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Silver Grove Financial Group’s ExxonMobil XOM Stock Holding History

Silver Grove 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 		$753K Buy
5,510
+756
+16% +$113K 0.41% 53
2026
Q1 		$807K Sell
4,754
-108
-2% -$15.8K 0.65% 43
2025
Q4 		$585K Buy
4,862
+142
+3% +$16.5K 0.51% 49
2025
Q3 		$532K Buy
+4,720
New +$525K 0.5% 53

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

Silver Grove Financial Group's XOM Position: Q2 2026 in Review

Silver Grove Financial Group increased its ExxonMobil (XOM) stake by 16% in Q2 2026, buying an estimated $113K and bringing the position to 5,510 shares worth $753K. The position accounts for 0.41% of the portfolio, ranked #53.

Silver Grove Financial Group first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $807K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Silver Grove Financial Group held 5,510 shares of ExxonMobil worth $753K as of Q2 2026.
  • Silver Grove Financial Group bought 756 ExxonMobil shares in Q2 2026, an estimated $113K.
  • ExxonMobil made up 0.41% of Silver Grove Financial Group's portfolio in Q2 2026, its #53 holding.
  • Silver Grove Financial Group first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • Silver Grove Financial Group's ExxonMobil position peaked at $807K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.