Allied Investment Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.5M | Buy |
128,268
+1,860
| +1% | +$278K | 2.2% | 15 |
|
|
2026
Q1 | $21.4M | Buy |
126,408
+217
| +0.2% | +$31.7K | 3.08% | 5 |
|
|
2025
Q4 | $15.2M | Buy |
126,191
+3,205
| +3% | +$372K | 2.35% | 13 |
|
|
2025
Q3 | $13.9M | Buy |
122,986
+4,891
| +4% | +$544K | 2.21% | 14 |
|
|
2025
Q2 | $12.7M | Buy |
118,095
+2,772
| +2% | +$296K | 2.23% | 16 |
|
|
2025
Q1 | $13.7M | Buy |
115,323
+6,879
| +6% | +$761K | 2.6% | 9 |
|
|
2024
Q4 | $11.7M | Buy |
108,444
+1,812
| +2% | +$212K | 2.35% | 15 |
|
|
2024
Q3 | $12.5M | Buy |
106,632
+1,324
| +1% | +$153K | 2.48% | 10 |
|
|
2024
Q2 | $12.1M | Buy |
105,308
+32
| +0% | +$3.73K | 2.84% | 9 |
|
|
2024
Q1 | $12.2M | Buy |
105,276
+3,969
| +4% | +$415K | 2.95% | 8 |
|
|
2023
Q4 | $10.1M | Sell |
101,307
-81
| -0.1% | -$8.51K | 2.76% | 10 |
|
|
2023
Q3 | $11.9M | Buy |
101,388
+533
| +0.5% | +$58.5K | 3.57% | 6 |
|
|
2023
Q2 | $10.8M | Buy |
100,855
+305
| +0.3% | +$33.3K | 3.13% | 6 |
|
|
2023
Q1 | $11M | Sell |
100,550
-4,317
| -4% | -$478K | 3.42% | 4 |
|
|
2022
Q4 | $11.6M | Sell |
104,867
-14,021
| -12% | -$1.5M | 3.62% | 4 |
|
|
2022
Q3 | $10.4M | Buy |
118,888
+335
| +0.3% | +$30.6K | 3.87% | 4 |
|
|
2022
Q2 | $10.2M | Sell |
118,553
-2,941
| -2% | -$265K | 3.64% | 4 |
|
|
2022
Q1 | $10M | Buy |
121,494
+618
| +0.5% | +$48K | 3.27% | 5 |
|
|
2021
Q4 | $7.4M | Buy |
120,876
+3,380
| +3% | +$211K | 2.53% | 16 |
|
|
2021
Q3 | $6.91M | Buy |
117,496
+1,235
| +1% | +$70.4K | 2.61% | 17 |
|
|
2021
Q2 | $7.33M | Buy |
116,261
+5,043
| +5% | +$301K | 2.76% | 13 |
|
|
2021
Q1 | $6.21M | Buy |
111,218
+4,708
| +4% | +$247K | 2.66% | 18 |
|
|
2020
Q4 | $4.39M | Buy |
106,510
+531
| +0.5% | +$19.9K | 2.11% | 29 |
|
|
2020
Q3 | $3.64M | Buy |
105,979
+45
| +0% | +$1.84K | 1.96% | 27 |
|
|
2020
Q2 | $4.74M | Buy |
105,934
+14,571
| +16% | +$654K | 2.73% | 16 |
|
|
2020
Q1 | $3.47M | Buy |
91,363
+29,175
| +47% | +$1.61M | 2.51% | 21 |
|
|
2019
Q4 | $4.34M | Buy |
62,188
+2,835
| +5% | +$196K | 2.56% | 23 |
|
|
2019
Q3 | $4.19M | Buy |
59,353
+1,895
| +3% | +$137K | 2.7% | 21 |
|
|
2019
Q2 | $4.4M | Buy |
57,458
+2,974
| +5% | +$230K | 2.95% | 15 |
|
|
2019
Q1 | $4.4M | Buy |
54,484
+3,325
| +6% | +$254K | 3.05% | 14 |
|
|
2018
Q4 | $3.49M | Buy |
51,159
+1,392
| +3% | +$109K | 2.88% | 17 |
|
|
2018
Q3 | $4.23M | Buy |
49,767
+857
| +2% | +$70.1K | 3.14% | 13 |
|
|
2018
Q2 | $4.05M | Buy |
48,910
+110
| +0.2% | +$8.76K | 3.3% | 13 |
|
|
2018
Q1 | $3.64M | Buy |
48,800
+2,861
| +6% | +$229K | 3% | 18 |
|
|
2017
Q4 | $3.84M | Buy |
+45,939
| New | +$3.8M | 3.24% | 16 |
|
Other funds holding XOM
Allied Investment Advisors's XOM Position: Q2 2026 in Review
Allied Investment Advisors increased its ExxonMobil (XOM) stake by 1.5% in Q2 2026, buying an estimated $278K and bringing the position to 128,268 shares worth $17.5M. The position accounts for 2.2% of the portfolio, ranked #15.
Allied Investment Advisors first reported a position in XOM in Q4 2017 and has held it in 35 quarters since. The position peaked at $21.4M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Allied Investment Advisors held 128,268 shares of ExxonMobil worth $17.5M as of Q2 2026.
- Allied Investment Advisors bought 1,860 ExxonMobil shares in Q2 2026, an estimated $278K.
- ExxonMobil made up 2.2% of Allied Investment Advisors's portfolio in Q2 2026, its #15 holding.
- Allied Investment Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 35 quarters since.
- Allied Investment Advisors's ExxonMobil position peaked at $21.4M in Q1 2026.
- 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.