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Warner Financial’s ExxonMobil XOM Stock Holding History

Warner 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 		$507K Buy
3,705
+7
+0.2% +$1.05K 0.15% 92
2026
Q1 		$627K Hold
3,698
– – 0.22% 73
2025
Q4 		$445K Hold
3,698
– – 0.15% 87
2025
Q3 		$417K Hold
3,698
– – 0.16% 84
2025
Q2 		$399K Sell
3,698
-120
-3% -$12.8K 0.16% 84
2025
Q1 		$454K Buy
3,818
+50
+1% +$5.53K 0.2% 75
2024
Q4 		$405K Buy
3,768
+45
+1% +$5.26K 0.17% 82
2024
Q3 		$436K Buy
3,723
+1
+0% +$115 0.19% 83
2024
Q2 		$428K Buy
3,722
+1
+0% +$116 0.21% 77
2024
Q1 		$433K Sell
3,721
-84
-2% -$8.79K 0.22% 77
2023
Q4 		$380K Buy
3,805
+1
+0% +$105 0.21% 75
2023
Q3 		$447K Buy
3,804
+1
+0% +$110 0.3% 66
2023
Q2 		$408K Buy
3,803
+172
+5% +$18.8K 0.26% 68
2023
Q1 		$398K Buy
3,631
+1
+0% +$111 0.28% 69
2022
Q4 		$400K Buy
3,630
+1
+0% +$107 0.3% 60
2022
Q3 		$317K Buy
3,629
+1
+0% +$91 0.26% 61
2022
Q2 		$311K Buy
3,628
+1,381
+61% +$125K 0.29% 60
2022
Q1 		$300K Buy
2,247
+1
+0% +$78 0.24% 62
2021
Q4 		$137K Buy
+2,246
New +$140K 0.11% 80

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Warner Financial's XOM Position: Q2 2026 in Review

Warner Financial increased its ExxonMobil (XOM) stake by 0.19% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,705 shares worth $507K. The position accounts for 0.15% of the portfolio, ranked #92.

Warner Financial first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $627K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Warner Financial held 3,705 shares of ExxonMobil worth $507K as of Q2 2026.
  • Warner Financial bought 7 ExxonMobil shares in Q2 2026, an estimated $1.05K.
  • ExxonMobil made up 0.15% of Warner Financial's portfolio in Q2 2026, its #92 holding.
  • Warner Financial first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Warner Financial's ExxonMobil position peaked at $627K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.