Wood Tarver Financial Group’s ExxonMobil XOM Stock Holding History

Wood Tarver Financial Group’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	$714K	Buy	5,225 +83	+2%	+$12.4K	0.17%	82
2026 Q1	$872K	Buy	5,142 +36	+0.7%	+$5.25K	0.24%	62
2025 Q4	$614K	Buy	5,106 +63	+1%	+$7.31K	0.17%	81
2025 Q3	$568K	Sell	5,043 -12	-0.2%	-$1.33K	0.17%	79
2025 Q2	$544K	Sell	5,055 -51	-1%	-$5.45K	0.16%	77
2025 Q1	$607K	Sell	5,106 -10	-0.2%	-$1.11K	0.2%	68
2024 Q4	$550K	Buy	+5,116	New	+$598K	0.18%	72

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wood Tarver Financial Group's XOM Position: Q2 2026 in Review

Wood Tarver Financial Group increased its ExxonMobil (XOM) stake by 1.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 5,225 shares worth $714K. The position accounts for 0.17% of the portfolio, ranked #82.

Wood Tarver Financial Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $872K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Wood Tarver Financial Group held 5,225 shares of ExxonMobil worth $714K as of Q2 2026.
Wood Tarver Financial Group bought 83 ExxonMobil shares in Q2 2026, an estimated $12.4K.
ExxonMobil made up 0.17% of Wood Tarver Financial Group's portfolio in Q2 2026, its #82 holding.
Wood Tarver Financial Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's ExxonMobil position peaked at $872K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.