Sunburst Financial Group’s ExxonMobil XOM Stock Holding History

Sunburst Financial Group’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	–	Sell	-3,622	Closed	-$615K	–	142
2026 Q1	$615K	Buy	3,622 +96	+3%	+$14K	0.11%	71
2025 Q4	$424K	Buy	3,526 +80	+2%	+$9.28K	0.09%	78
2025 Q3	$389K	Sell	3,446 -268	-7%	-$29.8K	0.08%	85
2025 Q2	$400K	Buy	3,714 +58	+2%	+$6.2K	0.09%	77
2025 Q1	$435K	Buy	3,656 +50	+1%	+$5.53K	0.11%	70
2024 Q4	$388K	Buy	3,606 +147	+4%	+$17.2K	0.1%	75
2024 Q3	$405K	Sell	3,459 -106	-3%	-$12.2K	0.1%	80
2024 Q2	$410K	Buy	3,565 +453	+15%	+$52.8K	0.11%	78
2024 Q1	$364K	Buy	3,112 +138	+5%	+$14.4K	0.1%	82
2023 Q4	$297K	Buy	2,974 +93	+3%	+$9.78K	0.09%	79
2023 Q3	$339K	Sell	2,881 -15	-0.5%	-$1.65K	0.12%	70
2023 Q2	$311K	Buy	2,896 +15	+0.5%	+$1.64K	0.11%	75
2023 Q1	$316K	Sell	2,881 -59	-2%	-$6.53K	0.12%	73
2022 Q4	$324K	Hold	2,940	–	–	0.13%	75
2022 Q3	$257K	Hold	2,940	–	–	0.12%	75
2022 Q2	$252K	Buy	2,940 +14	+0.5%	+$1.26K	0.12%	74
2022 Q1	$242K	Buy	+2,926	New	+$227K	0.12%	67

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

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

Sunburst Financial Group's XOM Position: Q2 2026 in Review

Sunburst Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,622 shares — an estimated $615K sold.

Sunburst Financial Group first reported a position in XOM in Q1 2022 and held it in 17 quarters. The position peaked at $615K in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sunburst Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Sunburst Financial Group sold 3,622 ExxonMobil shares in Q2 2026, an estimated $615K.
Sunburst Financial Group first reported a position in ExxonMobil in Q1 2022 and held it in 17 quarters.
Sunburst Financial Group's ExxonMobil position peaked at $615K in Q1 2026.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.