Prospect Financial Services’s ExxonMobil XOM Stock Holding History

Prospect Financial Services’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	$2.27M	Sell	16,619 -156	-0.9%	-$23.3K	1.15%	24
2026 Q1	$2.85M	Sell	16,775 -610	-4%	-$89K	1.74%	18
2025 Q4	$2.09M	Sell	17,385 -409	-2%	-$47.4K	1.2%	23
2025 Q3	$2.01M	Sell	17,794 -337	-2%	-$37.5K	1.15%	25
2025 Q2	$1.95M	Sell	18,131 -3,368	-16%	-$360K	1.22%	23
2025 Q1	$2.56M	Sell	21,499 -4,335	-17%	-$479K	1.42%	22
2024 Q4	$2.78M	Sell	25,834 -2,816	-10%	-$329K	1.52%	22
2024 Q3	$3.36M	Sell	28,650 -3,462	-11%	-$400K	2.08%	16
2024 Q2	$3.7M	Sell	32,112 -5,375	-14%	-$626K	2.84%	12
2024 Q1	$4.36M	Sell	37,487 -782	-2%	-$81.8K	3.6%	7
2023 Q4	$3.83M	Buy	+38,269	New	+$4.02M	3.86%	6

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 $3.37T AUM 44.26% 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

Prospect Financial Services's XOM Position: Q2 2026 in Review

Prospect Financial Services reduced its ExxonMobil (XOM) stake by 0.93% in Q2 2026, selling an estimated $23.3K and leaving 16,619 shares worth $2.27M. The position accounts for 1.15% of the portfolio, ranked #24.

Prospect Financial Services first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.36M in Q1 2024. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Prospect Financial Services held 16,619 shares of ExxonMobil worth $2.27M as of Q2 2026.
Prospect Financial Services sold 156 ExxonMobil shares in Q2 2026, an estimated $23.3K.
ExxonMobil made up 1.15% of Prospect Financial Services's portfolio in Q2 2026, its #24 holding.
Prospect Financial Services first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Prospect Financial Services's ExxonMobil position peaked at $4.36M in Q1 2024.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.