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PFG Investments’s ExxonMobil XOM Stock Holding History

PFG Investments’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 		$19.9M Buy
145,410
+2,578
+2% +$386K 0.77% 23
2026
Q1 		$24.2M Sell
142,832
-1,063
-0.7% -$155K 1.13% 14
2025
Q4 		$17.3M Sell
143,895
-1,238
-0.9% -$144K 0.82% 20
2025
Q3 		$16.4M Sell
145,133
-2,714
-2% -$302K 0.85% 16
2025
Q2 		$15.9M Buy
147,847
+334
+0.2% +$35.7K 0.93% 14
2025
Q1 		$17.5M Buy
147,513
+2,510
+2% +$278K 1.13% 10
2024
Q4 		$15.6M Buy
145,003
+304
+0.2% +$35.6K 0.97% 12
2024
Q3 		$17M Buy
144,699
+5,543
+4% +$640K 1.1% 10
2024
Q2 		$16M Buy
139,156
+5,294
+4% +$617K 1.14% 9
2024
Q1 		$15.6M Buy
133,862
+102,051
+321% +$10.7M 0.94% 11
2023
Q4 		$3.18M Buy
31,811
+1,468
+5% +$154K 0.59% 31
2023
Q3 		$3.57M Buy
30,343
+3,297
+12% +$362K 0.67% 23
2023
Q2 		$2.9M Buy
27,046
+1,844
+7% +$201K 0.51% 34
2023
Q1 		$2.76M Buy
+25,202
New +$2.79M 0.56% 30

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

PFG Investments's XOM Position: Q2 2026 in Review

PFG Investments increased its ExxonMobil (XOM) stake by 1.8% in Q2 2026, buying an estimated $386K and bringing the position to 145,410 shares worth $19.9M. The position accounts for 0.77% of the portfolio, ranked #23.

PFG Investments first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.2M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • PFG Investments held 145,410 shares of ExxonMobil worth $19.9M as of Q2 2026.
  • PFG Investments bought 2,578 ExxonMobil shares in Q2 2026, an estimated $386K.
  • ExxonMobil made up 0.77% of PFG Investments's portfolio in Q2 2026, its #23 holding.
  • PFG Investments first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's ExxonMobil position peaked at $24.2M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.