Addison Advisors’s ExxonMobil XOM Stock Holding History

Addison 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	$799K	Sell	5,847 -15,169	-72%	-$2.27M	0.38%	53
2026 Q1	$3.57M	Sell	21,016 -148	-0.7%	-$21.6K	0.79%	32
2025 Q4	$2.55M	Sell	21,164 -150	-0.7%	-$17.4K	0.57%	46
2025 Q3	$2.4M	Sell	21,314 -514	-2%	-$57.1K	0.56%	45
2025 Q2	$2.35M	Buy	21,828 +1,538	+8%	+$164K	0.59%	43
2025 Q1	$2.41M	Sell	20,290 -407	-2%	-$45K	0.66%	38
2024 Q4	$2.23M	Sell	20,697 -872	-4%	-$102K	0.62%	38
2024 Q3	$2.53M	Sell	21,569 -44	-0.2%	-$5.08K	0.7%	35
2024 Q2	$2.49M	Buy	21,613 +199	+0.9%	+$23.2K	0.8%	33
2024 Q1	$2.49M	Sell	21,414 -215	-1%	-$22.5K	0.86%	31
2023 Q4	$2.16M	Buy	21,629 +1,466	+7%	+$154K	0.84%	30
2023 Q3	$2.37M	Sell	20,163 -119	-0.6%	-$13.1K	1.1%	21
2023 Q2	$2.18M	Sell	20,282 -60	-0.3%	-$6.55K	1.07%	21
2023 Q1	$2.23M	Sell	20,342 -512	-2%	-$56.6K	1.25%	19
2022 Q4	$2.3M	Sell	20,854 -473	-2%	-$50.7K	1.38%	17
2022 Q3	$1.86M	Sell	21,327 -166	-0.8%	-$15.2K	1.15%	23
2022 Q2	$1.84M	Buy	21,493 +235	+1%	+$21.2K	1.12%	26
2022 Q1	$1.76M	Buy	21,258 +1,688	+9%	+$131K	0.96%	26
2021 Q4	$1.2M	Buy	19,570 +2,239	+13%	+$140K	0.74%	32
2021 Q3	$1.02M	Hold	17,331	–	–	0.82%	29
2021 Q2	$1.09M	Buy	+17,331	New	+$1.03M	0.88%	29
2020 Q4	$729K	Buy	+17,686	New	+$663K	0.7%	31

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Addison Advisors's XOM Position: Q2 2026 in Review

Addison Advisors reduced its ExxonMobil (XOM) stake by 72% in Q2 2026, selling an estimated $2.27M and leaving 5,847 shares worth $799K. The position accounts for 0.38% of the portfolio, ranked #53.

Addison Advisors first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.57M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Addison Advisors held 5,847 shares of ExxonMobil worth $799K as of Q2 2026.
Addison Advisors sold 15,169 ExxonMobil shares in Q2 2026, an estimated $2.27M.
ExxonMobil made up 0.38% of Addison Advisors's portfolio in Q2 2026, its #53 holding.
Addison Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
Addison Advisors's ExxonMobil position peaked at $3.57M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.