Woodward Financial Advisors’s ExxonMobil XOM Stock Holding History

Woodward Financial Advisors’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	$289K	Sell	2,117 -47	-2%	-$7.03K	0.1%	55
2026 Q1	$371K	Hold	2,164	–	–	0.14%	42
2025 Q4	$260K	Hold	2,164	–	–	0.1%	50
2025 Q3	$244K	Sell	2,164 -1,525	-41%	-$170K	0.09%	53
2025 Q2	$398K	Hold	3,689	–	–	0.16%	43
2025 Q1	$439K	Hold	3,689	–	–	0.21%	38
2024 Q4	$397K	Sell	3,689 -13	-0.4%	-$1.52K	0.2%	39
2024 Q3	$434K	Sell	3,702 -204	-5%	-$23.6K	0.22%	39
2024 Q2	$449K	Buy	3,906 +46	+1%	+$5.36K	0.26%	38
2024 Q1	$452K	Hold	3,860	–	–	0.27%	35
2023 Q4	$386K	Buy	3,860 +124	+3%	+$13K	0.25%	38
2023 Q3	$439K	Hold	3,736	–	–	0.32%	32
2023 Q2	$401K	Buy	3,736 +420	+13%	+$45.8K	0.3%	35
2023 Q1	$364K	Hold	3,316	–	–	0.3%	36
2022 Q4	$366K	Hold	3,316	–	–	0.31%	36
2022 Q3	$290K	Hold	3,316	–	–	0.27%	37
2022 Q2	$284K	Buy	3,316 +95	+3%	+$8.57K	0.26%	36
2022 Q1	$266K	Buy	+3,221	New	+$250K	0.27%	33

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

Woodward Financial Advisors's XOM Position: Q2 2026 in Review

Woodward Financial Advisors reduced its ExxonMobil (XOM) stake by 2.2% in Q2 2026, selling an estimated $7.03K and leaving 2,117 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #55.

Woodward Financial Advisors first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $452K in Q1 2024. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Woodward Financial Advisors held 2,117 shares of ExxonMobil worth $289K as of Q2 2026.
Woodward Financial Advisors sold 47 ExxonMobil shares in Q2 2026, an estimated $7.03K.
ExxonMobil made up 0.1% of Woodward Financial Advisors's portfolio in Q2 2026, its #55 holding.
Woodward Financial Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
Woodward Financial Advisors's ExxonMobil position peaked at $452K in Q1 2024.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.