XF
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XML Financial’s ExxonMobil XOM Stock Holding History

XML 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 		$5.73M Sell
41,896
-2,619
-6% -$392K 0.42% 66
2026
Q1 		$7.55M Sell
44,515
-2,562
-5% -$374K 0.61% 49
2025
Q4 		$5.67M Sell
47,077
-2,803
-6% -$325K 0.46% 59
2025
Q3 		$5.62M Sell
49,880
-1,112
-2% -$124K 0.46% 58
2025
Q2 		$5.5M Buy
50,992
+1,026
+2% +$110K 0.48% 60
2025
Q1 		$5.94M Buy
49,966
+1,682
+3% +$186K 0.55% 54
2024
Q4 		$5.19M Buy
48,284
+592
+1% +$69.2K 0.48% 59
2024
Q3 		$5.59M Buy
47,692
+454
+1% +$52.4K 0.52% 56
2024
Q2 		$5.44M Buy
47,238
+4,112
+10% +$479K 0.55% 52
2024
Q1 		$5.01M Sell
43,126
-4,351
-9% -$455K 0.51% 59
2023
Q4 		$4.75M Buy
47,477
+5,359
+13% +$563K 0.5% 60
2023
Q3 		$4.95M Buy
42,118
+149
+0.4% +$16.3K 0.59% 55
2023
Q2 		$4.5M Sell
41,969
-1,536
-4% -$168K 0.52% 55
2023
Q1 		$4.77M Buy
43,505
+418
+1% +$46.2K 0.58% 52
2022
Q4 		$4.75M Sell
43,087
-7,921
-16% -$849K 0.6% 53
2022
Q3 		$4.45M Buy
51,008
+29,498
+137% +$2.69M 0.62% 53
2022
Q2 		$1.84M Sell
21,510
-27,309
-56% -$2.46M 0.42% 54
2022
Q1 		$4.03M Sell
48,819
-969
-2% -$75.3K 0.48% 67
2021
Q4 		$3.05M Sell
49,788
-1,300
-3% -$81.2K 0.37% 78
2021
Q3 		$3M Buy
51,088
+28,004
+121% +$1.6M 0.4% 75
2021
Q2 		$1.46M Sell
23,084
-587
-2% -$35K 0.32% 65
2021
Q1 		$1.32M Buy
23,671
+2,717
+13% +$142K 0.32% 68
2020
Q4 		$864K Sell
20,954
-4,452
-18% -$167K 0.22% 89
2020
Q3 		$872K Sell
25,406
-3,461
-12% -$141K 0.27% 81
2020
Q2 		$1.29M Sell
28,867
-1,653
-5% -$74.1K 0.45% 55
2020
Q1 		$1.16M Buy
30,520
+3,179
+12% +$176K 0.5% 52
2019
Q4 		$1.91M Buy
+27,341
New +$1.89M 0.69% 35

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

XML Financial's XOM Position: Q2 2026 in Review

XML Financial reduced its ExxonMobil (XOM) stake by 5.9% in Q2 2026, selling an estimated $392K and leaving 41,896 shares worth $5.73M. The position accounts for 0.42% of the portfolio, ranked #66.

XML Financial first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.55M in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • XML Financial held 41,896 shares of ExxonMobil worth $5.73M as of Q2 2026.
  • XML Financial sold 2,619 ExxonMobil shares in Q2 2026, an estimated $392K.
  • ExxonMobil made up 0.42% of XML Financial's portfolio in Q2 2026, its #66 holding.
  • XML Financial first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's ExxonMobil position peaked at $7.55M in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.