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Apella Capital’s ExxonMobil XOM Stock Holding History

Apella Capital’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 		$20.1M Buy
141,617
+595
+0.4% +$89.1K 0.28% 73
2026
Q1 		$20.7M Buy
141,022
+94,566
+204% +$13.8M 0.31% 70
2025
Q4 		$5.59M Buy
46,456
+7,649
+20% +$887K 0.11% 126
2025
Q3 		$4.29M Buy
38,807
+12,956
+50% +$1.44M 0.1% 133
2025
Q2 		$2.87M Buy
25,851
+1,081
+4% +$116K 0.08% 143
2025
Q1 		$2.62M Buy
24,770
+6,400
+35% +$708K 0.09% 118
2024
Q4 		$1.98M Sell
18,370
-1,089
-6% -$127K 0.08% 118
2024
Q3 		$2.36M Buy
19,459
+2,787
+17% +$322K 0.1% 94
2024
Q2 		$1.85M Buy
16,672
+5,845
+54% +$681K 0.08% 104
2024
Q1 		$1.31M Buy
10,827
+587
+6% +$61.4K 0.07% 123
2023
Q4 		$1.05M Buy
10,240
+187
+2% +$19.7K 0.06% 132
2023
Q3 		$1.18M Sell
10,053
-1,093
-10% -$120K 0.08% 104
2023
Q2 		$1.2M Buy
+11,146
New +$1.22M 0.09% 107
2022
Q4 		$893K Buy
8,092
+684
+9% +$73.3K 0.08% 116
2022
Q3 		$647K Buy
7,408
+709
+11% +$64.7K 0.08% 117
2022
Q2 		$574K Buy
6,699
+2,373
+55% +$214K 0.07% 126
2022
Q1 		$357K Buy
+4,326
New +$336K 0.05% 150
2021
Q3 		– Sell
-3,364
Closed -$212K – 215
2021
Q2 		$212K Sell
3,364
-365
-10% -$21.8K 0.03% 200
2021
Q1 		$208K Buy
+3,729
New +$196K 0.07% 126

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Apella Capital's XOM Position: Q2 2026 in Review

Apella Capital increased its ExxonMobil (XOM) stake by 0.42% in Q2 2026, buying an estimated $89.1K and bringing the position to 141,617 shares worth $20.1M. The position accounts for 0.28% of the portfolio, ranked #73.

Apella Capital first reported a position in XOM in Q1 2021 and has held it in 19 quarters since. The position peaked at $20.7M in Q1 2026. 2,112 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Apella Capital held 141,617 shares of ExxonMobil worth $20.1M as of Q2 2026.
  • Apella Capital bought 595 ExxonMobil shares in Q2 2026, an estimated $89.1K.
  • ExxonMobil made up 0.28% of Apella Capital's portfolio in Q2 2026, its #73 holding.
  • Apella Capital first reported a position in ExxonMobil in Q1 2021 and has held it in 19 quarters since.
  • Apella Capital's ExxonMobil position peaked at $20.7M in Q1 2026.
  • 2,112 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.