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Second Half Financial Partners’s ExxonMobil XOM Stock Holding History

Second Half Financial Partners’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
-6,924
Closed -$1.17M – 122
2026
Q1 		$1.17M Sell
6,924
-108
-2% -$15.8K 0.53% 26
2025
Q4 		$846K Hold
7,032
– – 0.38% 34
2025
Q3 		$793K Buy
7,032
+45
+0.6% +$5K 0.35% 35
2025
Q2 		$753K Sell
6,987
-322
-4% -$34.4K 0.35% 35
2025
Q1 		$869K Buy
7,309
+1,317
+22% +$146K 0.43% 35
2024
Q4 		$645K Sell
5,992
-56
-0.9% -$6.55K 0.31% 43
2024
Q3 		$709K Sell
6,048
-103
-2% -$11.9K 0.38% 46
2024
Q2 		$708K Buy
6,151
+189
+3% +$22K 0.57% 21
2024
Q1 		$693K Buy
5,962
+213
+4% +$22.3K 0.31% 39
2023
Q4 		$575K Sell
5,749
-61
-1% -$6.41K 0.28% 31
2023
Q3 		$683K Sell
5,810
-34,031
-85% -$3.73M 0.34% 20
2023
Q2 		$4.27M Buy
39,841
+33,761
+555% +$3.68M 0.98% 24
2023
Q1 		$667K Sell
6,080
-130
-2% -$14.4K 0.4% 20
2022
Q4 		$720K Sell
6,210
-1,515
-20% -$162K 0.47% 24
2022
Q3 		$674K Buy
7,725
+927
+14% +$84.6K 0.84% 20
2022
Q2 		$380K Hold
6,798
– – 0.29% 49
2022
Q1 		$380K Buy
+6,798
New +$528K 0.29% 49

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Second Half Financial Partners's XOM Position: Q2 2026 in Review

Second Half Financial Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 6,924 shares — an estimated $1.17M sold.

Second Half Financial Partners first reported a position in XOM in Q1 2022 and held it in 17 quarters. The position peaked at $4.27M in Q2 2023. 2,166 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Second Half Financial Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 6,924 ExxonMobil shares in Q2 2026, an estimated $1.17M.
  • Second Half Financial Partners first reported a position in ExxonMobil in Q1 2022 and held it in 17 quarters.
  • Second Half Financial Partners's ExxonMobil position peaked at $4.27M in Q2 2023.
  • 2,166 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.