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Tilson Financial Group’s ExxonMobil XOM Stock Holding History

Tilson 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
-35,541
Closed -$6.03M – 87
2026
Q1 		$6.03M Buy
35,541
+852
+2% +$124K 1.81% 18
2025
Q4 		$4.17M Sell
34,689
-381
-1% -$44.2K 1.28% 25
2025
Q3 		$3.95M Buy
35,070
+749
+2% +$83.3K 1.3% 24
2025
Q2 		$3.7M Buy
34,321
+139
+0.4% +$14.9K 1.4% 22
2025
Q1 		$4.07M Buy
34,182
+618
+2% +$68.3K 1.61% 18
2024
Q4 		$3.61M Buy
33,564
+264
+0.8% +$30.9K 1.47% 18
2024
Q3 		$3.9M Buy
33,300
+174
+0.5% +$20.1K 1.69% 18
2024
Q2 		$3.81M Buy
33,126
+82
+0.2% +$9.55K 3.85% 9
2024
Q1 		$3.84M Buy
33,044
+176
+0.5% +$18.4K 2.06% 15
2023
Q4 		$3.29M Buy
32,868
+191
+0.6% +$20.1K 2.11% 18
2023
Q3 		$3.84M Buy
32,677
+153
+0.5% +$16.8K 3.02% 11
2023
Q2 		$3.49M Buy
32,524
+165
+0.5% +$18K 5.93% 5
2023
Q1 		$3.55M Buy
32,359
+175
+0.5% +$19.4K 2.9% 11
2022
Q4 		$3.55M Buy
+32,184
New +$3.45M 3.02% 11

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

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

Tilson Financial Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 35,541 shares — an estimated $6.03M sold.

Tilson Financial Group first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $6.03M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Tilson Financial Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Tilson Financial Group sold 35,541 ExxonMobil shares in Q2 2026, an estimated $6.03M.
  • Tilson Financial Group first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
  • Tilson Financial Group's ExxonMobil position peaked at $6.03M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.