Succession Financial’s ExxonMobil XOM Stock Holding History

Succession Financial’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	$313K	Buy	+2,289	New	+$343K	0.3%	32

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

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

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Succession Financial's XOM Position: Q2 2026 in Review

Succession Financial opened a new position in ExxonMobil (XOM) in Q2 2026: 2,289 shares worth $313K. The stake represents 0.3% of the portfolio and ranks #32 among its holdings.

4,106 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Succession Financial held 2,289 shares of ExxonMobil worth $313K as of Q2 2026.
ExxonMobil was a new Succession Financial position in Q2 2026.
ExxonMobil made up 0.3% of Succession Financial's portfolio in Q2 2026, its #32 holding.
4,106 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.