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

Ninety One (UK)

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

Wealth Enhancement Advisory Services

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return