ZF
XOM icon

Zhang Financial’s ExxonMobil XOM Stock Holding History

Zhang 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 		$5.65M Buy
41,325
+4,948
+14% +$741K 0.17% 74
2026
Q1 		$6.17M Buy
36,377
+769
+2% +$112K 0.21% 65
2025
Q4 		$4.28M Buy
35,608
+3,797
+12% +$440K 0.16% 79
2025
Q3 		$3.59M Buy
31,811
+4,224
+15% +$470K 0.15% 80
2025
Q2 		$2.97M Buy
27,587
+563
+2% +$60.2K 0.14% 85
2025
Q1 		$3.21M Buy
27,024
+13,204
+96% +$1.46M 0.17% 73
2024
Q4 		$1.49M Buy
13,820
+819
+6% +$95.8K 0.09% 122
2024
Q3 		$1.52M Buy
13,001
+296
+2% +$34.2K 0.1% 112
2024
Q2 		$1.46M Sell
12,705
-74
-0.6% -$8.62K 0.1% 109
2024
Q1 		$1.49M Buy
12,779
+2,407
+23% +$252K 0.11% 106
2023
Q4 		$1.04M Buy
10,372
+1,087
+12% +$114K 0.09% 128
2023
Q3 		$1.09M Sell
9,285
-172
-2% -$18.9K 0.11% 107
2023
Q2 		$1.01M Sell
9,457
-730
-7% -$79.6K 0.1% 109
2023
Q1 		$1.12M Sell
10,187
-1,945
-16% -$215K 0.13% 100
2022
Q4 		$1.34M Buy
12,132
+1,895
+19% +$203K 0.17% 76
2022
Q3 		$894K Sell
10,237
-48
-0.5% -$4.38K 0.13% 85
2022
Q2 		$881K Buy
10,285
+650
+7% +$58.6K 0.14% 89
2022
Q1 		$796K Buy
9,635
+1,539
+19% +$120K 0.13% 97
2021
Q4 		$495K Buy
8,096
+28
+0.3% +$1.75K 0.09% 123
2021
Q3 		$475K Buy
8,068
+394
+5% +$22.5K 0.11% 99
2021
Q2 		$484K Sell
7,674
-226
-3% -$13.5K 0.12% 80
2021
Q1 		$441K Sell
7,900
-1,454
-16% -$76.2K 0.12% 78
2020
Q4 		$386K Buy
9,354
+2,713
+41% +$102K 0.12% 73
2020
Q3 		$228K Sell
6,641
-1,940
-23% -$79.3K 0.08% 90
2020
Q2 		$384K Buy
8,581
+167
+2% +$7.49K 0.15% 64
2020
Q1 		$319K Sell
8,414
-267
-3% -$14.7K 0.14% 68
2019
Q4 		$606K Buy
8,681
+493
+6% +$34.1K 0.23% 53
2019
Q3 		$578K Sell
8,188
-300
-4% -$21.7K 0.24% 47
2019
Q2 		$650K Buy
8,488
+813
+11% +$62.9K 0.27% 47
2019
Q1 		$620K Sell
7,675
-1,926
-20% -$147K 0.27% 46
2018
Q4 		$655K Buy
9,601
+133
+1% +$10.4K 0.32% 38
2018
Q3 		$812K Buy
9,468
+4
+0% +$327 0.39% 33
2018
Q2 		$774K Buy
9,464
+3
+0% +$239 0.39% 35
2018
Q1 		$693K Sell
9,461
-90
-0.9% -$7.19K 0.36% 35
2017
Q4 		$832K Sell
9,551
-1,437
-13% -$119K 0.41% 35
2017
Q3 		$901K Buy
10,988
+3
+0% +$238 0.46% 31
2017
Q2 		$881K Buy
10,985
+1,434
+15% +$117K 0.47% 32
2017
Q1 		$832K Sell
9,551
-2,000
-17% -$167K 0.41% 35
2016
Q4 		$992K Buy
11,551
+219
+2% +$19.1K 0.54% 28
2016
Q3 		$989K Sell
11,332
-123
-1% -$10.9K 0.54% 31
2016
Q2 		$1.07M Sell
11,455
-320
-3% -$28.3K 0.59% 29
2016
Q1 		$984K Sell
11,775
-437
-4% -$35K 0.56% 29
2015
Q4 		$952K Buy
12,212
+14
+0.1% +$1.12K 0.57% 30
2015
Q3 		$907K Buy
12,198
+503
+4% +$38.8K 0.58% 29
2015
Q2 		$973K Buy
11,695
+816
+8% +$70.2K 0.63% 25
2015
Q1 		$925K Buy
10,879
+432
+4% +$38.3K 0.58% 29
2014
Q4 		$966K Buy
10,447
+1,528
+17% +$142K 0.63% 26
2014
Q3 		$839K Buy
8,919
+2,954
+50% +$294K 0.57% 30
2014
Q2 		$601K Buy
5,965
+72
+1% +$7.26K 0.4% 35
2014
Q1 		$576K Buy
5,893
+4
+0.1% +$381 0.41% 34
2013
Q4 		$596K Buy
5,889
+4
+0.1% +$370 0.45% 33
2013
Q3 		$506K Buy
5,885
+633
+12% +$57.1K 0.41% 33
2013
Q2 		$475K Buy
+5,252
New +$473K 0.41% 33

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Zhang Financial's XOM Position: Q2 2026 in Review

Zhang Financial increased its ExxonMobil (XOM) stake by 14% in Q2 2026, buying an estimated $741K and bringing the position to 41,325 shares worth $5.65M. The position accounts for 0.17% of the portfolio, ranked #74.

Zhang Financial first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.17M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Zhang Financial held 41,325 shares of ExxonMobil worth $5.65M as of Q2 2026.
  • Zhang Financial bought 4,948 ExxonMobil shares in Q2 2026, an estimated $741K.
  • ExxonMobil made up 0.17% of Zhang Financial's portfolio in Q2 2026, its #74 holding.
  • Zhang Financial first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Zhang Financial's ExxonMobil position peaked at $6.17M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.