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SFI Advisors’s ExxonMobil XOM Stock Holding History

SFI Advisors’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 		$213K Buy
+1,559
New +$233K 0.18% 53
2024
Q3 		– Sell
-2,071
Closed -$238K – 87
2024
Q2 		$238K Buy
2,071
+335
+19% +$39K 0.18% 59
2024
Q1 		$202K Buy
+1,736
New +$182K 0.16% 63

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

SFI Advisors's XOM Position: Q2 2026 in Review

SFI Advisors opened a new position in ExxonMobil (XOM) in Q2 2026: 1,559 shares worth $213K. The stake represents 0.18% of the portfolio and ranks #53 among its holdings. This is a return to the name: SFI Advisors previously reported a position in XOM as recently as Q2 2024.

SFI Advisors first reported a position in XOM in Q1 2024 and has held it in 3 quarters since. The position peaked at $238K in Q2 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SFI Advisors held 1,559 shares of ExxonMobil worth $213K as of Q2 2026.
  • ExxonMobil was a new SFI Advisors position in Q2 2026.
  • ExxonMobil made up 0.18% of SFI Advisors's portfolio in Q2 2026, its #53 holding.
  • SFI Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 3 quarters since.
  • SFI Advisors's ExxonMobil position peaked at $238K in Q2 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.