SFC
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Swisher Financial Concepts’s ExxonMobil XOM Stock Holding History

Swisher Financial Concepts’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 		$4.65M Buy
27,402
+69
+0.3% +$10.1K 2.6% 13
2025
Q4 		$3.29M Buy
27,333
+78
+0.3% +$9.05K 1.87% 16
2025
Q3 		$3.07M Buy
27,255
+21
+0.1% +$2.33K 1.84% 16
2025
Q2 		$2.94M Buy
27,234
+19,716
+262% +$2.11M 1.9% 17
2025
Q1 		$894K Buy
7,518
+166
+2% +$18.4K 0.74% 24
2024
Q4 		$791K Sell
7,352
-7,922
-52% -$927K 0.93% 23
2024
Q3 		$1.81M Buy
15,274
+7,637
+100% +$882K 1.14% 18
2024
Q2 		$872K Sell
7,637
-153
-2% -$17.8K 0.88% 20
2024
Q1 		$949K Buy
7,790
+22
+0.3% +$2.3K 0.83% 20
2023
Q4 		$760K Buy
+7,768
New +$816K 0.73% 23

Other funds holding XOM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return