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Sage Financial Management Group’s ExxonMobil XOM Stock Holding History

Sage Financial Management 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
-1,423
Closed -$241K – 62
2026
Q1 		$241K Buy
+1,423
New +$208K 0.07% 52
2021
Q2 		– Sell
-1,069
Closed -$60K – 120
2021
Q1 		$60K Buy
+1,069
New +$56K 0.05% 54

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

Sage Financial Management Group's XOM Position: Q2 2026 in Review

Sage Financial Management Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,423 shares — an estimated $241K sold.

Sage Financial Management Group first reported a position in XOM in Q1 2021 and held it in 2 quarters. The position peaked at $241K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sage Financial Management Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Sage Financial Management Group sold 1,423 ExxonMobil shares in Q2 2026, an estimated $241K.
  • Sage Financial Management Group first reported a position in ExxonMobil in Q1 2021 and held it in 2 quarters.
  • Sage Financial Management Group's ExxonMobil position peaked at $241K in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.