PAYA
XOM icon

Phil A. Younker & Associates’s ExxonMobil XOM Stock Holding History

Phil A. Younker & Associates’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 		$573K Sell
4,189
-989
-19% -$148K 0.39% 20
2026
Q1 		$878K Buy
5,178
+11
+0.2% +$1.6K 0.59% 21
2025
Q4 		$622K Buy
5,167
+640
+14% +$74.2K 0.43% 25
2025
Q3 		$510K Sell
4,527
-386
-8% -$42.9K 0.39% 26
2025
Q2 		$530K Buy
4,913
+14
+0.3% +$1.5K 0.52% 23
2025
Q1 		$583K Buy
4,899
+14
+0.3% +$1.55K 0.57% 21
2024
Q4 		$525K Buy
+4,885
New +$571K 0.53% 20

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 $3.38T AUM 44.17% 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

Phil A. Younker & Associates's XOM Position: Q2 2026 in Review

Phil A. Younker & Associates reduced its ExxonMobil (XOM) stake by 19% in Q2 2026, selling an estimated $148K and leaving 4,189 shares worth $573K. The position accounts for 0.39% of the portfolio, ranked #20.

Phil A. Younker & Associates first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $878K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Phil A. Younker & Associates held 4,189 shares of ExxonMobil worth $573K as of Q2 2026.
  • Phil A. Younker & Associates sold 989 ExxonMobil shares in Q2 2026, an estimated $148K.
  • ExxonMobil made up 0.39% of Phil A. Younker & Associates's portfolio in Q2 2026, its #20 holding.
  • Phil A. Younker & Associates first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Phil A. Younker & Associates's ExxonMobil position peaked at $878K in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.