Symphony Financial Services’s ExxonMobil XOM Stock Holding History

Symphony 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	$1.12M	Sell	8,177 -437	-5%	-$65.4K	0.5%	33
2026 Q1	$1.46M	Buy	8,614 +502	+6%	+$73.3K	0.75%	27
2025 Q4	$976K	Sell	8,112 -49	-0.6%	-$5.68K	0.5%	33
2025 Q3	$920K	Sell	8,161 -122	-1%	-$13.6K	0.5%	30
2025 Q2	$893K	Sell	8,283 -218	-3%	-$23.3K	0.53%	29
2025 Q1	$1.01M	Buy	8,501 +4	+0%	+$442	0.66%	25
2024 Q4	$914K	Sell	8,497 -139	-2%	-$16.3K	0.73%	24
2024 Q3	$1.01M	Sell	8,636 -211	-2%	-$24.4K	0.86%	24
2024 Q2	$992K	Buy	+8,847	New	+$1.03M	0.85%	23

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Symphony Financial Services reduced its ExxonMobil (XOM) stake by 5.1% in Q2 2026, selling an estimated $65.4K and leaving 8,177 shares worth $1.12M. The position accounts for 0.5% of the portfolio, ranked #33.

Symphony Financial Services first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Symphony Financial Services held 8,177 shares of ExxonMobil worth $1.12M as of Q2 2026.
Symphony Financial Services sold 437 ExxonMobil shares in Q2 2026, an estimated $65.4K.
ExxonMobil made up 0.5% of Symphony Financial Services's portfolio in Q2 2026, its #33 holding.
Symphony Financial Services first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's ExxonMobil position peaked at $1.46M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.