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Southern Financial Group’s ExxonMobil XOM Stock Holding History

Southern 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 		$399K Sell
2,920
-39
-1% -$5.84K 0.1% 51
2026
Q1 		$502K Buy
2,959
+30
+1% +$4.38K 0.14% 34
2025
Q4 		$352K Buy
+2,929
New +$340K 0.1% 54

Other funds holding XOM

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Southern Financial Group reduced its ExxonMobil (XOM) stake by 1.3% in Q2 2026, selling an estimated $5.84K and leaving 2,920 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #51.

Southern Financial Group first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $502K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Southern Financial Group held 2,920 shares of ExxonMobil worth $399K as of Q2 2026.
  • Southern Financial Group sold 39 ExxonMobil shares in Q2 2026, an estimated $5.84K.
  • ExxonMobil made up 0.1% of Southern Financial Group's portfolio in Q2 2026, its #51 holding.
  • Southern Financial Group first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's ExxonMobil position peaked at $502K in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.