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Advisornet Financial’s ExxonMobil XOM Stock Holding History

Advisornet Financial’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
2022
Q4 		– Sell
-200
Closed -$17K – 2502
2022
Q3 		$17K Sell
200
-800
-80% -$73K ﹤0.01% 1182
2022
Q2 		$86K Buy
+1,000
New +$90.2K 0.01% 714

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

Advisornet Financial's XOM Position: Q2 2026 in Review

Advisornet Financial reduced its ExxonMobil (XOM) stake by 0.92% in Q2 2026, selling an estimated $71.2K and leaving 51,178 shares worth $7M. The position accounts for 0.32% of the portfolio, ranked #70.

Advisornet Financial first reported a position in XOM in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.6M in Q3 2024. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Advisornet Financial held 51,178 shares of ExxonMobil worth $7M as of Q2 2026.
  • Advisornet Financial sold 476 ExxonMobil shares in Q2 2026, an estimated $71.2K.
  • ExxonMobil made up 0.32% of Advisornet Financial's portfolio in Q2 2026, its #70 holding.
  • Advisornet Financial first reported a position in ExxonMobil in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's ExxonMobil position peaked at $10.6M in Q3 2024.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.