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SYM Financial Corp’s ExxonMobil XOM Stock Holding History

SYM Financial Corp’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 		$1.73M Buy
12,669
+304
+2% +$45.5K 0.14% 47
2026
Q1 		$2.1M Buy
12,365
+949
+8% +$138K 0.21% 33
2025
Q4 		$1.37M Buy
11,416
+983
+9% +$114K 0.14% 44
2025
Q3 		$1.18M Buy
10,433
+478
+5% +$53.1K 0.13% 47
2025
Q2 		$1.07M Sell
9,955
-473
-5% -$50.6K 0.12% 55
2025
Q1 		$1.24M Buy
10,428
+555
+6% +$61.4K 0.15% 42
2024
Q4 		$1.06M Sell
9,873
-4,347
-31% -$508K 0.14% 45
2024
Q3 		$1.67M Buy
14,220
+630
+5% +$72.7K 0.22% 34
2024
Q2 		$1.56M Buy
13,590
+10,073
+286% +$1.17M 0.25% 27
2024
Q1 		$409K Sell
3,517
-332
-9% -$34.7K 0.07% 51
2023
Q4 		$385K Buy
3,849
+556
+17% +$58.4K 0.06% 60
2023
Q3 		$387K Buy
3,293
+350
+12% +$38.4K 0.07% 53
2023
Q2 		$316K Sell
2,943
-688
-19% -$75.1K 0.06% 44
2023
Q1 		$398K Buy
3,631
+312
+9% +$34.5K 0.09% 37
2022
Q4 		$366K Buy
3,319
+4
+0.1% +$429 0.09% 44
2022
Q3 		$289K Sell
3,315
-146
-4% -$13.3K 0.14% 44
2022
Q2 		$296K Buy
3,461
+35
+1% +$3.16K 0.14% 40
2022
Q1 		$283K Sell
3,426
-1,145
-25% -$89K 0.12% 42
2021
Q4 		$280K Buy
+4,571
New +$286K 0.11% 38
2020
Q1 		– Sell
-3,500
Closed -$244K – 105
2019
Q4 		$244K Buy
3,500
+36
+1% +$2.49K 0.16% 33
2019
Q3 		$245K Sell
3,464
-2,355
-40% -$170K 0.16% 25
2019
Q2 		$446K Buy
5,819
+41
+0.7% +$3.17K 0.29% 16
2019
Q1 		$467K Sell
5,778
-1,163
-17% -$88.7K 0.3% 14
2018
Q4 		$473K Sell
6,941
-1,179
-15% -$92.5K 0.19% 18
2018
Q3 		$690K Buy
8,120
+2,355
+41% +$193K 0.39% 14
2018
Q2 		$477K Sell
5,765
-1,296
-18% -$103K 0.28% 8
2018
Q1 		$527K Sell
7,061
-2,463
-26% -$197K 0.32% 8
2017
Q4 		$797K Buy
+9,524
New +$788K 0.36% 11

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SYM Financial Corp's XOM Position: Q2 2026 in Review

SYM Financial Corp increased its ExxonMobil (XOM) stake by 2.5% in Q2 2026, buying an estimated $45.5K and bringing the position to 12,669 shares worth $1.73M. The position accounts for 0.14% of the portfolio, ranked #47.

SYM Financial Corp first reported a position in XOM in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.1M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SYM Financial Corp held 12,669 shares of ExxonMobil worth $1.73M as of Q2 2026.
  • SYM Financial Corp bought 304 ExxonMobil shares in Q2 2026, an estimated $45.5K.
  • ExxonMobil made up 0.14% of SYM Financial Corp's portfolio in Q2 2026, its #47 holding.
  • SYM Financial Corp first reported a position in ExxonMobil in Q4 2017 and has held it in 28 quarters since.
  • SYM Financial Corp's ExxonMobil position peaked at $2.1M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.