Strategic Financial Concepts’s ExxonMobil XOM Stock Holding History

Strategic Financial Concepts’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	$1.78M	Sell	13,030 -7,711	-37%	-$1.15M	0.53%	54
2026 Q1	$3.41M	Buy	20,741 +12,614	+155%	+$1.84M	0.84%	30
2025 Q4	$978K	Sell	8,127 -11,078	-58%	-$1.28M	0.89%	32
2025 Q3	$2.17M	Sell	19,205 -1,123	-6%	-$125K	0.31%	43
2025 Q2	$2.21M	Sell	20,328 -10,159	-33%	-$1.09M	0.31%	48
2025 Q1	$3.62M	Buy	30,487 +11	+0%	+$1.22K	0.68%	38
2024 Q4	$3.28M	Buy	30,476 +14,513	+91%	+$1.7M	0.63%	37
2024 Q3	$1.87M	Sell	15,963 -2,006,521	-99%	-$232M	0.6%	37
2024 Q2	$1.8M	Buy	2,022,484 +1,990,646	+6,252%	+$232M	1.05%	30
2024 Q1	$3.7M	Buy	31,838 +13,904	+78%	+$1.45M	0.89%	32
2023 Q4	$1.79M	Sell	17,934 -15,546	-46%	-$1.63M	1.06%	29
2023 Q3	$3.94M	Sell	33,480 -1,345	-4%	-$148K	1.33%	17
2023 Q2	$3.73M	Sell	34,825 -1,192	-3%	-$130K	1.38%	15
2023 Q1	$3.95M	Buy	+36,017	New	+$3.98M	1.59%	12

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Strategic Financial Concepts's XOM Position: Q2 2026 in Review

Strategic Financial Concepts reduced its ExxonMobil (XOM) stake by 37% in Q2 2026, selling an estimated $1.15M and leaving 13,030 shares worth $1.78M. The position accounts for 0.53% of the portfolio, ranked #54.

Strategic Financial Concepts first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.95M in Q1 2023. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Strategic Financial Concepts held 13,030 shares of ExxonMobil worth $1.78M as of Q2 2026.
Strategic Financial Concepts sold 7,711 ExxonMobil shares in Q2 2026, an estimated $1.15M.
ExxonMobil made up 0.53% of Strategic Financial Concepts's portfolio in Q2 2026, its #54 holding.
Strategic Financial Concepts first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
Strategic Financial Concepts's ExxonMobil position peaked at $3.95M in Q1 2023.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.