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AA Financial Advisors’s ExxonMobil XOM Stock Holding History

AA Financial 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 		– Sell
-4,084
Closed -$693K – 242
2026
Q1 		$693K Buy
4,084
+241
+6% +$35.2K 0.1% 129
2025
Q4 		$463K Buy
3,843
+753
+24% +$87.3K 0.09% 133
2025
Q3 		$348K Sell
3,090
-723
-19% -$80.4K 0.07% 144
2025
Q2 		$411K Buy
3,813
+428
+13% +$45.8K 0.09% 123
2025
Q1 		$403K Buy
3,385
+777
+30% +$85.9K 0.1% 114
2024
Q4 		$281K Buy
2,608
+4
+0.2% +$468 0.07% 136
2024
Q3 		$305K Sell
2,604
-956
-27% -$110K 0.09% 134
2024
Q2 		$410K Buy
+3,560
New +$415K 0.14% 108

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

AA Financial Advisors's XOM Position: Q2 2026 in Review

AA Financial Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,084 shares — an estimated $693K sold.

AA Financial Advisors first reported a position in XOM in Q2 2024 and held it in 8 quarters. The position peaked at $693K in Q1 2026. 2,134 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • AA Financial Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • AA Financial Advisors sold 4,084 ExxonMobil shares in Q2 2026, an estimated $693K.
  • AA Financial Advisors first reported a position in ExxonMobil in Q2 2024 and held it in 8 quarters.
  • AA Financial Advisors's ExxonMobil position peaked at $693K in Q1 2026.
  • 2,134 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.