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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Phoenix Financial's XOM Position: Q1 2026 in Review

Phoenix Financial increased its ExxonMobil (XOM) stake by 22% in Q1 2026, buying an estimated $3.55M and bringing the position to 133,546 shares worth $22.7M. The position accounts for 0.21% of the portfolio, ranked #62.

Phoenix Financial first reported a position in XOM in Q2 2022 and has held it in 16 quarters since. 4,775 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Phoenix Financial held 133,546 shares of ExxonMobil worth $22.7M as of Q1 2026.
  • Phoenix Financial bought 24,337 ExxonMobil shares in Q1 2026, an estimated $3.55M.
  • ExxonMobil made up 0.21% of Phoenix Financial's portfolio in Q1 2026, its #62 holding.
  • Phoenix Financial first reported a position in ExxonMobil in Q2 2022 and has held it in 16 quarters since.
  • 4,775 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.