Vision Financial Markets’s ExxonMobil XOM Stock Holding History

Vision Financial Markets’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	$423K	Sell	3,093 -184	-6%	-$27.5K	0.37%	45
2026 Q1	$556K	Hold	3,277	–	–	0.54%	33
2025 Q4	$394K	Buy	3,277 +1	+0%	+$116	0.4%	40
2025 Q3	$369K	Buy	3,276 +1	+0%	+$111	0.32%	50
2025 Q2	$353K	Buy	3,275 +1	+0%	+$107	0.33%	48
2025 Q1	$389K	Buy	3,274 +18	+0.6%	+$1.99K	0.42%	40
2024 Q4	$350K	Buy	+3,256	New	+$381K	0.38%	43

Other funds holding XOM

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

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Vision Financial Markets's XOM Position: Q2 2026 in Review

Vision Financial Markets reduced its ExxonMobil (XOM) stake by 5.6% in Q2 2026, selling an estimated $27.5K and leaving 3,093 shares worth $423K. The position accounts for 0.37% of the portfolio, ranked #45.

Vision Financial Markets first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $556K in Q1 2026. 1,783 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Vision Financial Markets held 3,093 shares of ExxonMobil worth $423K as of Q2 2026.
Vision Financial Markets sold 184 ExxonMobil shares in Q2 2026, an estimated $27.5K.
ExxonMobil made up 0.37% of Vision Financial Markets's portfolio in Q2 2026, its #45 holding.
Vision Financial Markets first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's ExxonMobil position peaked at $556K in Q1 2026.
1,783 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.