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Sovereign Financial Group’s ExxonMobil XOM Stock Holding History

Sovereign 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 		$2.73M Sell
19,961
-1,784
-8% -$267K 0.42% 36
2026
Q1 		$3.69M Sell
21,745
-2,065
-9% -$301K 0.64% 26
2025
Q4 		$2.87M Buy
23,810
+108
+0.5% +$12.5K 0.49% 33
2025
Q3 		$2.67M Buy
23,702
+749
+3% +$83.3K 0.5% 32
2025
Q2 		$2.47M Buy
22,953
+330
+1% +$35.3K 0.51% 32
2025
Q1 		$2.69M Buy
22,623
+385
+2% +$42.6K 0.62% 30
2024
Q4 		$2.39M Buy
22,238
+1,287
+6% +$151K 0.55% 32
2024
Q3 		$2.46M Buy
20,951
+1
+0% +$115 0.57% 31
2024
Q2 		$2.41M Buy
20,950
+3,015
+17% +$351K 0.6% 30
2024
Q1 		$2.08M Buy
17,935
+2,394
+15% +$250K 0.55% 31
2023
Q4 		$1.55M Sell
15,541
-1,358
-8% -$143K 0.47% 36
2023
Q3 		$1.99M Sell
16,899
-3,071
-15% -$337K 0.71% 29
2023
Q2 		$2.14M Buy
19,970
+3,341
+20% +$365K 0.7% 29
2023
Q1 		$1.82M Sell
16,629
-199
-1% -$22K 0.68% 34
2022
Q4 		$1.86M Buy
16,828
+3,166
+23% +$339K 0.73% 34
2022
Q3 		$1.19M Sell
13,662
-41
-0.3% -$3.74K 0.48% 51
2022
Q2 		$1.17M Buy
13,703
+34
+0.2% +$3.07K 0.46% 54
2022
Q1 		$1.13M Buy
13,669
+3,232
+31% +$251K 0.42% 64
2021
Q4 		$639K Buy
10,437
+415
+4% +$25.9K 0.26% 99
2021
Q3 		$589K Sell
10,022
-169
-2% -$9.63K 0.34% 77
2021
Q2 		$569K Hold
10,191
– – 0.34% 68
2021
Q1 		$569K Buy
10,191
+2,268
+29% +$119K 0.36% 66
2020
Q4 		$327K Buy
+7,923
New +$297K 0.24% 87

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Sovereign Financial Group reduced its ExxonMobil (XOM) stake by 8.2% in Q2 2026, selling an estimated $267K and leaving 19,961 shares worth $2.73M. The position accounts for 0.42% of the portfolio, ranked #36.

Sovereign Financial Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.69M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sovereign Financial Group held 19,961 shares of ExxonMobil worth $2.73M as of Q2 2026.
  • Sovereign Financial Group sold 1,784 ExxonMobil shares in Q2 2026, an estimated $267K.
  • ExxonMobil made up 0.42% of Sovereign Financial Group's portfolio in Q2 2026, its #36 holding.
  • Sovereign Financial Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's ExxonMobil position peaked at $3.69M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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