American Institute for Advanced Investment Management’s ExxonMobil XOM Stock Holding History

American Institute for Advanced Investment Management’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	$271K	Hold	1,985	–	–	0.16%	139
2026 Q1	$337K	Hold	1,985	–	–	0.22%	116
2025 Q4	$239K	Sell	1,985 -15	-0.8%	-$1.74K	0.15%	133
2025 Q3	$226K	Hold	2,000	–	–	0.15%	136
2025 Q2	$216K	Sell	2,000 -225	-10%	-$24.1K	0.15%	135
2025 Q1	$265K	Buy	2,225 +225	+11%	+$24.9K	0.2%	114
2024 Q4	$215K	Sell	2,000 -932	-32%	-$109K	0.16%	124
2024 Q3	$344K	Hold	2,932	–	–	0.25%	101
2024 Q2	$338K	Buy	2,932 +91	+3%	+$10.6K	0.26%	98
2024 Q1	$330K	Buy	2,841 +321	+13%	+$33.6K	0.26%	95
2023 Q4	$252K	Hold	2,520	–	–	0.22%	101
2023 Q3	$296K	Buy	2,520 +59	+2%	+$6.47K	0.27%	90
2023 Q2	$264K	Buy	2,461 +325	+15%	+$35.5K	0.23%	101
2023 Q1	$234K	Sell	2,136 -325	-13%	-$35.9K	0.25%	90
2022 Q4	$271K	Buy	2,461 +100	+4%	+$10.7K	0.25%	92
2022 Q3	$206K	Hold	2,361	–	–	0.19%	98
2022 Q2	$202K	Buy	+2,361	New	+$213K	0.18%	107

Other funds holding XOM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Institute for Advanced Investment Management's XOM Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its ExxonMobil (XOM) position steady in Q2 2026 at 1,985 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #139.

American Institute for Advanced Investment Management first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $344K in Q3 2024. 2,952 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

American Institute for Advanced Investment Management held 1,985 shares of ExxonMobil worth $271K as of Q2 2026.
American Institute for Advanced Investment Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.16% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #139 holding.
American Institute for Advanced Investment Management first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
American Institute for Advanced Investment Management's ExxonMobil position peaked at $344K in Q3 2024.
2,952 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.