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Symphony Financial’s ExxonMobil XOM Stock Holding History

Symphony 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 		$8.82M Sell
64,807
-8,849
-12% -$1.32M 0.96% 27
2026
Q1 		$12.7M Buy
73,656
+1,960
+3% +$286K 1.69% 13
2025
Q4 		$8.67M Buy
71,696
+2,845
+4% +$330K 1.16% 22
2025
Q3 		$7.76M Sell
68,851
-1,309
-2% -$146K 0.94% 31
2025
Q2 		$7.77M Buy
+70,160
New +$7.5M 1.02% 27
2025
Q1 		– Sell
-51,587
Closed -$5.75M – 229
2024
Q4 		$5.75M Sell
51,587
-28,023
-35% -$3.28M 0.9% 28
2024
Q3 		$9.23M Buy
79,610
+624
+0.8% +$72.1K 1.53% 18
2024
Q2 		$9.07M Buy
78,986
+16,528
+26% +$1.92M 1.66% 16
2024
Q1 		$7.26M Buy
62,458
+5,694
+10% +$596K 1.69% 17
2023
Q4 		$5.55M Buy
56,764
+3,447
+6% +$362K 1.19% 22
2023
Q3 		$6.17M Buy
53,317
+518
+1% +$56.8K 1.51% 18
2023
Q2 		$5.63M Buy
52,799
+1,578
+3% +$172K 1.38% 20
2023
Q1 		$5.61M Sell
51,221
-491
-0.9% -$54.3K 1.45% 19
2022
Q4 		$5.53M Sell
51,712
-14,676
-22% -$1.57M 1.46% 19
2022
Q3 		$5.89M Sell
66,388
-672
-1% -$61.4K 1.93% 13
2022
Q2 		$5.91M Buy
67,060
+5,563
+9% +$502K 1.75% 16
2022
Q1 		$5.23M Buy
61,497
+39,706
+182% +$3.09M 1.23% 20
2021
Q4 		$1.38M Buy
21,791
+2,258
+12% +$141K 0.38% 57
2021
Q3 		$1.17M Sell
19,533
-565
-3% -$32.2K 0.41% 52
2021
Q2 		$1.26M Sell
20,098
-21,754
-52% -$1.3M 0.43% 48
2021
Q1 		$2.36M Buy
41,852
+22,997
+122% +$1.21M 0.62% 32
2020
Q4 		$782K Sell
18,855
-7,760
-29% -$291K 0.28% 62
2020
Q3 		$914K Buy
26,615
+3,791
+17% +$155K 0.37% 44
2020
Q2 		$1.02M Buy
22,824
+2,519
+12% +$113K 0.49% 38
2020
Q1 		$761K Buy
+20,305
New +$1.12M 0.52% 38

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

Symphony Financial's XOM Position: Q2 2026 in Review

Symphony Financial reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $1.32M and leaving 64,807 shares worth $8.82M. The position accounts for 0.96% of the portfolio, ranked #27.

Symphony Financial first reported a position in XOM in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.7M in Q1 2026. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Symphony Financial held 64,807 shares of ExxonMobil worth $8.82M as of Q2 2026.
  • Symphony Financial sold 8,849 ExxonMobil shares in Q2 2026, an estimated $1.32M.
  • ExxonMobil made up 0.96% of Symphony Financial's portfolio in Q2 2026, its #27 holding.
  • Symphony Financial first reported a position in ExxonMobil in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's ExxonMobil position peaked at $12.7M in Q1 2026.
  • 4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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