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Provident Living Financial Services’s ExxonMobil XOM Stock Holding History

Provident Living 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 		$1.07M Buy
7,827
+464
+6% +$69.4K 1.05% 21
2026
Q1 		$1.25M Sell
7,363
-47
-0.6% -$6.86K 1.38% 18
2025
Q4 		$892K Buy
+7,410
New +$859K 0.88% 23

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Provident Living Financial Services's XOM Position: Q2 2026 in Review

Provident Living Financial Services increased its ExxonMobil (XOM) stake by 6.3% in Q2 2026, buying an estimated $69.4K and bringing the position to 7,827 shares worth $1.07M. The position accounts for 1.05% of the portfolio, ranked #21.

Provident Living Financial Services first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 2,746 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Provident Living Financial Services held 7,827 shares of ExxonMobil worth $1.07M as of Q2 2026.
  • Provident Living Financial Services bought 464 ExxonMobil shares in Q2 2026, an estimated $69.4K.
  • ExxonMobil made up 1.05% of Provident Living Financial Services's portfolio in Q2 2026, its #21 holding.
  • Provident Living Financial Services first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Provident Living Financial Services's ExxonMobil position peaked at $1.25M in Q1 2026.
  • 2,746 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.