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SFG Wealth Management’s ExxonMobil XOM Stock Holding History

SFG Wealth Management’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 		$854K Sell
6,249
-169
-3% -$25.3K 0.31% 53
2026
Q1 		$1.09M Sell
6,418
-1,481
-19% -$216K 0.45% 40
2025
Q4 		$951K Buy
7,899
+2
+0% +$232 0.37% 49
2025
Q3 		$890K Sell
7,897
-191
-2% -$21.2K 0.39% 50
2025
Q2 		$872K Sell
8,088
-366
-4% -$39.1K 0.53% 32
2025
Q1 		$1.01M Sell
8,454
-2
-0% -$221 0.49% 42
2024
Q4 		$910K Sell
8,456
-464
-5% -$54.3K 0.48% 36
2024
Q3 		$1.05M Sell
8,920
-60
-0.7% -$6.93K 0.55% 32
2024
Q2 		$1.03M Sell
8,980
-2
-0% -$233 0.59% 32
2024
Q1 		$1.04M Buy
8,982
+5
+0.1% +$523 0.62% 27
2023
Q4 		$897K Buy
8,977
+106
+1% +$11.1K 0.6% 31
2023
Q3 		$1.04M Sell
8,871
-61
-0.7% -$6.69K 0.83% 22
2023
Q2 		$958K Buy
8,932
+57
+0.6% +$6.22K 0.8% 26
2023
Q1 		$973K Sell
8,875
-195
-2% -$21.6K 1.08% 22
2022
Q4 		$1M Sell
9,070
-263
-3% -$28.2K 1.24% 17
2022
Q3 		$815K Sell
9,333
-495
-5% -$45.2K 1.1% 26
2022
Q2 		$842K Sell
9,828
-27
-0.3% -$2.44K 0.98% 30
2022
Q1 		$814K Sell
9,855
-492
-5% -$38.2K 0.76% 35
2021
Q4 		$633K Buy
+10,347
New +$647K 0.56% 46

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SFG Wealth Management's XOM Position: Q2 2026 in Review

SFG Wealth Management reduced its ExxonMobil (XOM) stake by 2.6% in Q2 2026, selling an estimated $25.3K and leaving 6,249 shares worth $854K. The position accounts for 0.31% of the portfolio, ranked #53.

SFG Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SFG Wealth Management held 6,249 shares of ExxonMobil worth $854K as of Q2 2026.
  • SFG Wealth Management sold 169 ExxonMobil shares in Q2 2026, an estimated $25.3K.
  • ExxonMobil made up 0.31% of SFG Wealth Management's portfolio in Q2 2026, its #53 holding.
  • SFG Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • SFG Wealth Management's ExxonMobil position peaked at $1.09M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.