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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sun Financial's XOM Position: Q1 2026 in Review

Sun Financial reduced its ExxonMobil (XOM) stake by 1.4% in Q1 2026, selling an estimated $7K and leaving 3,407 shares worth $520K. The position accounts for 0.26% of the portfolio, ranked #89.

Sun Financial first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,776 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Sun Financial held 3,407 shares of ExxonMobil worth $520K as of Q1 2026.
Sun Financial sold 48 ExxonMobil shares in Q1 2026, an estimated $7K.
ExxonMobil made up 0.26% of Sun Financial's portfolio in Q1 2026, its #89 holding.
Sun Financial first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
4,776 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.