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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USA Financial Formulas's XOM Position: Q1 2026 in Review

USA Financial Formulas increased its ExxonMobil (XOM) stake by 89,560% in Q1 2026, buying an estimated $653K and bringing the position to 4,483 shares worth $761K. The position accounts for 0.14% of the portfolio, ranked #44.

USA Financial Formulas first reported a position in XOM in Q2 2016 and has held it in 12 quarters since. The position peaked at $14.5M in Q2 2016. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

USA Financial Formulas held 4,483 shares of ExxonMobil worth $761K as of Q1 2026.
USA Financial Formulas bought 4,478 ExxonMobil shares in Q1 2026, an estimated $653K.
ExxonMobil made up 0.14% of USA Financial Formulas's portfolio in Q1 2026, its #44 holding.
USA Financial Formulas first reported a position in ExxonMobil in Q2 2016 and has held it in 12 quarters since.
USA Financial Formulas's ExxonMobil position peaked at $14.5M in Q2 2016.
4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.