Alta Advisers’s ExxonMobil XOM Stock Holding History

Alta Advisers’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	–	Sell	-16,458	Closed	-$2.79M	–	223
2026 Q1	$2.79M	Hold	16,458	–	–	1.01%	17
2025 Q4	$1.98M	Sell	16,458 -6,100	-27%	-$707K	0.72%	18
2025 Q3	$2.54M	Hold	22,558	–	–	0.78%	19
2025 Q2	$2.43M	Hold	22,558	–	–	0.87%	19
2025 Q1	$2.68M	Buy	22,558 +7,800	+53%	+$863K	1.14%	17
2024 Q4	$1.59M	Buy	14,758 +2,264	+18%	+$265K	1%	17
2024 Q3	$1.46M	Hold	12,494	–	–	0.67%	17
2024 Q2	$1.44M	Buy	12,494 +1,394	+13%	+$162K	0.69%	16
2024 Q1	$1.29M	Hold	11,100	–	–	0.64%	16
2023 Q4	$1.11M	Hold	11,100	–	–	0.59%	19
2023 Q3	$1.31M	Hold	11,100	–	–	0.76%	14
2023 Q2	$1.19M	Hold	11,100	–	–	0.67%	13
2023 Q1	$1.22M	Hold	11,100	–	–	0.73%	13
2022 Q4	$1.12M	Hold	11,100	–	–	0.67%	12
2022 Q3	$969K	Buy	+11,100	New	+$1.01M	0.61%	13
2013 Q4	–	Sell	-291	Closed	-$25K	–	79
2013 Q3	$25K	Sell	291 -161	-36%	-$14.5K	0.01%	77
2013 Q2	$41K	Buy	+452	New	+$40.7K	0.02%	74

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alta Advisers's XOM Position: Q2 2026 in Review

Alta Advisers sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 16,458 shares — an estimated $2.79M sold.

Alta Advisers first reported a position in XOM in Q2 2013 and held it in 17 quarters. The position peaked at $2.79M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Alta Advisers reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Alta Advisers sold 16,458 ExxonMobil shares in Q2 2026, an estimated $2.79M.
Alta Advisers first reported a position in ExxonMobil in Q2 2013 and held it in 17 quarters.
Alta Advisers's ExxonMobil position peaked at $2.79M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.