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Stiles Financial Services’s ExxonMobil XOM Stock Holding History

Stiles Financial Services’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 		$2.71M Buy
19,809
+308
+2% +$46.1K 0.68% 46
2026
Q1 		$3.31M Buy
19,501
+414
+2% +$60.4K 1.01% 29
2025
Q4 		$2.3M Buy
19,087
+1,072
+6% +$124K 0.71% 46
2025
Q3 		$2.03M Buy
18,015
+581
+3% +$64.6K 0.64% 52
2025
Q2 		$1.88M Buy
17,434
+614
+4% +$65.6K 0.65% 52
2025
Q1 		$2M Buy
16,820
+610
+4% +$67.5K 0.77% 46
2024
Q4 		$1.74M Buy
16,210
+1,646
+11% +$193K 0.63% 54
2024
Q3 		$1.71M Buy
14,564
+673
+5% +$77.7K 0.6% 57
2024
Q2 		$1.6M Buy
13,891
+2,305
+20% +$268K 0.62% 53
2024
Q1 		$1.35M Buy
11,586
+5,652
+95% +$591K 0.54% 63
2023
Q4 		$593K Buy
5,934
+3,491
+143% +$367K 0.27% 94
2023
Q3 		$287K Buy
2,443
+9
+0.4% +$987 0.15% 135
2023
Q2 		$261K Sell
2,434
-129
-5% -$14.1K 0.13% 155
2023
Q1 		$281K Buy
2,563
+10
+0.4% +$1.11K 0.15% 145
2022
Q4 		$282K Sell
2,553
-91
-3% -$9.75K 0.16% 141
2022
Q3 		$231K Buy
2,644
+12
+0.5% +$1.1K 0.14% 145
2022
Q2 		$225K Sell
2,632
-573
-18% -$51.7K 0.14% 149
2022
Q1 		$265K Buy
+3,205
New +$249K 0.13% 149

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 $3.37T AUM 44.26% 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

Stiles Financial Services's XOM Position: Q2 2026 in Review

Stiles Financial Services increased its ExxonMobil (XOM) stake by 1.6% in Q2 2026, buying an estimated $46.1K and bringing the position to 19,809 shares worth $2.71M. The position accounts for 0.68% of the portfolio, ranked #46.

Stiles Financial Services first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.31M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Stiles Financial Services held 19,809 shares of ExxonMobil worth $2.71M as of Q2 2026.
  • Stiles Financial Services bought 308 ExxonMobil shares in Q2 2026, an estimated $46.1K.
  • ExxonMobil made up 0.68% of Stiles Financial Services's portfolio in Q2 2026, its #46 holding.
  • Stiles Financial Services first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
  • Stiles Financial Services's ExxonMobil position peaked at $3.31M in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.