Values Added Financial’s ExxonMobil XOM Stock Holding History

Values Added 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	$428K	Buy	3,134 +15	+0.5%	+$2.25K	0.15%	91
2026 Q1	$529K	Sell	3,119 -9	-0.3%	-$1.31K	0.22%	73
2025 Q4	$376K	Sell	3,128 -8	-0.3%	-$928	0.16%	87
2025 Q3	$354K	Sell	3,136 -289	-8%	-$32.1K	0.16%	90
2025 Q2	$369K	Buy	3,425 +607	+22%	+$64.9K	0.18%	86
2025 Q1	$335K	Buy	2,818 +3	+0.1%	+$332	0.19%	87
2024 Q4	$303K	Sell	2,815 -457	-14%	-$53.5K	0.18%	89
2024 Q3	$384K	Sell	3,272 -912	-22%	-$105K	0.24%	65
2024 Q2	$482K	Buy	+4,184	New	+$487K	0.35%	56

Other funds holding XOM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Values Added Financial's XOM Position: Q2 2026 in Review

Values Added Financial increased its ExxonMobil (XOM) stake by 0.48% in Q2 2026, buying an estimated $2.25K and bringing the position to 3,134 shares worth $428K. The position accounts for 0.15% of the portfolio, ranked #91.

Values Added Financial first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $529K in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Values Added Financial held 3,134 shares of ExxonMobil worth $428K as of Q2 2026.
Values Added Financial bought 15 ExxonMobil shares in Q2 2026, an estimated $2.25K.
ExxonMobil made up 0.15% of Values Added Financial's portfolio in Q2 2026, its #91 holding.
Values Added Financial first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Values Added Financial's ExxonMobil position peaked at $529K in Q1 2026.
1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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