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Shum Financial Group’s ExxonMobil XOM Stock Holding History

Shum Financial Group’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 		$339K Sell
2,477
-2,926
-54% -$438K 0.2% 86
2026
Q1 		$917K Sell
5,403
-874
-14% -$128K 0.65% 38
2025
Q4 		$755K Sell
6,277
-569
-8% -$66K 0.54% 50
2025
Q3 		$772K Buy
+6,846
New +$761K 0.58% 48
2025
Q1 		$905K Sell
7,612
-85
-1% -$9.4K 0.78% 44
2024
Q4 		$828K Sell
7,697
-218
-3% -$25.5K 0.72% 43
2024
Q3 		$942K Buy
+7,915
New +$914K 0.79% 43

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Shum Financial Group's XOM Position: Q2 2026 in Review

Shum Financial Group reduced its ExxonMobil (XOM) stake by 54% in Q2 2026, selling an estimated $438K and leaving 2,477 shares worth $339K. The position accounts for 0.2% of the portfolio, ranked #86.

Shum Financial Group first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $942K in Q3 2024. 2,678 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Shum Financial Group held 2,477 shares of ExxonMobil worth $339K as of Q2 2026.
  • Shum Financial Group sold 2,926 ExxonMobil shares in Q2 2026, an estimated $438K.
  • ExxonMobil made up 0.2% of Shum Financial Group's portfolio in Q2 2026, its #86 holding.
  • Shum Financial Group first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's ExxonMobil position peaked at $942K in Q3 2024.
  • 2,678 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.