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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	–	-$333K	–	107
2025 Q4	–	Hold	–	–	–	38
2025 Q1	–	Hold	–	-$333K	–	83
2024 Q4	–	Hold	–	–	–	42

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.