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Phoenix Financial’s ExxonMobil XOM Stock Holding History

Phoenix Financial’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 		$18.9M Buy
138,000
+4,454
+3% +$667K 0.13% 79
2026
Q1 		$22.7M Buy
133,546
+24,337
+22% +$3.55M 0.21% 62
2025
Q4 		$13M Sell
109,209
-1,701
-2% -$197K 0.14% 69
2025
Q3 		$12.3M Buy
110,910
+1,796
+2% +$200K 0.15% 75
2025
Q2 		$11.8M Buy
109,114
+12,064
+12% +$1.29M 0.16% 76
2025
Q1 		$11.6M Buy
97,050
+18,752
+24% +$2.07M 0.18% 85
2024
Q4 		$8.42M Sell
78,298
-13,616
-15% -$1.59M 0.11% 99
2024
Q3 		$10.8M Buy
91,914
+31,257
+52% +$3.61M 0.16% 88
2024
Q2 		$6.98M Buy
60,657
+10,892
+22% +$1.27M 0.11% 110
2024
Q1 		$5.78M Buy
49,765
+14,391
+41% +$1.51M 0.08% 126
2023
Q4 		$3.65M Buy
35,374
+3,702
+12% +$389K 0.06% 142
2023
Q3 		$3.75M Buy
31,672
+9,349
+42% +$1.03M 0.07% 128
2023
Q2 		$2.38M Buy
22,323
+14,535
+187% +$1.59M 0.05% 144
2023
Q1 		$845K Buy
7,788
+753
+11% +$83.3K 0.02% 195
2022
Q4 		$776K Sell
7,035
-1,376
-16% -$147K 0.02% 202
2022
Q3 		$746K Buy
8,411
+1,252
+17% +$114K 0.02% 222
2022
Q2 		$613K Buy
+7,159
New +$646K 0.01% 269

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

Phoenix Financial's XOM Position: Q2 2026 in Review

Phoenix Financial increased its ExxonMobil (XOM) stake by 3.3% in Q2 2026, buying an estimated $667K and bringing the position to 138,000 shares worth $18.9M. The position accounts for 0.13% of the portfolio, ranked #79.

Phoenix Financial first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $22.7M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Phoenix Financial held 138,000 shares of ExxonMobil worth $18.9M as of Q2 2026.
  • Phoenix Financial bought 4,454 ExxonMobil shares in Q2 2026, an estimated $667K.
  • ExxonMobil made up 0.13% of Phoenix Financial's portfolio in Q2 2026, its #79 holding.
  • Phoenix Financial first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
  • Phoenix Financial's ExxonMobil position peaked at $22.7M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.