Advocate Group’s ExxonMobil XOM Stock Holding History

Advocate Group’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	$558K	Sell	4,081 -378	-8%	-$56.6K	0.08%	92
2026 Q1	$757K	Sell	4,459 -1,248	-22%	-$182K	0.12%	88
2025 Q4	$687K	Sell	5,707 -714	-11%	-$82.8K	0.11%	87
2025 Q3	$724K	Sell	6,421 -1,983	-24%	-$220K	0.12%	85
2025 Q2	$906K	Sell	8,404 -5,414	-39%	-$579K	0.16%	81
2025 Q1	$1.64M	Sell	13,818 -8,841	-39%	-$978K	0.3%	71
2024 Q4	$2.44M	Sell	22,659 -9,478	-29%	-$1.11M	0.46%	65
2024 Q3	$3.77M	Buy	32,137 +799	+3%	+$92.3K	0.68%	59
2024 Q2	$3.61M	Buy	+31,338	New	+$3.65M	0.73%	58

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

Advocate Group's XOM Position: Q2 2026 in Review

Advocate Group reduced its ExxonMobil (XOM) stake by 8.5% in Q2 2026, selling an estimated $56.6K and leaving 4,081 shares worth $558K. The position accounts for 0.08% of the portfolio, ranked #92.

Advocate Group first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.77M in Q3 2024. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Advocate Group held 4,081 shares of ExxonMobil worth $558K as of Q2 2026.
Advocate Group sold 378 ExxonMobil shares in Q2 2026, an estimated $56.6K.
ExxonMobil made up 0.08% of Advocate Group's portfolio in Q2 2026, its #92 holding.
Advocate Group first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Advocate Group's ExxonMobil position peaked at $3.77M in Q3 2024.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.