1620 Investment Advisors’s ExxonMobil XOM Stock Holding History

1620 Investment 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	$644K	Sell	4,713 -739	-14%	-$111K	0.4%	70
2026 Q1	$925K	Hold	5,452	–	–	0.63%	42
2025 Q4	$656K	Hold	5,452	–	–	0.44%	69
2025 Q3	$615K	Sell	5,452 -10	-0.2%	-$1.11K	0.42%	72
2025 Q2	$589K	Sell	5,462 -32	-0.6%	-$3.42K	0.42%	73
2025 Q1	$653K	Sell	5,494 -8	-0.1%	-$885	0.5%	55
2024 Q4	$592K	Sell	5,502 -518	-9%	-$60.6K	0.45%	66
2024 Q3	$706K	Sell	6,020 -2,461	-29%	-$284K	0.51%	50
2024 Q2	$976K	Buy	8,481 +1,122	+15%	+$131K	0.75%	30
2024 Q1	$855K	Sell	7,359 -825	-10%	-$86.3K	0.86%	32
2023 Q4	$818K	Sell	8,184 -831	-9%	-$87.3K	0.89%	30
2023 Q3	$1.06M	Buy	+9,015	New	+$989K	1.2%	23
2023 Q2	–	Sell	-9,454	Closed	-$1.04M	–	153
2023 Q1	$1.04M	Sell	9,454 -316	-3%	-$35K	1.25%	22
2022 Q4	$1.08M	Sell	9,770 -61	-0.6%	-$6.54K	1.31%	17
2022 Q3	$858K	Sell	9,831 -48	-0.5%	-$4.38K	1.27%	23
2022 Q2	$846K	Buy	9,879 +6,480	+191%	+$584K	1.17%	23
2022 Q1	$208K	Hold	3,399	–	–	0.23%	118
2021 Q4	$208K	Buy	+3,399	New	+$212K	0.23%	114

Other funds holding XOM

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

1620 Investment Advisors's XOM Position: Q2 2026 in Review

1620 Investment Advisors reduced its ExxonMobil (XOM) stake by 14% in Q2 2026, selling an estimated $111K and leaving 4,713 shares worth $644K. The position accounts for 0.4% of the portfolio, ranked #70.

1620 Investment Advisors first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2022. 1,726 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

1620 Investment Advisors held 4,713 shares of ExxonMobil worth $644K as of Q2 2026.
1620 Investment Advisors sold 739 ExxonMobil shares in Q2 2026, an estimated $111K.
ExxonMobil made up 0.4% of 1620 Investment Advisors's portfolio in Q2 2026, its #70 holding.
1620 Investment Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
1620 Investment Advisors's ExxonMobil position peaked at $1.08M in Q4 2022.
1,726 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.