Security Financial Services’s ExxonMobil XOM Stock Holding History

Security 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	$925K	Buy	6,767 +211	+3%	+$31.6K	0.13%	100
2026 Q1	$1.11M	Buy	6,556 +442	+7%	+$64.5K	0.18%	86
2025 Q4	$736K	Buy	6,114 +260	+4%	+$30.2K	0.12%	107
2025 Q3	$660K	Buy	5,854 +179	+3%	+$19.9K	0.11%	103
2025 Q2	$612K	Buy	5,675 +462	+9%	+$49.4K	0.11%	100
2025 Q1	$620K	Buy	5,213 +337	+7%	+$37.3K	0.12%	92
2024 Q4	$525K	Buy	4,876 +344	+8%	+$40.2K	0.11%	97
2024 Q3	$531K	Sell	4,532 -19	-0.4%	-$2.19K	0.11%	92
2024 Q2	$524K	Buy	4,551 +173	+4%	+$20.1K	0.11%	95
2024 Q1	$509K	Buy	4,378 +288	+7%	+$30.1K	0.11%	101
2023 Q4	$409K	Sell	4,090 -599	-13%	-$63K	0.1%	111
2023 Q3	$551K	Buy	4,689 +599	+15%	+$65.7K	0.16%	94
2023 Q2	$439K	Hold	4,090	–	–	0.12%	103
2023 Q1	$449K	Sell	4,090 -333	-8%	-$36.8K	0.14%	100
2022 Q4	$488K	Buy	4,423 +65	+1%	+$6.96K	0.15%	95
2022 Q3	$380K	Hold	4,358	–	–	0.13%	107
2022 Q2	$373K	Hold	4,358	–	–	0.12%	101
2022 Q1	$360K	Hold	4,358	–	–	0.11%	102
2021 Q4	$267K	Buy	+4,358	New	+$272K	0.09%	119

Other funds holding XOM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Security Financial Services increased its ExxonMobil (XOM) stake by 3.2% in Q2 2026, buying an estimated $31.6K and bringing the position to 6,767 shares worth $925K. The position accounts for 0.13% of the portfolio, ranked #100.

Security Financial Services first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Security Financial Services held 6,767 shares of ExxonMobil worth $925K as of Q2 2026.
Security Financial Services bought 211 ExxonMobil shares in Q2 2026, an estimated $31.6K.
ExxonMobil made up 0.13% of Security Financial Services's portfolio in Q2 2026, its #100 holding.
Security Financial Services first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's ExxonMobil position peaked at $1.11M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.