SFWC
XOM icon

Strategic Family Wealth Counselors’s ExxonMobil XOM Stock Holding History

Strategic Family Wealth Counselors’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 		$344K Sell
2,519
-38
-1% -$5.69K 0.08% 132
2026
Q1 		$434K Sell
2,557
-1,459
-36% -$213K 0.11% 103
2025
Q4 		$524K Buy
4,016
+958
+31% +$111K 0.12% 114
2025
Q3 		$345K Buy
3,058
+227
+8% +$25.2K 0.09% 118
2025
Q2 		$305K Buy
2,831
+222
+9% +$23.7K 0.09% 119
2025
Q1 		$310K Sell
2,609
-1,532
-37% -$169K 0.1% 110
2024
Q4 		$445K Buy
4,141
+600
+17% +$70.2K 0.15% 87
2024
Q3 		$415K Buy
3,541
+119
+3% +$13.7K 0.15% 85
2024
Q2 		$394K Sell
3,422
-134
-4% -$15.6K 0.15% 81
2024
Q1 		$413K Sell
3,556
-783
-18% -$81.9K 0.16% 70
2023
Q4 		$434K Hold
4,339
– – 0.18% 68
2023
Q3 		$510K Hold
4,339
– – 0.25% 56
2023
Q2 		$465K Buy
4,339
+997
+30% +$109K 0.21% 59
2023
Q1 		$366K Buy
3,342
+35
+1% +$3.87K 0.17% 67
2022
Q4 		$365K Buy
3,307
+13
+0.4% +$1.39K 0.18% 68
2022
Q3 		$288K Buy
3,294
+48
+1% +$4.38K 0.14% 68
2022
Q2 		$278K Buy
3,246
+90
+3% +$8.12K 0.13% 70
2022
Q1 		$261K Buy
+3,156
New +$245K 0.11% 82
2021
Q4 		– Sell
-3,451
Closed -$203K – 110
2021
Q3 		$203K Hold
3,451
– – 0.07% 93
2021
Q2 		$218K Buy
+3,451
New +$206K 0.07% 79
2020
Q1 		– Sell
-4,701
Closed -$328K – 86
2019
Q4 		$328K Sell
4,701
-2,270
-33% -$157K 0.27% 48
2019
Q3 		$492K Sell
6,971
-33
-0.5% -$2.39K 0.37% 39
2019
Q2 		$537K Buy
7,004
+17
+0.2% +$1.32K 0.42% 37
2019
Q1 		$565K Sell
6,987
-116
-2% -$8.84K 0.46% 37
2018
Q4 		$484K Buy
+7,103
New +$557K 0.55% 32

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

Strategic Family Wealth Counselors's XOM Position: Q2 2026 in Review

Strategic Family Wealth Counselors reduced its ExxonMobil (XOM) stake by 1.5% in Q2 2026, selling an estimated $5.69K and leaving 2,519 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #132.

Strategic Family Wealth Counselors first reported a position in XOM in Q4 2018 and has held it in 25 quarters since. The position peaked at $565K in Q1 2019. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Strategic Family Wealth Counselors held 2,519 shares of ExxonMobil worth $344K as of Q2 2026.
  • Strategic Family Wealth Counselors sold 38 ExxonMobil shares in Q2 2026, an estimated $5.69K.
  • ExxonMobil made up 0.08% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #132 holding.
  • Strategic Family Wealth Counselors first reported a position in ExxonMobil in Q4 2018 and has held it in 25 quarters since.
  • Strategic Family Wealth Counselors's ExxonMobil position peaked at $565K in Q1 2019.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.