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Sound Financial Strategies Group’s ExxonMobil XOM Stock Holding History

Sound Financial Strategies 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
Q1 		$474K Sell
2,795
-4,290
-61% -$626K 0.32% 51
2025
Q4 		$853K Sell
7,085
-619
-8% -$71.8K 0.6% 36
2025
Q3 		$869K Buy
7,704
+1,095
+17% +$122K 0.63% 36
2025
Q2 		$712K Buy
6,609
+99
+2% +$10.6K 0.6% 65
2025
Q1 		$774K Buy
6,510
+1,100
+20% +$122K 0.69% 35
2024
Q4 		$582K Sell
5,410
-712
-12% -$83.3K 0.49% 69
2024
Q3 		$718K Buy
6,122
+161
+3% +$18.6K 0.58% 56
2024
Q2 		$686K Buy
5,961
+879
+17% +$102K 0.6% 45
2024
Q1 		$591K Sell
5,082
-121
-2% -$12.7K 0.49% 43
2023
Q4 		$520K Sell
5,203
-2,978
-36% -$313K 0.44% 51
2023
Q3 		$962K Sell
8,181
-572
-7% -$62.7K 0.8% 18
2023
Q2 		$939K Sell
8,753
-1,044
-11% -$114K 0.69% 36
2023
Q1 		$1.07M Sell
9,797
-2,614
-21% -$289K 0.72% 17
2022
Q4 		$1.37M Sell
12,411
-2
-0% -$214 0.99% 8
2022
Q3 		$1.08M Sell
12,413
-277
-2% -$25.3K 1.63% 10
2022
Q2 		$1.09M Sell
12,690
-7,402
-37% -$668K 0.85% 24
2022
Q1 		$1.66M Buy
20,092
+10,415
+108% +$810K 0.92% 9
2021
Q4 		$592K Sell
9,677
-193
-2% -$12.1K 0.3% 66
2021
Q3 		$581K Buy
9,870
+24
+0.2% +$1.37K 0.29% 62
2021
Q2 		$621K Sell
9,846
-922
-9% -$55K 0.31% 48
2021
Q1 		$601K Buy
+10,768
New +$565K 0.31% 47
2020
Q4 		– Sell
-11,022
Closed -$378K – 107
2020
Q3 		$378K Sell
11,022
-209
-2% -$8.54K 0.24% 54
2020
Q2 		$502K Sell
11,231
-4
-0% -$179 0.33% 33
2020
Q1 		$427K Sell
11,235
-1,883
-14% -$104K 0.29% 30
2019
Q4 		$915K Buy
+13,118
New +$907K 0.58% 57

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound Financial Strategies Group's XOM Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its ExxonMobil (XOM) stake by 61% in Q1 2026, selling an estimated $626K and leaving 2,795 shares worth $474K. The position accounts for 0.32% of the portfolio, ranked #51.

Sound Financial Strategies Group first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.66M in Q1 2022. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Sound Financial Strategies Group held 2,795 shares of ExxonMobil worth $474K as of Q1 2026.
  • Sound Financial Strategies Group sold 4,290 ExxonMobil shares in Q1 2026, an estimated $626K.
  • ExxonMobil made up 0.32% of Sound Financial Strategies Group's portfolio in Q1 2026, its #51 holding.
  • Sound Financial Strategies Group first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
  • Sound Financial Strategies Group's ExxonMobil position peaked at $1.66M in Q1 2022.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.