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Principal Securities’s ExxonMobil XOM Stock Holding History

Principal Securities’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 		$15.6M Buy
113,887
+4,736
+4% +$709K 0.19% 103
2026
Q1 		$18.5M Buy
109,151
+74
+0.1% +$10.8K 0.27% 66
2025
Q4 		$13.1M Buy
109,077
+3,673
+3% +$426K 0.2% 94
2025
Q3 		$11.9M Buy
105,404
+4,918
+5% +$547K 0.2% 100
2025
Q2 		$10.8M Buy
100,486
+8,803
+10% +$941K 0.2% 95
2025
Q1 		$9.86M Buy
91,683
+164
+0.2% +$18.1K 0.22% 90
2024
Q4 		$9.84M Buy
91,519
+5,277
+6% +$617K 0.22% 89
2024
Q3 		$10.1M Buy
86,242
+9,385
+12% +$1.08M 0.24% 83
2024
Q2 		$8.85M Buy
76,857
+10,579
+16% +$1.23M 0.24% 79
2024
Q1 		$7.7M Buy
66,278
+5,926
+10% +$620K 0.24% 84
2023
Q4 		$6.03M Buy
+60,352
New +$6.34M 0.22% 94

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 $3.37T AUM 44.26% 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

Principal Securities's XOM Position: Q2 2026 in Review

Principal Securities increased its ExxonMobil (XOM) stake by 4.3% in Q2 2026, buying an estimated $709K and bringing the position to 113,887 shares worth $15.6M. The position accounts for 0.19% of the portfolio, ranked #103.

Principal Securities first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.5M in Q1 2026. 4,267 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Principal Securities held 113,887 shares of ExxonMobil worth $15.6M as of Q2 2026.
  • Principal Securities bought 4,736 ExxonMobil shares in Q2 2026, an estimated $709K.
  • ExxonMobil made up 0.19% of Principal Securities's portfolio in Q2 2026, its #103 holding.
  • Principal Securities first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's ExxonMobil position peaked at $18.5M in Q1 2026.
  • 4,267 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.