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Alliance Wealth Advisors (Pennsylvania)’s ExxonMobil XOM Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$1.76M Sell
12,900
-257
-2% -$38.5K 0.57% 26
2026
Q1 		$2.23M Sell
13,157
-455
-3% -$66.4K 0.98% 18
2025
Q4 		$1.64M Buy
13,612
+63
+0.5% +$7.31K 0.71% 23
2025
Q3 		$1.53M Buy
13,549
+358
+3% +$39.8K 0.69% 24
2025
Q2 		$1.42M Buy
13,191
+271
+2% +$29K 0.73% 23
2025
Q1 		$1.54M Buy
12,920
+544
+4% +$60.2K 0.87% 20
2024
Q4 		$1.33M Sell
12,376
-44
-0.4% -$5.15K 0.74% 28
2024
Q3 		$1.46M Buy
12,420
+113
+0.9% +$13K 0.83% 22
2024
Q2 		$1.42M Buy
12,307
+67
+0.5% +$7.8K 0.89% 21
2024
Q1 		$1.42M Sell
12,240
-356
-3% -$37.2K 0.9% 23
2023
Q4 		$1.26M Sell
12,596
-626
-5% -$65.8K 0.83% 27
2023
Q3 		$1.55M Sell
13,222
-2
-0% -$219 1.12% 22
2023
Q2 		$1.42M Sell
13,224
-823
-6% -$89.8K 1.01% 26
2023
Q1 		$1.54M Sell
14,047
-171
-1% -$18.9K 1.16% 22
2022
Q4 		$1.57M Sell
14,218
-965
-6% -$103K 1.31% 21
2022
Q3 		$1.33M Buy
15,183
+171
+1% +$15.6K 1.23% 20
2022
Q2 		$1.29M Sell
15,012
-6,862
-31% -$619K 1.11% 21
2022
Q1 		$1.81M Buy
21,874
+94
+0.4% +$7.31K 1.5% 20
2021
Q4 		$1.33M Buy
21,780
+818
+4% +$51.1K 1.09% 25
2021
Q3 		$1.23M Buy
20,962
+520
+3% +$29.6K 1.09% 26
2021
Q2 		$1.29M Buy
20,442
+4
+0% +$239 1.16% 23
2021
Q1 		$1.14M Sell
20,438
-359
-2% -$18.8K 1.13% 25
2020
Q4 		$857K Buy
+20,797
New +$780K 0.9% 32

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s XOM Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its ExxonMobil (XOM) stake by 2% in Q2 2026, selling an estimated $38.5K and leaving 12,900 shares worth $1.76M. The position accounts for 0.57% of the portfolio, ranked #26.

Alliance Wealth Advisors (Pennsylvania) first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.23M in Q1 2026. 724 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 12,900 shares of ExxonMobil worth $1.76M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 257 ExxonMobil shares in Q2 2026, an estimated $38.5K.
  • ExxonMobil made up 0.57% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #26 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s ExxonMobil position peaked at $2.23M in Q1 2026.
  • 724 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.