AM Investment Strategies’s ExxonMobil XOM Stock Holding History

AM Investment Strategies’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	$363K	Sell	2,652 -5	-0.2%	-$748	0.07%	85
2026 Q1	$451K	Buy	2,657 +7	+0.3%	+$1.02K	0.1%	76
2025 Q4	$319K	Hold	2,650	–	–	0.07%	92
2025 Q3	$299K	Sell	2,650 -126	-5%	-$14K	0.06%	87
2025 Q2	$299K	Buy	2,776 +346	+14%	+$37K	0.07%	87
2025 Q1	$289K	Buy	2,430 +223	+10%	+$24.7K	0.07%	87
2024 Q4	$237K	Hold	2,207	–	–	0.06%	91
2024 Q3	$259K	Hold	2,207	–	–	0.06%	83
2024 Q2	$254K	Hold	2,207	–	–	0.06%	92
2024 Q1	$257K	Hold	2,207	–	–	0.07%	95
2023 Q4	$221K	Hold	2,207	–	–	0.06%	95
2023 Q3	$259K	Hold	2,207	–	–	0.08%	80
2023 Q2	$237K	Hold	2,207	–	–	0.07%	83
2023 Q1	$242K	Hold	2,207	–	–	0.08%	80
2022 Q4	$243K	Buy	+2,207	New	+$236K	0.09%	78
2022 Q1	–	Sell	-5,056	Closed	-$309K	–	120
2021 Q4	$309K	Hold	5,056	–	–	0.07%	91
2021 Q3	$297K	Hold	5,056	–	–	0.08%	86
2021 Q2	$319K	Buy	5,056 +246	+5%	+$14.7K	0.08%	83
2021 Q1	$269K	Buy	+4,810	New	+$252K	0.08%	83
2020 Q4	–	Sell	-7,152	Closed	-$246K	–	91
2020 Q3	$246K	Buy	+7,152	New	+$292K	0.09%	73

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

AM Investment Strategies's XOM Position: Q2 2026 in Review

AM Investment Strategies reduced its ExxonMobil (XOM) stake by 0.19% in Q2 2026, selling an estimated $748 and leaving 2,652 shares worth $363K. The position accounts for 0.07% of the portfolio, ranked #85.

AM Investment Strategies first reported a position in XOM in Q3 2020 and has held it in 20 quarters since. The position peaked at $451K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

AM Investment Strategies held 2,652 shares of ExxonMobil worth $363K as of Q2 2026.
AM Investment Strategies sold 5 ExxonMobil shares in Q2 2026, an estimated $748.
ExxonMobil made up 0.07% of AM Investment Strategies's portfolio in Q2 2026, its #85 holding.
AM Investment Strategies first reported a position in ExxonMobil in Q3 2020 and has held it in 20 quarters since.
AM Investment Strategies's ExxonMobil position peaked at $451K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.