USA Financial Formulas’s ExxonMobil XOM Stock Holding History

USA Financial Formulas’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	$44K	Sell	322 -4,161	-93%	-$623K	0.01%	296
2026 Q1	$761K	Buy	4,483 +4,478	+89,560%	+$653K	0.14%	44
2025 Q4	$602	Buy	+5	New	+$580	﹤0.01%	352
2023 Q4	–	Sell	-7,152	Closed	-$841K	–	560
2023 Q3	$841K	Hold	7,152	–	–	1.26%	14
2023 Q2	$767K	Sell	7,152 -1,869	-21%	-$204K	1.18%	29
2023 Q1	$989K	Buy	+9,021	New	+$998K	1.6%	17
2022 Q3	$1.29M	Buy	14,803 +3,657	+33%	+$334K	2.04%	12
2022 Q2	$955K	Sell	11,146 -900	-7%	-$81.2K	1.19%	23
2022 Q1	$995K	Buy	+12,046	New	+$936K	1.06%	35
2021 Q4	–	Sell	-1,249	Closed	-$73K	–	503
2021 Q3	$73K	Buy	1,249 +347	+38%	+$19.8K	0.07%	165
2021 Q2	$57K	Buy	+902	New	+$53.9K	0.05%	204
2018 Q1	–	Sell	-6,329	Closed	-$529K	–	426
2017 Q4	$529K	Buy	+6,329	New	+$523K	0.13%	132
2016 Q3	–	Sell	-155,064	Closed	-$14.5M	–	307
2016 Q2	$14.5M	Buy	+155,064	New	+$13.7M	3.99%	3

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

USA Financial Formulas's XOM Position: Q2 2026 in Review

USA Financial Formulas reduced its ExxonMobil (XOM) stake by 93% in Q2 2026, selling an estimated $623K and leaving 322 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #296.

USA Financial Formulas first reported a position in XOM in Q2 2016 and has held it in 13 quarters since. The position peaked at $14.5M in Q2 2016. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

USA Financial Formulas held 322 shares of ExxonMobil worth $44K as of Q2 2026.
USA Financial Formulas sold 4,161 ExxonMobil shares in Q2 2026, an estimated $623K.
ExxonMobil made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #296 holding.
USA Financial Formulas first reported a position in ExxonMobil in Q2 2016 and has held it in 13 quarters since.
USA Financial Formulas's ExxonMobil position peaked at $14.5M in Q2 2016.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.