Stegner Investment Associates’s ExxonMobil XOM Stock Holding History

Stegner Investment Associates’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	$223K	Hold	1,628	–	–	0.11%	30
2026 Q1	$276K	Buy	+1,628	New	+$238K	0.15%	26

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stegner Investment Associates's XOM Position: Q2 2026 in Review

Stegner Investment Associates held its ExxonMobil (XOM) position steady in Q2 2026 at 1,628 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #30.

Stegner Investment Associates first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $276K in Q1 2026. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Stegner Investment Associates held 1,628 shares of ExxonMobil worth $223K as of Q2 2026.
Stegner Investment Associates left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.11% of Stegner Investment Associates's portfolio in Q2 2026, its #30 holding.
Stegner Investment Associates first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
Stegner Investment Associates's ExxonMobil position peaked at $276K in Q1 2026.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.