Sowell Financial Services’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-107,213
| Closed | -$18.2M | – | 1234 |
|
|
2026
Q1 | $18.2M | Sell |
107,213
-6,452
| -6% | -$942K | 0.67% | 21 |
|
|
2025
Q4 | $13.7M | Sell |
113,665
-702
| -0.6% | -$81.4K | 0.5% | 36 |
|
|
2025
Q3 | $12.9M | Sell |
114,367
-4,968
| -4% | -$552K | 0.49% | 36 |
|
|
2025
Q2 | $12.9M | Sell |
119,335
-4,950
| -4% | -$529K | 0.52% | 30 |
|
|
2025
Q1 | $14.8M | Sell |
124,285
-114
| -0.1% | -$12.6K | 0.67% | 22 |
|
|
2024
Q4 | $13.4M | Buy |
124,399
+1,112
| +0.9% | +$130K | 0.7% | 25 |
|
|
2024
Q3 | $14.5M | Sell |
123,287
-4,666
| -4% | -$539K | 0.67% | 24 |
|
|
2024
Q2 | $14.7M | Buy |
127,953
+751
| +0.6% | +$87.5K | 0.7% | 27 |
|
|
2024
Q1 | $14.8M | Sell |
127,202
-6,523
| -5% | -$682K | 0.7% | 25 |
|
|
2023
Q4 | $13.4M | Sell |
133,725
-8,809
| -6% | -$926K | 0.72% | 21 |
|
|
2023
Q3 | $16.8M | Buy |
142,534
+11,977
| +9% | +$1.31M | 1.05% | 14 |
|
|
2023
Q2 | $14M | Buy |
130,557
+8,778
| +7% | +$958K | 0.78% | 16 |
|
|
2023
Q1 | $13.4M | Sell |
121,779
-20,839
| -15% | -$2.3M | 1.03% | 11 |
|
|
2022
Q4 | $15.7M | Buy |
142,618
+23,672
| +20% | +$2.54M | 1.02% | 12 |
|
|
2022
Q3 | $10.4M | Buy |
118,946
+2,726
| +2% | +$249K | 1.05% | 13 |
|
|
2022
Q2 | $9.95M | Buy |
116,220
+87,310
| +302% | +$7.88M | 0.92% | 23 |
|
|
2022
Q1 | $2.43M | Sell |
28,910
-71,329
| -71% | -$5.54M | 0.43% | 44 |
|
|
2021
Q4 | $6.13M | Sell |
100,239
-30,433
| -23% | -$1.9M | 0.35% | 63 |
|
|
2021
Q3 | $7.69M | Buy |
130,672
+7,291
| +6% | +$416K | 0.52% | 42 |
|
|
2021
Q2 | $7.78M | Sell |
123,381
-94,422
| -43% | -$5.64M | 0.52% | 41 |
|
|
2021
Q1 | $13.4M | Buy |
217,803
+23,704
| +12% | +$1.24M | 0.47% | 47 |
|
|
2020
Q4 | $8M | Buy |
194,099
+14,715
| +8% | +$552K | 0.34% | 65 |
|
|
2020
Q3 | $6.16M | Buy |
179,384
+9,624
| +6% | +$393K | 0.31% | 73 |
|
|
2020
Q2 | $7.59M | Buy |
169,760
+18,399
| +12% | +$825K | 0.42% | 61 |
|
|
2020
Q1 | $5.75M | Buy |
151,361
+21,736
| +17% | +$1.2M | 0.43% | 52 |
|
|
2019
Q4 | $9.04M | Buy |
129,625
+2,704
| +2% | +$187K | 0.69% | 25 |
|
|
2019
Q3 | $8.96M | Buy |
+126,921
| New | +$9.18M | 0.74% | 26 |
|
|
2019
Q1 | $8.49M | Buy |
105,137
+5,588
| +6% | +$426K | 0.95% | 20 |
|
|
2018
Q4 | $6.79M | Buy |
99,549
+5,868
| +6% | +$460K | 0.96% | 21 |
|
|
2018
Q3 | $7.96M | Buy |
93,681
+3,454
| +4% | +$282K | 1.16% | 11 |
|
|
2018
Q2 | $7.09M | Buy |
90,227
+8,827
| +11% | +$703K | 1.5% | 11 |
|
|
2018
Q1 | $6.25M | Buy |
81,400
+7,477
| +10% | +$598K | 1.56% | 13 |
|
|
2017
Q4 | $6.46M | Buy |
73,923
+2,773
| +4% | +$229K | 1.58% | 11 |
|
|
2017
Q3 | $5.97M | Buy |
71,150
+6,673
| +10% | +$530K | 1.56% | 13 |
|
|
2017
Q2 | $5.16M | Buy |
64,477
+4,309
| +7% | +$353K | 1.46% | 17 |
|
|
2017
Q1 | $4.95M | Buy |
60,168
+10,330
| +21% | +$863K | 1.46% | 17 |
|
|
2016
Q4 | $4.13M | Buy |
+49,838
| New | +$4.35M | 1.38% | 16 |
|
Other funds holding XOM
Sowell Financial Services's XOM Position: Q2 2026 in Review
Sowell Financial Services sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 107,213 shares — an estimated $18.2M sold.
Sowell Financial Services first reported a position in XOM in Q4 2016 and held it in 37 quarters. The position peaked at $18.2M in Q1 2026. 4,252 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Sowell Financial Services reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
- Sowell Financial Services sold 107,213 ExxonMobil shares in Q2 2026, an estimated $18.2M.
- Sowell Financial Services first reported a position in ExxonMobil in Q4 2016 and held it in 37 quarters.
- Sowell Financial Services's ExxonMobil position peaked at $18.2M in Q1 2026.
- 4,252 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.