|
|
2023
Q2 | $2.29M | Sell |
21,324
-406
| -2% | -$44.3K | 0.46% | 42 |
|
|
2023
Q1 | $2.38M | Buy |
21,730
+132
| +0.6% | +$14.6K | 0.49% | 41 |
|
|
2022
Q4 | $2.38M | Buy |
21,598
+1,908
| +10% | +$204K | 0.5% | 41 |
|
|
2022
Q3 | $1.72M | Buy |
19,690
+644
| +3% | +$58.8K | 0.43% | 46 |
|
|
2022
Q2 | $1.63M | Buy |
19,046
+1,320
| +7% | +$119K | 0.38% | 50 |
|
|
2022
Q1 | $1.46M | Buy |
17,726
+3,092
| +21% | +$240K | 0.29% | 62 |
|
|
2021
Q4 | $895K | Sell |
14,634
-1,288
| -8% | -$80.5K | 0.17% | 122 |
|
|
2021
Q3 | $937K | Buy |
15,922
+1,669
| +12% | +$95.1K | 0.19% | 114 |
|
|
2021
Q2 | $899K | Buy |
14,253
+3,218
| +29% | +$192K | 0.18% | 113 |
|
|
2021
Q1 | $616K | Buy |
11,035
+395
| +4% | +$20.7K | 0.13% | 142 |
|
|
2020
Q4 | $439K | Sell |
10,640
-6,900
| -39% | -$259K | 0.11% | 186 |
|
|
2020
Q3 | $1M | Sell |
17,540
-6,827
| -28% | -$279K | 0.33% | 133 |
|
|
2020
Q2 | $1.09M | Buy |
24,367
+1,873
| +8% | +$84K | 0.32% | 71 |
|
|
2020
Q1 | $854K | Buy |
22,494
+5,940
| +36% | +$328K | 0.31% | 74 |
|
|
2019
Q4 | $1.16M | Sell |
16,554
-5,812
| -26% | -$402K | 0.33% | 62 |
|
|
2019
Q3 | $1.68M | Buy |
+22,366
| New | +$1.62M | 0.67% | 23 |
|
Other funds holding XOM
Personal CFO Solutions's XOM Position: Q2 2026 in Review
Personal CFO Solutions sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 27,189 shares — an estimated $4.61M sold.
Personal CFO Solutions first reported a position in XOM in Q3 2019 and held it in 27 quarters. The position peaked at $4.61M in Q1 2026. 4,296 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Personal CFO Solutions reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
- Personal CFO Solutions sold 27,189 ExxonMobil shares in Q2 2026, an estimated $4.61M.
- Personal CFO Solutions first reported a position in ExxonMobil in Q3 2019 and held it in 27 quarters.
- Personal CFO Solutions's ExxonMobil position peaked at $4.61M in Q1 2026.
- 4,296 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.