Phillips Financial Management’s ExxonMobil XOM Stock Holding History

Phillips Financial Management’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	$505K	Buy	3,692 +139	+4%	+$20.8K	0.04%	142
2026 Q1	$603K	Sell	3,553 -42	-1%	-$6.13K	0.04%	133
2025 Q4	$433K	Buy	3,595 +826	+30%	+$95.8K	0.03%	149
2025 Q3	$312K	Buy	2,769 +401	+17%	+$44.6K	0.02%	169
2025 Q2	$255K	Sell	2,368 -127	-5%	-$13.6K	0.02%	169
2025 Q1	$297K	Buy	2,495 +153	+7%	+$16.9K	0.02%	158
2024 Q4	$252K	Buy	2,342 +229	+11%	+$26.8K	0.02%	159
2024 Q3	$248K	Sell	2,113 -199	-9%	-$23K	0.02%	167
2024 Q2	$266K	Buy	+2,312	New	+$269K	0.02%	158

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 $3.38T AUM 44.17% 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

Phillips Financial Management's XOM Position: Q2 2026 in Review

Phillips Financial Management increased its ExxonMobil (XOM) stake by 3.9% in Q2 2026, buying an estimated $20.8K and bringing the position to 3,692 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #142.

Phillips Financial Management first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $603K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Phillips Financial Management held 3,692 shares of ExxonMobil worth $505K as of Q2 2026.
Phillips Financial Management bought 139 ExxonMobil shares in Q2 2026, an estimated $20.8K.
ExxonMobil made up 0.04% of Phillips Financial Management's portfolio in Q2 2026, its #142 holding.
Phillips Financial Management first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Phillips Financial Management's ExxonMobil position peaked at $603K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.