SFA
XOM icon

Souders Financial Advisors’s ExxonMobil XOM Stock Holding History

Souders Financial 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 		$1.22M Buy
8,921
+246
+3% +$36.8K 0.12% 90
2026
Q1 		$1.47M Buy
8,675
+1,382
+19% +$202K 0.17% 73
2025
Q4 		$878K Buy
7,293
+486
+7% +$56.4K 0.1% 98
2025
Q3 		$768K Buy
6,807
+338
+5% +$37.6K 0.09% 105
2025
Q2 		$697K Buy
6,469
+51
+0.8% +$5.45K 0.09% 111
2025
Q1 		$763K Buy
6,418
+1,567
+32% +$173K 0.11% 107
2024
Q4 		$522K Buy
4,851
+509
+12% +$59.5K 0.07% 125
2024
Q3 		$509K Buy
4,342
+37
+0.9% +$4.27K 0.07% 124
2024
Q2 		$496K Buy
4,305
+230
+6% +$26.8K 0.07% 124
2024
Q1 		$474K Buy
4,075
+236
+6% +$24.7K 0.07% 123
2023
Q4 		$384K Sell
3,839
-2
-0.1% -$210 0.07% 130
2023
Q3 		$452K Sell
3,841
-165
-4% -$18.1K 0.09% 121
2023
Q2 		$430K Buy
4,006
+81
+2% +$8.84K 0.08% 120
2023
Q1 		$430K Buy
3,925
+135
+4% +$14.9K 0.09% 121
2022
Q4 		$418K Buy
3,790
+98
+3% +$10.5K 0.1% 123
2022
Q3 		$322K Buy
3,692
+43
+1% +$3.93K 0.09% 127
2022
Q2 		$312K Sell
3,649
-230
-6% -$20.7K 0.09% 118
2022
Q1 		$320K Buy
3,879
+444
+13% +$34.5K 0.09% 117
2021
Q4 		$210K Sell
3,435
-398
-10% -$24.9K 0.06% 131
2021
Q3 		$225K Sell
3,833
-106
-3% -$6.04K 0.07% 126
2021
Q2 		$248K Sell
3,939
-840
-18% -$50.2K 0.08% 120
2021
Q1 		$267K Buy
+4,779
New +$251K 0.1% 107
2020
Q3 		– Sell
-4,702
Closed -$210K – 111
2020
Q2 		$210K Buy
+4,702
New +$211K 0.12% 92

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

Souders Financial Advisors's XOM Position: Q2 2026 in Review

Souders Financial Advisors increased its ExxonMobil (XOM) stake by 2.8% in Q2 2026, buying an estimated $36.8K and bringing the position to 8,921 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #90.

Souders Financial Advisors first reported a position in XOM in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Souders Financial Advisors held 8,921 shares of ExxonMobil worth $1.22M as of Q2 2026.
  • Souders Financial Advisors bought 246 ExxonMobil shares in Q2 2026, an estimated $36.8K.
  • ExxonMobil made up 0.12% of Souders Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • Souders Financial Advisors first reported a position in ExxonMobil in Q2 2020 and has held it in 23 quarters since.
  • Souders Financial Advisors's ExxonMobil position peaked at $1.47M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.