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 Q2	$2.91M	Sell	21,312 -6,090	-22%	-$911K	1.84%	14
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 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

Swisher Financial Concepts's XOM Position: Q2 2026 in Review

Swisher Financial Concepts reduced its ExxonMobil (XOM) stake by 22% in Q2 2026, selling an estimated $911K and leaving 21,312 shares worth $2.91M. The position accounts for 1.84% of the portfolio, ranked #14.

Swisher Financial Concepts first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.65M in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Swisher Financial Concepts held 21,312 shares of ExxonMobil worth $2.91M as of Q2 2026.
Swisher Financial Concepts sold 6,090 ExxonMobil shares in Q2 2026, an estimated $911K.
ExxonMobil made up 1.84% of Swisher Financial Concepts's portfolio in Q2 2026, its #14 holding.
Swisher Financial Concepts first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's ExxonMobil position peaked at $4.65M in Q1 2026.
4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.