PFG
XOM icon

Prosperity Financial Group’s ExxonMobil XOM Stock Holding History

Prosperity Financial Group’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 		– Sell
-2,031
Closed -$345K – 203
2026
Q1 		$345K Sell
2,031
-40
-2% -$5.84K 0.13% 132
2025
Q4 		$249K Hold
2,071
– – 0.09% 152
2025
Q3 		$234K Buy
2,071
+13
+0.6% +$1.45K 0.09% 151
2025
Q2 		$222K Sell
2,058
-196
-9% -$21K 0.09% 150
2025
Q1 		$268K Buy
2,254
+11
+0.5% +$1.22K 0.13% 128
2024
Q4 		$241K Buy
2,243
+301
+15% +$35.2K 0.12% 140
2024
Q3 		$228K Sell
1,942
-27
-1% -$3.12K 0.13% 133
2024
Q2 		$227K Sell
1,969
-160
-8% -$18.6K 0.14% 124
2024
Q1 		$247K Buy
2,129
+22
+1% +$2.3K 0.15% 121
2023
Q4 		$211K Buy
2,107
+257
+14% +$27K 0.15% 119
2023
Q3 		$218K Sell
1,850
-162
-8% -$17.8K 0.18% 99
2023
Q2 		$216K Buy
+2,012
New +$220K 0.19% 114

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

Prosperity Financial Group's XOM Position: Q2 2026 in Review

Prosperity Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,031 shares — an estimated $345K sold.

Prosperity Financial Group first reported a position in XOM in Q2 2023 and held it in 12 quarters. The position peaked at $345K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Prosperity Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Prosperity Financial Group sold 2,031 ExxonMobil shares in Q2 2026, an estimated $345K.
  • Prosperity Financial Group first reported a position in ExxonMobil in Q2 2023 and held it in 12 quarters.
  • Prosperity Financial Group's ExxonMobil position peaked at $345K in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.