Annex Advisory Services’s ExxonMobil XOM Stock Holding History

Annex 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	$5.81M	Buy	42,473 +22,387	+111%	+$3.35M	0.1%	102
2026 Q1	$3.41M	Sell	20,086 -288	-1%	-$42K	0.06%	127
2025 Q4	$2.45M	Buy	20,374 +6,453	+46%	+$748K	0.05%	142
2025 Q3	$1.57M	Sell	13,921 -556	-4%	-$61.8K	0.03%	145
2025 Q2	$1.56M	Sell	14,477 -2,030	-12%	-$217K	0.04%	139
2025 Q1	$1.96M	Sell	16,507 -6	-0%	-$664	0.06%	124
2024 Q4	$1.78M	Buy	16,513 +3,287	+25%	+$384K	0.05%	125
2024 Q3	$1.55M	Sell	13,226 -108	-0.8%	-$12.5K	0.05%	123
2024 Q2	$1.54M	Sell	13,334 -2,258	-14%	-$263K	0.05%	110
2024 Q1	$1.81M	Buy	15,592 +2,495	+19%	+$261K	0.06%	106
2023 Q4	$1.31M	Sell	13,097 -43	-0.3%	-$4.52K	0.05%	112
2023 Q3	$1.55M	Sell	13,140 -910	-6%	-$99.8K	0.09%	92
2023 Q2	$1.51M	Buy	14,050 +923	+7%	+$101K	0.08%	93
2023 Q1	$1.44M	Sell	13,127 -901	-6%	-$99.7K	0.08%	96
2022 Q4	$1.55M	Buy	14,028 +1,425	+11%	+$153K	0.09%	100
2022 Q3	$1.1M	Sell	12,603 -1,925	-13%	-$176K	0.07%	111
2022 Q2	$1.24M	Buy	14,528 +2,337	+19%	+$211K	0.09%	118
2022 Q1	$1.01M	Buy	12,191 +60	+0.5%	+$4.66K	0.07%	128
2021 Q4	$742K	Buy	12,131 +4,230	+54%	+$264K	0.05%	134
2021 Q3	$464K	Sell	7,901 -2,240	-22%	-$128K	0.04%	145
2021 Q2	$640K	Sell	10,141 -63	-0.6%	-$3.76K	0.05%	135
2021 Q1	$570K	Sell	10,204 -820	-7%	-$43K	0.05%	132
2020 Q4	$454K	Sell	11,024 -729	-6%	-$27.3K	0.04%	134
2020 Q3	$403K	Sell	11,753 -1,053	-8%	-$43K	0.05%	95
2020 Q2	$573K	Buy	12,806 +895	+8%	+$40.1K	0.08%	77
2020 Q1	$452K	Buy	11,911 +720	+6%	+$39.8K	0.06%	85
2019 Q4	$781K	Sell	11,191 -632	-5%	-$43.7K	0.09%	74
2019 Q3	$834K	Buy	11,823 +1,156	+11%	+$83.6K	0.11%	71
2019 Q2	$817K	Buy	10,667 +233	+2%	+$18K	0.12%	72
2019 Q1	$843K	Buy	10,434 +2,027	+24%	+$155K	0.13%	71
2018 Q4	$573K	Sell	8,407 -276	-3%	-$21.7K	0.09%	81
2018 Q3	$738K	Sell	8,683 -802	-8%	-$65.6K	0.11%	75
2018 Q2	$785K	Sell	9,485 -375	-4%	-$29.9K	0.13%	73
2018 Q1	$736K	Sell	9,860 -167	-2%	-$13.3K	0.13%	77
2017 Q4	$839K	Buy	10,027 +107	+1%	+$8.85K	0.16%	67
2017 Q3	$813K	Sell	9,920 -1,072	-10%	-$85.1K	0.17%	64
2017 Q2	$887K	Buy	10,992 +165	+2%	+$13.5K	0.2%	52
2017 Q1	$888K	Buy	10,827 +305	+3%	+$25.5K	0.22%	40
2016 Q4	$950K	Buy	10,522 +2,253	+27%	+$197K	0.23%	37
2016 Q3	$722K	Buy	8,269 +623	+8%	+$55.3K	0.19%	45
2016 Q2	$717K	Buy	7,646 +685	+10%	+$60.6K	0.19%	42
2016 Q1	$582K	Buy	6,961 +97	+1%	+$7.77K	0.17%	60
2015 Q4	$535K	Sell	6,864 -280	-4%	-$22.4K	0.16%	66
2015 Q3	$531K	Buy	7,144 +1,313	+23%	+$101K	0.17%	52
2015 Q2	$485K	Buy	5,831 +55	+1%	+$4.73K	0.16%	46
2015 Q1	$491K	Buy	5,776 +217	+4%	+$19.2K	0.16%	41
2014 Q4	$514K	Sell	5,559 -1,280	-19%	-$119K	0.16%	35
2014 Q3	$643K	Buy	6,839 +1,280	+23%	+$127K	0.22%	32
2014 Q2	$560K	Buy	5,559 +23	+0.4%	+$2.32K	0.19%	36
2014 Q1	$541K	Sell	5,536 -226	-4%	-$21.5K	0.2%	38
2013 Q4	$583K	Sell	5,762 -628	-10%	-$58.1K	0.22%	38
2013 Q3	$550K	Buy	6,390 +1,091	+21%	+$98.4K	0.26%	49
2013 Q2	$479K	Buy	+5,299	New	+$477K	0.26%	55

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Annex Advisory Services increased its ExxonMobil (XOM) stake by 111% in Q2 2026, buying an estimated $3.35M and bringing the position to 42,473 shares worth $5.81M. The position accounts for 0.1% of the portfolio, ranked #102.

Annex Advisory Services first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. 786 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Annex Advisory Services held 42,473 shares of ExxonMobil worth $5.81M as of Q2 2026.
Annex Advisory Services bought 22,387 ExxonMobil shares in Q2 2026, an estimated $3.35M.
ExxonMobil made up 0.1% of Annex Advisory Services's portfolio in Q2 2026, its #102 holding.
Annex Advisory Services first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
786 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.