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Allen Mooney & Barnes Investment Advisors’s ExxonMobil XOM Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$11.7M Sell
85,466
-43,353
-34% -$6.49M 1.78% 24
2026
Q1 		$21.9M Sell
128,819
-39,029
-23% -$5.7M 3.14% 3
2025
Q4 		$20.2M Buy
167,848
+1,961
+1% +$227K 3.04% 4
2025
Q3 		$18.7M Buy
165,887
+2,568
+2% +$285K 2.91% 5
2025
Q2 		$17.6M Buy
163,319
+2,089
+1% +$223K 2.89% 7
2025
Q1 		$19.2M Buy
161,230
+5,605
+4% +$620K 3.12% 4
2024
Q4 		$16.7M Buy
155,625
+2,885
+2% +$337K 2.82% 7
2024
Q3 		$17.9M Sell
152,740
-2,446
-2% -$282K 3.05% 6
2024
Q2 		$17.9M Buy
155,186
+1,893
+1% +$220K 3.19% 5
2024
Q1 		$18.7M Sell
153,293
-784
-0.5% -$82K 3.58% 4
2023
Q4 		$15.4M Buy
154,077
+2,348
+2% +$247K 2.93% 5
2023
Q3 		$17.8M Buy
151,729
+5,532
+4% +$607K 3.8% 3
2023
Q2 		$15.7M Sell
146,197
-995
-0.7% -$109K 3.47% 5
2023
Q1 		$16.1M Sell
147,192
-41,601
-22% -$4.6M 3.86% 2
2022
Q4 		$20.8M Buy
188,793
+862
+0.5% +$92.4K 5% 1
2022
Q3 		$16.4M Buy
187,931
+3,139
+2% +$287K 4.39% 2
2022
Q2 		$15.8M Buy
184,792
+9,603
+5% +$866K 4.05% 2
2022
Q1 		$14.5M Buy
+175,189
New +$13.6M 3.21% 2

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

Allen Mooney & Barnes Investment Advisors's XOM Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its ExxonMobil (XOM) stake by 34% in Q2 2026, selling an estimated $6.49M and leaving 85,466 shares worth $11.7M. The position accounts for 1.78% of the portfolio, ranked #24.

Allen Mooney & Barnes Investment Advisors first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.9M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 85,466 shares of ExxonMobil worth $11.7M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 43,353 ExxonMobil shares in Q2 2026, an estimated $6.49M.
  • ExxonMobil made up 1.78% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's ExxonMobil position peaked at $21.9M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.