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Safeguard Investment Advisory Group’s ExxonMobil XOM Stock Holding History

Safeguard Investment Advisory 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 		$390K Sell
2,850
-5,472
-66% -$819K 0.09% 106
2026
Q1 		$1.41M Sell
8,322
-644
-7% -$94K 0.39% 27
2025
Q4 		$1.08M Sell
8,966
-359
-4% -$41.6K 0.28% 38
2025
Q3 		$1.05M Sell
9,325
-273
-3% -$30.3K 0.26% 39
2025
Q2 		$1.03M Sell
9,598
-1,363
-12% -$146K 0.26% 42
2025
Q1 		$1.3M Buy
10,961
+1,889
+21% +$209K 0.35% 33
2024
Q4 		$976K Buy
9,072
+301
+3% +$35.2K 0.27% 39
2024
Q3 		$1.03M Buy
8,771
+1,100
+14% +$127K 0.29% 38
2024
Q2 		$883K Buy
7,671
+9
+0.1% +$1.05K 0.27% 40
2024
Q1 		$891K Sell
7,662
-1,047
-12% -$110K 0.3% 37
2023
Q4 		$870K Buy
8,709
+328
+4% +$34.5K 0.33% 36
2023
Q3 		$986K Sell
8,381
-652
-7% -$71.5K 0.43% 31
2023
Q2 		$969K Sell
9,033
-707
-7% -$77.1K 0.41% 35
2023
Q1 		$1.07M Sell
9,740
-295
-3% -$32.6K 0.51% 31
2022
Q4 		$1.11M Sell
10,035
-54
-0.5% -$5.79K 0.68% 33
2022
Q3 		$880K Sell
10,089
-248
-2% -$22.6K 0.6% 35
2022
Q2 		$853K Hold
10,337
– – 0.52% 38
2022
Q1 		$853K Sell
10,337
-126
-1% -$9.8K 0.58% 33
2021
Q4 		$640K Sell
10,463
-627
-6% -$39.2K 0.37% 43
2021
Q3 		$652K Sell
11,090
-118
-1% -$6.72K 0.42% 39
2021
Q2 		$707K Buy
11,208
+37
+0.3% +$2.21K 0.5% 36
2021
Q1 		$623K Sell
11,171
-1,842
-14% -$96.6K 0.56% 33
2020
Q4 		$536K Buy
+13,013
New +$488K 0.48% 35

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's XOM Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its ExxonMobil (XOM) stake by 66% in Q2 2026, selling an estimated $819K and leaving 2,850 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #106.

Safeguard Investment Advisory Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.41M in Q1 2026. 4,290 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,850 shares of ExxonMobil worth $390K as of Q2 2026.
  • Safeguard Investment Advisory Group sold 5,472 ExxonMobil shares in Q2 2026, an estimated $819K.
  • ExxonMobil made up 0.09% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #106 holding.
  • Safeguard Investment Advisory Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's ExxonMobil position peaked at $1.41M in Q1 2026.
  • 4,290 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.