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Resurgent Financial Advisors’s ExxonMobil XOM Stock Holding History

Resurgent Financial Advisors’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 		$3.4M Buy
24,901
+1,972
+9% +$295K 0.95% 23
2026
Q1 		$3.89M Buy
22,929
+1,979
+9% +$289K 1.4% 13
2025
Q4 		$2.52M Buy
20,950
+2,336
+13% +$271K 1.26% 14
2025
Q3 		$2.1M Buy
18,614
+251
+1% +$27.9K 1.03% 19
2025
Q2 		$1.98M Buy
18,363
+1,374
+8% +$147K 1.09% 19
2025
Q1 		$2.02M Sell
16,989
-82
-0.5% -$9.07K 1.21% 18
2024
Q4 		$1.84M Sell
17,071
-4,531
-21% -$530K 1.08% 19
2024
Q3 		$2.53M Buy
21,602
+4,805
+29% +$555K 1.48% 13
2024
Q2 		$1.93M Sell
16,797
-940
-5% -$109K 1.2% 17
2024
Q1 		$2.06M Buy
17,737
+2,813
+19% +$294K 1.1% 20
2023
Q4 		$1.49M Buy
14,924
+789
+6% +$82.9K 0.92% 23
2023
Q3 		$1.66M Buy
14,135
+839
+6% +$92K 1.13% 17
2023
Q2 		$1.43M Sell
13,296
-136
-1% -$14.8K 0.94% 22
2023
Q1 		$1.47M Sell
13,432
-2,111
-14% -$233K 0.98% 23
2022
Q4 		$1.71M Buy
15,543
+1,774
+13% +$190K 0.9% 21
2022
Q3 		$1.2M Buy
13,769
+2,087
+18% +$191K 0.8% 35
2022
Q2 		$1M Sell
11,682
-679
-5% -$61.2K 0.64% 44
2022
Q1 		$1.02M Buy
12,361
+263
+2% +$20.4K 0.63% 40
2021
Q4 		$740K Buy
+12,098
New +$756K 0.59% 49

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

Resurgent Financial Advisors's XOM Position: Q2 2026 in Review

Resurgent Financial Advisors increased its ExxonMobil (XOM) stake by 8.6% in Q2 2026, buying an estimated $295K and bringing the position to 24,901 shares worth $3.4M. The position accounts for 0.95% of the portfolio, ranked #23.

Resurgent Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.89M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Resurgent Financial Advisors held 24,901 shares of ExxonMobil worth $3.4M as of Q2 2026.
  • Resurgent Financial Advisors bought 1,972 ExxonMobil shares in Q2 2026, an estimated $295K.
  • ExxonMobil made up 0.95% of Resurgent Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Resurgent Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's ExxonMobil position peaked at $3.89M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.