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Williams Financial’s ExxonMobil XOM Stock Holding History

Williams 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 		$580K Sell
4,240
-1,634
-28% -$245K 0.3% 19
2026
Q1 		$997K Buy
5,874
+8
+0.1% +$1.17K 0.58% 18
2025
Q4 		$706K Buy
5,866
+20
+0.3% +$2.32K 0.41% 18
2025
Q3 		$659K Buy
+5,846
New +$650K 0.68% 7
2025
Q1 		– Sell
-6,041
Closed -$650K – 26
2024
Q4 		$650K Buy
6,041
+49
+0.8% +$5.73K 0.4% 9
2024
Q3 		$702K Sell
5,992
-92
-2% -$10.6K 0.44% 9
2024
Q2 		$700K Sell
6,084
-54
-0.9% -$6.29K 0.47% 9
2024
Q1 		$713K Buy
6,138
+48
+0.8% +$5.02K 0.47% 10
2023
Q4 		$609K Buy
6,090
+53
+0.9% +$5.57K 0.44% 22
2023
Q3 		$710K Sell
6,037
-98
-2% -$10.7K 0.54% 22
2023
Q2 		$658K Buy
6,135
+45
+0.7% +$4.91K 0.49% 20
2023
Q1 		$668K Sell
6,090
-459
-7% -$50.8K 0.52% 20
2022
Q4 		$722K Sell
6,549
-42
-0.6% -$4.5K 0.63% 20
2022
Q3 		$575K Buy
6,591
+8
+0.1% +$730 0.49% 22
2022
Q2 		$564K Buy
6,583
+109
+2% +$9.83K 0.46% 17
2022
Q1 		$535K Sell
6,474
-244
-4% -$19K 0.4% 24
2021
Q4 		$411K Sell
6,718
-406
-6% -$25.4K 0.31% 26
2021
Q3 		$419K Buy
7,124
+398
+6% +$22.7K 0.36% 24
2021
Q2 		$424K Buy
6,726
+108
+2% +$6.45K 0.34% 31
2021
Q1 		$369K Buy
+6,618
New +$347K 0.32% 34

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Williams Financial's XOM Position: Q2 2026 in Review

Williams Financial reduced its ExxonMobil (XOM) stake by 28% in Q2 2026, selling an estimated $245K and leaving 4,240 shares worth $580K. The position accounts for 0.3% of the portfolio, ranked #19.

Williams Financial first reported a position in XOM in Q1 2021 and has held it in 20 quarters since. The position peaked at $997K in Q1 2026. 4,236 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Williams Financial held 4,240 shares of ExxonMobil worth $580K as of Q2 2026.
  • Williams Financial sold 1,634 ExxonMobil shares in Q2 2026, an estimated $245K.
  • ExxonMobil made up 0.3% of Williams Financial's portfolio in Q2 2026, its #19 holding.
  • Williams Financial first reported a position in ExxonMobil in Q1 2021 and has held it in 20 quarters since.
  • Williams Financial's ExxonMobil position peaked at $997K in Q1 2026.
  • 4,236 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.