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Synergy Investment Management’s ExxonMobil XOM Stock Holding History

Synergy Investment Management’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 		$107K Buy
782
+17
+2% +$2.54K 0.03% 250
2026
Q1 		$130K Buy
+765
New +$112K 0.04% 175
2025
Q2 		– Sell
-442
Closed -$52.5K – 586
2025
Q1 		$52.5K Buy
442
+2
+0.5% +$221 0.02% 231
2024
Q4 		$47.2K Buy
+440
New +$51.5K 0.02% 249

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

Synergy Investment Management's XOM Position: Q2 2026 in Review

Synergy Investment Management increased its ExxonMobil (XOM) stake by 2.2% in Q2 2026, buying an estimated $2.54K and bringing the position to 782 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #250.

Synergy Investment Management first reported a position in XOM in Q4 2024 and has held it in 4 quarters since. The position peaked at $130K in Q1 2026. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Synergy Investment Management held 782 shares of ExxonMobil worth $107K as of Q2 2026.
  • Synergy Investment Management bought 17 ExxonMobil shares in Q2 2026, an estimated $2.54K.
  • ExxonMobil made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #250 holding.
  • Synergy Investment Management first reported a position in ExxonMobil in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's ExxonMobil position peaked at $130K in Q1 2026.
  • 4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.