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Advisortrust Partners’s ExxonMobil XOM Stock Holding History

Advisortrust Partners’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 		$577K Buy
4,221
+2,066
+96% +$309K 0.2% 87
2026
Q1 		$366K Buy
2,155
+416
+24% +$60.7K 0.15% 113
2025
Q4 		$209K Buy
+1,739
New +$202K 0.09% 154

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisortrust Partners's XOM Position: Q2 2026 in Review

Advisortrust Partners increased its ExxonMobil (XOM) stake by 96% in Q2 2026, buying an estimated $309K and bringing the position to 4,221 shares worth $577K. The position accounts for 0.2% of the portfolio, ranked #87.

Advisortrust Partners first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Advisortrust Partners held 4,221 shares of ExxonMobil worth $577K as of Q2 2026.
  • Advisortrust Partners bought 2,066 ExxonMobil shares in Q2 2026, an estimated $309K.
  • ExxonMobil made up 0.2% of Advisortrust Partners's portfolio in Q2 2026, its #87 holding.
  • Advisortrust Partners first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.