SFS
XOM icon

Searcy Financial Services’s ExxonMobil XOM Stock Holding History

Searcy Financial Services’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
-1,188
Closed -$202K – 28
2026
Q1 		$202K Buy
+1,188
New +$173K 0.07% 26

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Searcy Financial Services's XOM Position: Q2 2026 in Review

Searcy Financial Services sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,188 shares — an estimated $202K sold.

Searcy Financial Services first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Searcy Financial Services reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Searcy Financial Services sold 1,188 ExxonMobil shares in Q2 2026, an estimated $202K.
  • Searcy Financial Services first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
  • Searcy Financial Services's ExxonMobil position peaked at $202K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.