SFG
XOM icon

Seamount Financial Group’s ExxonMobil XOM Stock Holding History

Seamount 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 		$2.82M Sell
20,624
-280
-1% -$41.9K 1.14% 24
2026
Q1 		$3.55M Sell
20,904
-960
-4% -$140K 1.6% 18
2025
Q4 		$2.63M Sell
21,864
-215
-1% -$24.9K 1.19% 26
2025
Q3 		$2.49M Buy
22,079
+612
+3% +$68K 1.18% 27
2025
Q2 		$2.31M Buy
21,467
+13,017
+154% +$1.39M 1.19% 26
2025
Q1 		$1.01M Buy
8,450
+541
+7% +$59.8K 0.68% 39
2024
Q4 		$851K Buy
7,909
+91
+1% +$10.6K 0.59% 43
2024
Q3 		$916K Buy
7,818
+73
+0.9% +$8.43K 0.69% 39
2024
Q2 		$892K Buy
7,745
+419
+6% +$48.8K 0.73% 35
2024
Q1 		$852K Sell
7,326
-172
-2% -$18K 0.75% 34
2023
Q4 		$750K Buy
+7,498
New +$788K 0.72% 38

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Seamount Financial Group reduced its ExxonMobil (XOM) stake by 1.3% in Q2 2026, selling an estimated $41.9K and leaving 20,624 shares worth $2.82M. The position accounts for 1.14% of the portfolio, ranked #24.

Seamount Financial Group first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.55M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Seamount Financial Group held 20,624 shares of ExxonMobil worth $2.82M as of Q2 2026.
  • Seamount Financial Group sold 280 ExxonMobil shares in Q2 2026, an estimated $41.9K.
  • ExxonMobil made up 1.14% of Seamount Financial Group's portfolio in Q2 2026, its #24 holding.
  • Seamount Financial Group first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Seamount Financial Group's ExxonMobil position peaked at $3.55M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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