SWP Financial’s ExxonMobil XOM Stock Holding History

SWP Financial’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	-1,244	Closed	-$211K	–	80
2026 Q1	$211K	Buy	+1,244	New	+$182K	0.11%	69

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SWP Financial's XOM Position: Q2 2026 in Review

SWP Financial sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,244 shares — an estimated $211K sold.

SWP Financial first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 2,296 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

SWP Financial reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
SWP Financial sold 1,244 ExxonMobil shares in Q2 2026, an estimated $211K.
SWP Financial first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
SWP Financial's ExxonMobil position peaked at $211K in Q1 2026.
2,296 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.