Security National Bank’s ExxonMobil XOM Stock Holding History

Security National Bank’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	$1.19M	Sell	8,685 -8	-0.1%	-$1.2K	0.14%	87
2026 Q1	$1.47M	Buy	8,693 +131	+2%	+$19.1K	0.21%	73
2025 Q4	$1.03M	Sell	8,562 -300	-3%	-$34.8K	0.15%	77
2025 Q3	$999K	Sell	8,862 -4	-0%	-$445	0.15%	75
2025 Q2	$956K	Hold	8,866	–	–	0.17%	71
2025 Q1	$1.05M	Sell	8,866 -43	-0.5%	-$4.75K	0.2%	66
2024 Q4	$958K	Sell	8,909 -110	-1%	-$12.9K	0.14%	67
2024 Q3	$1.06M	Hold	9,019	–	–	0.14%	64
2024 Q2	$1.04M	Hold	9,019	–	–	0.15%	61
2024 Q1	$1.05M	Buy	9,019 +318	+4%	+$33.3K	0.16%	58
2023 Q4	$870K	Hold	8,701	–	–	0.2%	64
2023 Q3	$1.04M	Hold	8,701	–	–	0.29%	56
2023 Q2	$933K	Sell	8,701 -484	-5%	-$52.8K	0.24%	60
2023 Q1	$1.01M	Sell	9,185 -2,182	-19%	-$241K	0.27%	56
2022 Q4	$1.25M	Hold	11,367	–	–	0.34%	55
2022 Q3	$992K	Sell	11,367 -46	-0.4%	-$4.2K	0.28%	57
2022 Q2	$977K	Sell	11,413 -663	-5%	-$59.8K	0.27%	56
2022 Q1	$997K	Buy	12,076 +4,274	+55%	+$332K	0.23%	55
2021 Q4	$478K	Sell	7,802 -543	-7%	-$33.9K	0.11%	70
2021 Q3	$491K	Buy	8,345 +1,696	+26%	+$96.7K	0.12%	68
2021 Q2	$419K	Hold	6,649	–	–	0.11%	68
2021 Q1	$371K	Buy	+6,649	New	+$349K	0.11%	71

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 National Bank's XOM Position: Q2 2026 in Review

Security National Bank reduced its ExxonMobil (XOM) stake by 0.09% in Q2 2026, selling an estimated $1.2K and leaving 8,685 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #87.

Security National Bank first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.47M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Security National Bank held 8,685 shares of ExxonMobil worth $1.19M as of Q2 2026.
Security National Bank sold 8 ExxonMobil shares in Q2 2026, an estimated $1.2K.
ExxonMobil made up 0.14% of Security National Bank's portfolio in Q2 2026, its #87 holding.
Security National Bank first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
Security National Bank's ExxonMobil position peaked at $1.47M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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