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Team Financial Group’s ExxonMobil XOM Stock Holding History

Team Financial Group’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 		– Sell
-121
Closed -$20.5K – 264
2026
Q1 		$20.5K Buy
121
+1
+0.8% +$146 0.01% 162
2025
Q4 		$14.5K Buy
120
+1
+0.8% +$116 0.01% 170
2025
Q3 		$13.4K Buy
119
+1
+0.8% +$111 0.01% 171
2025
Q2 		$12.7K Buy
+118
New +$12.6K 0.01% 160
2024
Q1 		– Sell
-113
Closed -$11.3K – 217
2023
Q4 		$11.3K Buy
113
+1
+0.9% +$105 0.01% 112
2023
Q3 		$13.1K Buy
+112
New +$12.3K 0.01% 104

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Team Financial Group's XOM Position: Q2 2026 in Review

Team Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 121 shares — an estimated $20.5K sold.

Team Financial Group first reported a position in XOM in Q3 2023 and held it in 6 quarters. The position peaked at $20.5K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Team Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 121 ExxonMobil shares in Q2 2026, an estimated $20.5K.
  • Team Financial Group first reported a position in ExxonMobil in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's ExxonMobil position peaked at $20.5K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.