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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
Q2 		$384K Buy
2,810
+15
+0.5% +$2.24K 0.24% 61
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 $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 $3.38T AUM 44.17% 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

Sound Financial Strategies Group's XOM Position: Q2 2026 in Review

Sound Financial Strategies Group increased its ExxonMobil (XOM) stake by 0.54% in Q2 2026, buying an estimated $2.24K and bringing the position to 2,810 shares worth $384K. The position accounts for 0.24% of the portfolio, ranked #61.

Sound Financial Strategies Group first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.66M in Q1 2022. 4,290 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sound Financial Strategies Group held 2,810 shares of ExxonMobil worth $384K as of Q2 2026.
  • Sound Financial Strategies Group bought 15 ExxonMobil shares in Q2 2026, an estimated $2.24K.
  • ExxonMobil made up 0.24% of Sound Financial Strategies Group's portfolio in Q2 2026, its #61 holding.
  • Sound Financial Strategies Group first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Sound Financial Strategies Group's ExxonMobil position peaked at $1.66M in Q1 2022.
  • 4,290 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.