Sharp Financial Services’s ExxonMobil XOM Stock Holding History

Sharp 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	$1.95M	Buy	14,279 +1,949	+16%	+$292K	0.9%	22
2026 Q1	$2.09M	Sell	12,330 -440	-3%	-$64.2K	1.03%	12
2025 Q4	$1.54M	Sell	12,770 -420	-3%	-$48.7K	0.77%	24
2025 Q3	$1.49M	Sell	13,190 -940	-7%	-$104K	0.81%	22
2025 Q2	$1.52M	Sell	14,130 -974	-6%	-$104K	0.98%	12
2025 Q1	$1.8M	Sell	15,104 -2,646	-15%	-$293K	1.38%	8
2024 Q4	$1.91M	Sell	17,750 -306	-2%	-$35.8K	1.45%	15
2024 Q3	$2.12M	Sell	18,056 -910	-5%	-$105K	1.63%	15
2024 Q2	$2.18M	Buy	18,966 +5,886	+45%	+$686K	1.87%	15
2024 Q1	$1.52M	Sell	13,080 -971	-7%	-$102K	1.41%	15
2023 Q4	$1.4M	Buy	+14,051	New	+$1.48M	1.52%	16

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Sharp Financial Services increased its ExxonMobil (XOM) stake by 16% in Q2 2026, buying an estimated $292K and bringing the position to 14,279 shares worth $1.95M. The position accounts for 0.9% of the portfolio, ranked #22.

Sharp Financial Services first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q2 2024. 1,687 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sharp Financial Services held 14,279 shares of ExxonMobil worth $1.95M as of Q2 2026.
Sharp Financial Services bought 1,949 ExxonMobil shares in Q2 2026, an estimated $292K.
ExxonMobil made up 0.9% of Sharp Financial Services's portfolio in Q2 2026, its #22 holding.
Sharp Financial Services first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's ExxonMobil position peaked at $2.18M in Q2 2024.
1,687 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.