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

Alliance Wealth Advisors (Utah)’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 		$1.49M Sell
10,862
-3,569
-25% -$534K 0.28% 46
2026
Q1 		$2.45M Sell
14,431
-6,780
-32% -$989K 0.53% 32
2025
Q4 		$2.55M Sell
21,211
-9,622
-31% -$1.12M 0.55% 51
2025
Q3 		$3.48M Sell
30,833
-405
-1% -$45K 0.82% 38
2025
Q2 		$3.37M Buy
31,238
+910
+3% +$97.3K 0.81% 42
2025
Q1 		$3.61M Buy
30,328
+318
+1% +$35.2K 0.94% 33
2024
Q4 		$3.23M Buy
30,010
+424
+1% +$49.6K 0.83% 37
2024
Q3 		$3.47M Buy
29,586
+1,603
+6% +$185K 0.91% 37
2024
Q2 		$3.22M Buy
27,983
+1,081
+4% +$126K 0.95% 33
2024
Q1 		$3.13M Buy
26,902
+2,133
+9% +$223K 0.93% 31
2023
Q4 		$2.48M Buy
24,769
+154
+0.6% +$16.2K 0.83% 38
2023
Q3 		$2.89M Buy
24,615
+1,160
+5% +$127K 1.07% 24
2023
Q2 		$2.52M Buy
23,455
+798
+4% +$87.1K 0.93% 30
2023
Q1 		$2.48M Buy
22,657
+356
+2% +$39.4K 1% 25
2022
Q4 		$2.46M Buy
+22,301
New +$2.39M 1.1% 23

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

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

Alliance Wealth Advisors (Utah) reduced its ExxonMobil (XOM) stake by 25% in Q2 2026, selling an estimated $534K and leaving 10,862 shares worth $1.49M. The position accounts for 0.28% of the portfolio, ranked #46.

Alliance Wealth Advisors (Utah) first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.61M in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 10,862 shares of ExxonMobil worth $1.49M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 3,569 ExxonMobil shares in Q2 2026, an estimated $534K.
  • ExxonMobil made up 0.28% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #46 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s ExxonMobil position peaked at $3.61M in Q1 2025.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.