Ameritas Advisory Services’s ExxonMobil XOM Stock Holding History

Ameritas Advisory Services’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	$4.55M	Buy	33,303 +8,203	+33%	+$1.23M	0.09%	212
2026 Q1	$4.26M	Sell	25,100 -10,846	-30%	-$1.58M	0.17%	130
2025 Q4	$4.33M	Buy	35,946 +3,701	+11%	+$429K	0.16%	129
2025 Q3	$3.64M	Sell	32,245 -3,902	-11%	-$434K	0.24%	85
2025 Q2	$3.9M	Sell	36,147 -18,431	-34%	-$1.97M	0.2%	109
2025 Q1	$6.11M	Buy	54,578 +1,039	+2%	+$115K	0.25%	87
2024 Q4	$5.76M	Sell	53,539 -3,495	-6%	-$409K	0.2%	104
2024 Q3	$6.69M	Sell	57,034 -13,851	-20%	-$1.6M	0.29%	75
2024 Q2	$8.16M	Buy	70,885 +14,470	+26%	+$1.69M	0.31%	66
2024 Q1	$6.56M	Buy	56,415 +17,893	+46%	+$1.87M	0.27%	78
2023 Q4	$3.92M	Sell	38,522 -8,706	-18%	-$915K	0.22%	99
2023 Q3	$5.43M	Buy	47,228 +21,704	+85%	+$2.38M	0.27%	74
2023 Q2	$2.63M	Sell	25,524 -21,013	-45%	-$2.29M	0.34%	63
2023 Q1	$5.31M	Sell	46,537 -16,422	-26%	-$1.82M	0.27%	79
2022 Q4	$6.94M	Buy	62,959 +9,588	+18%	+$1.03M	0.32%	70
2022 Q3	$4.66M	Buy	53,371 +373	+0.7%	+$34.1K	0.28%	80
2022 Q2	$4.54M	Buy	52,998 +3,651	+7%	+$329K	0.26%	79
2022 Q1	$4.08M	Buy	49,347 +1,205	+3%	+$93.7K	0.15%	107
2021 Q4	$2.95M	Buy	+48,142	New	+$3.01M	0.11%	159

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

Ameritas Advisory Services's XOM Position: Q2 2026 in Review

Ameritas Advisory Services increased its ExxonMobil (XOM) stake by 33% in Q2 2026, buying an estimated $1.23M and bringing the position to 33,303 shares worth $4.55M. The position accounts for 0.09% of the portfolio, ranked #212.

Ameritas Advisory Services first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.16M in Q2 2024. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Ameritas Advisory Services held 33,303 shares of ExxonMobil worth $4.55M as of Q2 2026.
Ameritas Advisory Services bought 8,203 ExxonMobil shares in Q2 2026, an estimated $1.23M.
ExxonMobil made up 0.09% of Ameritas Advisory Services's portfolio in Q2 2026, its #212 holding.
Ameritas Advisory Services first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's ExxonMobil position peaked at $8.16M in Q2 2024.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.