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AdviceOne Advisory Services’s ExxonMobil XOM Stock Holding History

AdviceOne 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 		$813K Sell
5,949
-83
-1% -$12.4K 0.46% 13
2026
Q1 		$1.02M Buy
6,032
+61
+1% +$8.9K 0.62% 8
2025
Q4 		$719K Sell
5,971
-23
-0.4% -$2.67K 0.42% 13
2025
Q3 		$676K Buy
5,994
+8
+0.1% +$889 0.45% 11
2025
Q2 		$645K Buy
5,986
+319
+6% +$34.1K 0.48% 10
2025
Q1 		$674K Buy
5,667
+155
+3% +$17.1K 0.55% 8
2024
Q4 		$593K Buy
+5,512
New +$645K 0.53% 10

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

AdviceOne Advisory Services's XOM Position: Q2 2026 in Review

AdviceOne Advisory Services reduced its ExxonMobil (XOM) stake by 1.4% in Q2 2026, selling an estimated $12.4K and leaving 5,949 shares worth $813K. The position accounts for 0.46% of the portfolio, ranked #13.

AdviceOne Advisory Services first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • AdviceOne Advisory Services held 5,949 shares of ExxonMobil worth $813K as of Q2 2026.
  • AdviceOne Advisory Services sold 83 ExxonMobil shares in Q2 2026, an estimated $12.4K.
  • ExxonMobil made up 0.46% of AdviceOne Advisory Services's portfolio in Q2 2026, its #13 holding.
  • AdviceOne Advisory Services first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • AdviceOne Advisory Services's ExxonMobil position peaked at $1.02M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.