AFAS
XOM icon

Acorn Financial Advisory Services’s ExxonMobil XOM Stock Holding History

Acorn Financial Advisory Services’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
-179,187
Closed -$30.4M – 231
2026
Q1 		$30.4M Buy
179,187
+163,348
+1,031% +$23.8M 4.17% 7
2025
Q4 		$1.91M Buy
15,839
+325
+2% +$37.7K 0.28% 40
2025
Q3 		$1.75M Buy
15,514
+70
+0.5% +$7.78K 0.27% 40
2025
Q2 		$1.66M Sell
15,444
-1,221
-7% -$131K 0.27% 43
2025
Q1 		$1.98M Sell
16,665
-5,872
-26% -$649K 0.36% 35
2024
Q4 		$2.42M Buy
22,537
+54
+0.2% +$6.32K 0.4% 34
2024
Q3 		$2.64M Sell
22,483
-94
-0.4% -$10.9K 0.47% 26
2024
Q2 		$2.6M Buy
22,577
+1,940
+9% +$226K 0.49% 26
2024
Q1 		$2.4M Sell
20,637
-1,516
-7% -$159K 0.45% 29
2023
Q4 		$2.22M Buy
22,153
+118
+0.5% +$12.4K 0.39% 33
2023
Q3 		$2.59M Buy
22,035
+1,294
+6% +$142K 0.46% 29
2023
Q2 		$2.22M Buy
20,741
+1,646
+9% +$180K 0.4% 29
2023
Q1 		$2.09M Sell
19,095
-194
-1% -$21.5K 0.41% 28
2022
Q4 		$2.13M Sell
19,289
-1,258
-6% -$135K 0.45% 24
2022
Q3 		$1.79M Sell
20,547
-1,997
-9% -$182K 0.43% 27
2022
Q2 		$1.93M Sell
22,544
-1,650
-7% -$149K 0.46% 26
2022
Q1 		$2M Sell
24,194
-5,497
-19% -$427K 0.4% 34
2021
Q4 		$1.82M Sell
29,691
-3,271
-10% -$204K 0.36% 45
2021
Q3 		$1.94M Sell
32,962
-4,132
-11% -$235K 0.6% 37
2021
Q2 		$2.34M Sell
37,094
-5,403
-13% -$323K 0.69% 28
2021
Q1 		$2.38M Buy
42,497
+2,143
+5% +$112K 0.87% 20
2020
Q4 		$1.66M Buy
40,354
+7,364
+22% +$276K 0.65% 33
2020
Q3 		$1.13M Sell
32,990
-9,402
-22% -$384K 0.59% 46
2020
Q2 		$1.9M Buy
42,392
+21,525
+103% +$965K 1.32% 12
2020
Q1 		$792K Sell
20,867
-11,513
-36% -$636K 0.78% 37
2019
Q4 		$2.26M Buy
+32,380
New +$2.24M 1.9% 5

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

Acorn Financial Advisory Services's XOM Position: Q2 2026 in Review

Acorn Financial Advisory Services sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 179,187 shares — an estimated $30.4M sold.

Acorn Financial Advisory Services first reported a position in XOM in Q4 2019 and held it in 26 quarters. The position peaked at $30.4M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Acorn Financial Advisory Services reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 179,187 ExxonMobil shares in Q2 2026, an estimated $30.4M.
  • Acorn Financial Advisory Services first reported a position in ExxonMobil in Q4 2019 and held it in 26 quarters.
  • Acorn Financial Advisory Services's ExxonMobil position peaked at $30.4M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.