Sun Financial’s ExxonMobil XOM Stock Holding History

Sun 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	$537K	Sell	3,362 -45	-1%	-$6.74K	0.25%	93
2026 Q1	$520K	Sell	3,407 -48	-1%	-$7K	0.26%	89
2025 Q4	$416K	Buy	+3,455	New	+$401K	0.23%	97

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 $3.38T AUM 44.17% 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

Sun Financial's XOM Position: Q2 2026 in Review

Sun Financial reduced its ExxonMobil (XOM) stake by 1.3% in Q2 2026, selling an estimated $6.74K and leaving 3,362 shares worth $537K. The position accounts for 0.25% of the portfolio, ranked #93.

Sun Financial first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. 4,284 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sun Financial held 3,362 shares of ExxonMobil worth $537K as of Q2 2026.
Sun Financial sold 45 ExxonMobil shares in Q2 2026, an estimated $6.74K.
ExxonMobil made up 0.25% of Sun Financial's portfolio in Q2 2026, its #93 holding.
Sun Financial first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
4,284 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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