Advocacy Wealth Management Services’s ExxonMobil XOM Stock Holding History

Advocacy Wealth Management 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	$518K	Buy	3,787 +719	+23%	+$108K	0.02%	129
2026 Q1	$520K	Sell	3,068 -1,000	-25%	-$146K	0.02%	123
2025 Q4	$490K	Buy	4,068 +81	+2%	+$9.39K	0.02%	125
2025 Q3	$450K	Sell	3,987 -290	-7%	-$32.2K	0.02%	124
2025 Q2	$461K	Buy	+4,277	New	+$457K	0.03%	56
2025 Q1	–	Sell	-3,989	Closed	-$429K	–	61
2024 Q4	$429K	Buy	+3,989	New	+$467K	0.03%	45
2022 Q4	–	Sell	-22	Closed	-$2K	–	146
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	119
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	127
2022 Q1	$2K	Sell	22 -260	-92%	-$20.2K	﹤0.01%	158
2021 Q4	$17K	Hold	282	–	–	﹤0.01%	106
2021 Q3	$17K	Buy	282 +270	+2,250%	+$15.4K	﹤0.01%	103
2021 Q2	$1K	Buy	+12	New	+$716	﹤0.01%	188
2020 Q4	–	Sell	-234	Closed	-$8K	–	150
2020 Q3	$8K	Hold	234	–	–	﹤0.01%	119
2020 Q2	$10K	Buy	+234	New	+$10.5K	﹤0.01%	113
2019 Q1	–	Sell	-100	Closed	-$7K	–	176
2018 Q4	$7K	Hold	100	–	–	0.01%	132
2018 Q3	$9K	Hold	100	–	–	0.01%	138
2018 Q2	$8K	Hold	100	–	–	0.01%	145
2018 Q1	$7K	Sell	100 -50	-33%	-$4K	﹤0.01%	168
2017 Q4	$13K	Hold	150	–	–	0.01%	141
2017 Q3	$12K	Sell	150 -100	-40%	-$7.94K	﹤0.01%	180
2017 Q2	$20K	Hold	250	–	–	0.01%	135
2017 Q1	$21K	Sell	250 -57	-19%	-$4.76K	0.01%	152
2016 Q4	$28K	Sell	307 -406	-57%	-$35.5K	0.01%	115
2016 Q3	$62K	Sell	713 -181	-20%	-$16.1K	0.02%	99
2016 Q2	$84K	Sell	894 -240	-21%	-$21.2K	0.04%	107
2016 Q1	$95K	Sell	1,134 -203	-15%	-$16.3K	0.07%	132
2015 Q4	$104K	Buy	+1,337	New	+$107K	0.12%	120
2013 Q3	$224K	Buy	2,420 +2,370	+4,740%	+$214K	0.61%	32
2013 Q2	$5K	Buy	+50	New	+$4.5K	0.02%	214

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Advocacy Wealth Management Services's XOM Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its ExxonMobil (XOM) stake by 23% in Q2 2026, buying an estimated $108K and bringing the position to 3,787 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #129.

Advocacy Wealth Management Services first reported a position in XOM in Q2 2013 and has held it in 29 quarters since. The position peaked at $520K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Advocacy Wealth Management Services held 3,787 shares of ExxonMobil worth $518K as of Q2 2026.
Advocacy Wealth Management Services bought 719 ExxonMobil shares in Q2 2026, an estimated $108K.
ExxonMobil made up 0.02% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #129 holding.
Advocacy Wealth Management Services first reported a position in ExxonMobil in Q2 2013 and has held it in 29 quarters since.
Advocacy Wealth Management Services's ExxonMobil position peaked at $520K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.