Western Financial Corp’s ExxonMobil XOM Stock Holding History

Western Financial Corp’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	$1.22M	Buy	8,946 +4,439	+98%	+$664K	0.36%	51
2026 Q1	$765K	Buy	+4,507	New	+$658K	0.3%	66
2024 Q1	–	Sell	-8,926	Closed	-$892K	–	130
2023 Q4	$892K	Buy	8,926 +341	+4%	+$35.8K	0.6%	32
2023 Q3	$1.01M	Sell	8,585 -3,503	-29%	-$384K	0.74%	24
2023 Q2	$1.3M	Sell	12,088 -67	-0.6%	-$7.31K	0.88%	23
2023 Q1	$1.33M	Buy	12,155 +1,048	+9%	+$116K	0.95%	16
2022 Q4	$1.23M	Buy	11,107 +746	+7%	+$79.9K	0.79%	21
2022 Q3	$905K	Buy	10,361 +546	+6%	+$49.8K	0.63%	28
2022 Q2	$841K	Sell	9,815 -1,175	-11%	-$106K	0.6%	34
2022 Q1	$908K	Buy	+10,990	New	+$854K	0.53%	42

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Western Financial Corp's XOM Position: Q2 2026 in Review

Western Financial Corp increased its ExxonMobil (XOM) stake by 98% in Q2 2026, buying an estimated $664K and bringing the position to 8,946 shares worth $1.22M. The position accounts for 0.36% of the portfolio, ranked #51.

Western Financial Corp first reported a position in XOM in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2023. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Western Financial Corp held 8,946 shares of ExxonMobil worth $1.22M as of Q2 2026.
Western Financial Corp bought 4,439 ExxonMobil shares in Q2 2026, an estimated $664K.
ExxonMobil made up 0.36% of Western Financial Corp's portfolio in Q2 2026, its #51 holding.
Western Financial Corp first reported a position in ExxonMobil in Q1 2022 and has held it in 10 quarters since.
Western Financial Corp's ExxonMobil position peaked at $1.33M in Q1 2023.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.