Yarger Wealth Strategies’s ExxonMobil XOM Stock Holding History

Yarger Wealth Strategies’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	$796K	Buy	5,732 +390	+7%	+$58.4K	0.29%	65
2026 Q1	$906K	Buy	5,342 +939	+21%	+$137K	0.36%	52
2025 Q4	$530K	Buy	4,403 +342	+8%	+$39.7K	0.23%	68
2025 Q3	$458K	Buy	4,061 +212	+6%	+$23.6K	0.21%	70
2025 Q2	$415K	Buy	3,849 +145	+4%	+$15.5K	0.22%	68
2025 Q1	$441K	Buy	3,704 +962	+35%	+$106K	0.26%	57
2024 Q4	$295K	Buy	2,742 +722	+36%	+$84.5K	0.17%	71
2024 Q3	$237K	Buy	+2,020	New	+$233K	0.13%	85

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Yarger Wealth Strategies's XOM Position: Q2 2026 in Review

Yarger Wealth Strategies increased its ExxonMobil (XOM) stake by 7.3% in Q2 2026, buying an estimated $58.4K and bringing the position to 5,732 shares worth $796K. The position accounts for 0.29% of the portfolio, ranked #65.

Yarger Wealth Strategies first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $906K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Yarger Wealth Strategies held 5,732 shares of ExxonMobil worth $796K as of Q2 2026.
Yarger Wealth Strategies bought 390 ExxonMobil shares in Q2 2026, an estimated $58.4K.
ExxonMobil made up 0.29% of Yarger Wealth Strategies's portfolio in Q2 2026, its #65 holding.
Yarger Wealth Strategies first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
Yarger Wealth Strategies's ExxonMobil position peaked at $906K in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.