SageGuard Financial Group’s ExxonMobil XOM Stock Holding History

SageGuard 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	$9.67M	Buy	70,716 +3,160	+5%	+$473K	1.36%	17
2026 Q1	$11.5M	Buy	67,556 +341	+0.5%	+$49.8K	1.77%	16
2025 Q4	$8.09M	Buy	+67,215	New	+$7.8M	1.29%	29
2021 Q3	–	Sell	-76,256	Closed	-$4.81M	–	135
2021 Q2	$4.81M	Buy	76,256 +14,431	+23%	+$862K	2.18%	13
2021 Q1	$3.46M	Buy	61,825 +5,306	+9%	+$278K	1.61%	15
2020 Q4	$2.33M	Buy	+56,519	New	+$2.12M	1.12%	20

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SageGuard Financial Group increased its ExxonMobil (XOM) stake by 4.7% in Q2 2026, buying an estimated $473K and bringing the position to 70,716 shares worth $9.67M. The position accounts for 1.36% of the portfolio, ranked #17.

SageGuard Financial Group first reported a position in XOM in Q4 2020 and has held it in 6 quarters since. The position peaked at $11.5M in Q1 2026. 2,815 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

SageGuard Financial Group held 70,716 shares of ExxonMobil worth $9.67M as of Q2 2026.
SageGuard Financial Group bought 3,160 ExxonMobil shares in Q2 2026, an estimated $473K.
ExxonMobil made up 1.36% of SageGuard Financial Group's portfolio in Q2 2026, its #17 holding.
SageGuard Financial Group first reported a position in ExxonMobil in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's ExxonMobil position peaked at $11.5M in Q1 2026.
2,815 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.