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Advanced Asset Management Advisors’s ExxonMobil XOM Stock Holding History

Advanced Asset Management 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 		$12.7M Hold
92,614
– – 3.33% 7
2026
Q1 		$15.7M Hold
92,614
– – 4.34% 3
2025
Q4 		$11.1M Hold
92,614
– – 3.04% 6
2025
Q3 		$10.4M Hold
92,614
– – 2.79% 11
2025
Q2 		$9.98M Hold
92,614
– – 2.7% 14
2025
Q1 		$11M Hold
92,614
– – 3.03% 8
2024
Q4 		$9.96M Sell
92,614
-362
-0.4% -$42.3K 2.61% 11
2024
Q3 		$10.7M Hold
92,976
– – 2.86% 9
2024
Q2 		$10.7M Sell
92,976
-94
-0.1% -$10.9K 2.85% 9
2024
Q1 		$10.8M Hold
93,070
– – 2.67% 8
2023
Q4 		$9.31M Sell
93,070
-143
-0.2% -$15K 2.21% 14
2023
Q3 		$11M Hold
93,213
– – 2.63% 7
2023
Q2 		$10M Buy
93,213
+1
+0% +$109 2.32% 13
2023
Q1 		$10.2M Buy
93,212
+1
+0% +$111 2.49% 10
2022
Q4 		$10.3M Buy
93,211
+1
+0% +$107 2.57% 9
2022
Q3 		$8.14M Buy
93,210
+106
+0.1% +$9.68K 2.23% 9
2022
Q2 		$7.97M Sell
93,104
-105
-0.1% -$9.47K 2.04% 14
2022
Q1 		$7.7M Sell
93,209
-454
-0.5% -$35.3K 1.69% 21
2021
Q4 		$5.73M Hold
93,663
– – 1.19% 29
2021
Q3 		$5.51M Sell
93,663
-48
-0.1% -$2.73K 1.18% 28
2021
Q2 		$5.91M Buy
93,711
+2
+0% +$119 1.25% 26
2021
Q1 		$5.23M Buy
93,709
+2
+0% +$105 1.17% 30
2020
Q4 		$3.86M Sell
93,707
-998
-1% -$37.4K 0.9% 39
2020
Q3 		$3.25M Buy
94,705
+1,003
+1% +$41K 0.86% 44
2020
Q2 		$4.19M Buy
93,702
+22,002
+31% +$987K 1.23% 28
2020
Q1 		$2.72M Buy
+71,700
New +$3.96M 0.94% 34
2019
Q4 		– Sell
-44,147
Closed -$3.12M – 132
2019
Q3 		$3.12M Buy
44,147
+182
+0.4% +$13.2K 1% 32
2019
Q2 		$3.37M Sell
43,965
-397
-0.9% -$30.7K 1.17% 22
2019
Q1 		$3.58M Sell
44,362
-1,806
-4% -$138K 1.28% 17
2018
Q4 		$3.15M Buy
46,168
+28,168
+156% +$2.21M 1.01% 19
2018
Q3 		$1.53M Buy
18,000
+13,434
+294% +$1.1M 0.56% 35
2018
Q2 		$378K Buy
4,566
+1
+0% +$80 0.12% 112
2018
Q1 		$341K Buy
4,565
+2
+0% +$160 0.11% 109
2017
Q4 		$382K Buy
+4,563
New +$377K 0.13% 108

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Advanced Asset Management Advisors's XOM Position: Q2 2026 in Review

Advanced Asset Management Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 92,614 shares worth $12.7M. The position accounts for 3.33% of the portfolio, ranked #7.

Advanced Asset Management Advisors first reported a position in XOM in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.7M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Advanced Asset Management Advisors held 92,614 shares of ExxonMobil worth $12.7M as of Q2 2026.
  • Advanced Asset Management Advisors left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 3.33% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #7 holding.
  • Advanced Asset Management Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 34 quarters since.
  • Advanced Asset Management Advisors's ExxonMobil position peaked at $15.7M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.