Theory Financial’s ExxonMobil XOM Stock Holding History

Theory 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	–	Sell	-3,183	Closed	-$540K	–	104
2026 Q1	$540K	Hold	3,183	–	–	0.19%	68
2025 Q4	$429K	Hold	3,183	–	–	0.14%	74
2025 Q3	$359K	Hold	3,183	–	–	0.13%	73
2025 Q2	$355K	Hold	3,183	–	–	0.13%	70
2025 Q1	$379K	Sell	3,183 -30	-0.9%	-$3.32K	0.16%	64
2024 Q4	$346K	Buy	+3,213	New	+$376K	0.14%	65
2024 Q1	–	Sell	-3,210	Closed	-$321K	–	85
2023 Q4	$321K	Hold	3,210	–	–	0.17%	57
2023 Q3	$377K	Sell	3,210 -465	-13%	-$51K	0.22%	52
2023 Q2	$394K	Hold	3,675	–	–	0.23%	48
2023 Q1	$403K	Hold	3,675	–	–	0.24%	49
2022 Q4	$405K	Buy	+3,675	New	+$394K	0.27%	50
2022 Q2	$312K	Buy	3,675 +1,225	+50%	+$110K	0.22%	53
2022 Q1	$202K	Buy	+2,450	New	+$190K	0.13%	59

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 $3.37T AUM 44.26% 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

Theory Financial's XOM Position: Q2 2026 in Review

Theory Financial sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,183 shares — an estimated $540K sold.

Theory Financial first reported a position in XOM in Q1 2022 and held it in 13 quarters. The position peaked at $540K in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Theory Financial reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Theory Financial sold 3,183 ExxonMobil shares in Q2 2026, an estimated $540K.
Theory Financial first reported a position in ExxonMobil in Q1 2022 and held it in 13 quarters.
Theory Financial's ExxonMobil position peaked at $540K in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.