Sunrise Financial Services’s ExxonMobil XOM Stock Holding History

Sunrise Financial Services’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	-144	Closed	-$24.4K	–	650
2026 Q1	$24.4K	Buy	144 +41	+40%	+$5.98K	0.02%	169
2025 Q4	$12.4K	Buy	+103	New	+$11.9K	0.01%	191

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

Sunrise Financial Services's XOM Position: Q2 2026 in Review

Sunrise Financial Services sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 144 shares — an estimated $24.4K sold.

Sunrise Financial Services first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $24.4K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sunrise Financial Services reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Sunrise Financial Services sold 144 ExxonMobil shares in Q2 2026, an estimated $24.4K.
Sunrise Financial Services first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
Sunrise Financial Services's ExxonMobil position peaked at $24.4K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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