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SageOak Financial’s ExxonMobil XOM Stock Holding History

SageOak Financial’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 		$1.25M Buy
9,151
+1
+0% +$150 0.81% 14
2026
Q1 		$1.55M Buy
9,150
+263
+3% +$38.4K 1.09% 13
2025
Q4 		$1.07M Sell
8,887
-505
-5% -$58.6K 0.77% 14
2025
Q3 		$1.06M Sell
9,392
-714
-7% -$79.4K 0.78% 14
2025
Q2 		$1.09M Sell
10,106
-272
-3% -$29.1K 0.87% 14
2025
Q1 		$1.23M Sell
10,378
-2,370
-19% -$262K 1.09% 12
2024
Q4 		$1.37M Buy
+12,748
New +$1.49M 1.25% 13

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

SageOak Financial's XOM Position: Q2 2026 in Review

SageOak Financial increased its ExxonMobil (XOM) stake by 0.01% in Q2 2026, buying an estimated $150 and bringing the position to 9,151 shares worth $1.25M. The position accounts for 0.81% of the portfolio, ranked #14.

SageOak Financial first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SageOak Financial held 9,151 shares of ExxonMobil worth $1.25M as of Q2 2026.
  • SageOak Financial bought 1 ExxonMobil share in Q2 2026, an estimated $150.
  • ExxonMobil made up 0.81% of SageOak Financial's portfolio in Q2 2026, its #14 holding.
  • SageOak Financial first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • SageOak Financial's ExxonMobil position peaked at $1.55M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.