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Tandem Financial’s ExxonMobil XOM Stock Holding History

Tandem 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 		$639K Buy
4,674
+1,159
+33% +$173K 0.19% 64
2026
Q1 		$596K Sell
3,515
-408
-10% -$59.5K 0.19% 66
2025
Q4 		$422K Sell
3,923
-69
-2% -$8K 0.51% 33
2025
Q3 		$450K Buy
3,992
+18
+0.5% +$2K 0.17% 69
2025
Q2 		$428K Buy
3,974
+53
+1% +$5.67K 0.4% 38
2025
Q1 		$466K Sell
3,921
-2
-0.1% -$221 0.5% 36
2024
Q4 		$422K Buy
+3,923
New +$459K 0.45% 37

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 $3.38T AUM 44.17% 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

Tandem Financial's XOM Position: Q2 2026 in Review

Tandem Financial increased its ExxonMobil (XOM) stake by 33% in Q2 2026, buying an estimated $173K and bringing the position to 4,674 shares worth $639K. The position accounts for 0.19% of the portfolio, ranked #64.

Tandem Financial first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Tandem Financial held 4,674 shares of ExxonMobil worth $639K as of Q2 2026.
  • Tandem Financial bought 1,159 ExxonMobil shares in Q2 2026, an estimated $173K.
  • ExxonMobil made up 0.19% of Tandem Financial's portfolio in Q2 2026, its #64 holding.
  • Tandem Financial first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.