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Advantage Trust Company’s ExxonMobil XOM Stock Holding History

Advantage Trust Company’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 		$294K Buy
2,150
+1,750
+438% +$262K 0.1% 51
2026
Q1 		$67.9K Hold
400
– – 0.03% 70
2025
Q4 		$48.1K Sell
400
-1,750
-81% -$203K 0.02% 77
2025
Q3 		$242K Sell
2,150
-400
-16% -$44.5K 0.11% 57
2025
Q2 		$275K Buy
2,550
+1,750
+219% +$187K 0.14% 54
2025
Q1 		$95.1K Hold
800
– – 0.06% 68
2024
Q4 		$86.1K Hold
800
– – 0.05% 79
2024
Q3 		$93.8K Buy
800
+200
+33% +$23.1K 0.06% 73
2024
Q2 		$69.1K Sell
600
-800
-57% -$93.2K 0.05% 95
2024
Q1 		$163K Hold
1,400
– – 0.12% 50
2023
Q4 		$140K Buy
+1,400
New +$147K 0.11% 55

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Advantage Trust Company's XOM Position: Q2 2026 in Review

Advantage Trust Company increased its ExxonMobil (XOM) stake by 438% in Q2 2026, buying an estimated $262K and bringing the position to 2,150 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #51.

Advantage Trust Company first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. 1,470 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Advantage Trust Company held 2,150 shares of ExxonMobil worth $294K as of Q2 2026.
  • Advantage Trust Company bought 1,750 ExxonMobil shares in Q2 2026, an estimated $262K.
  • ExxonMobil made up 0.1% of Advantage Trust Company's portfolio in Q2 2026, its #51 holding.
  • Advantage Trust Company first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • 1,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.