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Worthington Financial Partners’s ExxonMobil XOM Stock Holding History

Worthington Financial Partners’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 		$2.62M Sell
19,182
-1,244
-6% -$186K 2.17% 7
2026
Q1 		$3.47M Sell
20,426
-2,530
-11% -$369K 2.98% 4
2025
Q4 		$2.76M Buy
+22,956
New +$2.66M 2.45% 8

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

Worthington Financial Partners's XOM Position: Q2 2026 in Review

Worthington Financial Partners reduced its ExxonMobil (XOM) stake by 6.1% in Q2 2026, selling an estimated $186K and leaving 19,182 shares worth $2.62M. The position accounts for 2.17% of the portfolio, ranked #7.

Worthington Financial Partners first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.47M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Worthington Financial Partners held 19,182 shares of ExxonMobil worth $2.62M as of Q2 2026.
  • Worthington Financial Partners sold 1,244 ExxonMobil shares in Q2 2026, an estimated $186K.
  • ExxonMobil made up 2.17% of Worthington Financial Partners's portfolio in Q2 2026, its #7 holding.
  • Worthington Financial Partners first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Worthington Financial Partners's ExxonMobil position peaked at $3.47M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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