Aptus Capital Advisors’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$70.1M Buy
512,884
+18,886
+4% +$2.83M 0.48% 47
2026
Q1
$83.8M Sell
493,998
-24,605
-5% -$3.59M 0.66% 31
2025
Q4
$62.4M Sell
518,603
-14,723
-3% -$1.71M 0.45% 46
2025
Q3
$60.1M Buy
533,326
+9,696
+2% +$1.08M 0.44% 52
2025
Q2
$56.4M Buy
523,630
+362,937
+226% +$38.8M 0.46% 48
2025
Q1
$19.1M Sell
160,693
-372,221
-70% -$41.2M 0.2% 108
2024
Q4
$57.3M Buy
532,914
+167,560
+46% +$19.6M 0.6% 40
2024
Q3
$42.8M Buy
365,354
+54,623
+18% +$6.31M 0.64% 31
2024
Q2
$35.8M Buy
310,731
+67,923
+28% +$7.91M 0.63% 33
2024
Q1
$28.2M Buy
242,808
+34,073
+16% +$3.57M 0.53% 44
2023
Q4
$20.9M Sell
208,735
-1,799
-0.9% -$189K 0.57% 39
2023
Q3
$24.8M Buy
210,534
+6,053
+3% +$664K 0.67% 32
2023
Q2
$21.9M Sell
204,481
-11,048
-5% -$1.21M 0.53% 42
2023
Q1
$23.6M Buy
215,529
+20,564
+11% +$2.27M 0.63% 30
2022
Q4
$21.5M Buy
194,965
+44,185
+29% +$4.73M 0.66% 29
2022
Q3
$13.2M Buy
150,780
+45,358
+43% +$4.14M 0.32% 42
2022
Q2
$9.03M Buy
105,422
+30,451
+41% +$2.75M 0.23% 64
2022
Q1
$6.19M Buy
74,971
+13,404
+22% +$1.04M 0.15% 88
2021
Q4
$3.77M Buy
61,567
+6,291
+11% +$393K 0.11% 118
2021
Q3
$3.25M Sell
55,276
-22,411
-29% -$1.28M 0.08% 123
2021
Q2
$4.9M Buy
77,687
+6,658
+9% +$398K 0.14% 71
2021
Q1
$3.97M Sell
71,029
-225
-0.3% -$11.8K 0.14% 79
2020
Q4
$2.94M Buy
71,254
+1,865
+3% +$69.9K 0.13% 97
2020
Q3
$2.38M Buy
69,389
+10,765
+18% +$440K 0.13% 105
2020
Q2
$2.62M Buy
58,624
+49,021
+510% +$2.2M 0.16% 89
2020
Q1
$364K Sell
9,603
-74,925
-89% -$4.14M 0.03% 210
2019
Q4
$5.9M Buy
84,528
+38,669
+84% +$2.67M 0.42% 43
2019
Q3
$3.24M Buy
45,859
+29,276
+177% +$2.12M 0.18% 55
2019
Q2
$1.27M Sell
16,583
-56
-0.3% -$4.33K 0.18% 115
2019
Q1
$1.34M Buy
16,639
+12,556
+308% +$957K 0.23% 100
2018
Q4
$278K Buy
+4,083
New +$320K 0.07% 104

Other funds holding XOM

Aptus Capital Advisors's XOM Position: Q2 2026 in Review

Aptus Capital Advisors increased its ExxonMobil (XOM) stake by 3.8% in Q2 2026, buying an estimated $2.83M and bringing the position to 512,884 shares worth $70.1M. The position accounts for 0.48% of the portfolio, ranked #47.

Aptus Capital Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $83.8M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Aptus Capital Advisors held 512,884 shares of ExxonMobil worth $70.1M as of Q2 2026.
  • Aptus Capital Advisors bought 18,886 ExxonMobil shares in Q2 2026, an estimated $2.83M.
  • ExxonMobil made up 0.48% of Aptus Capital Advisors's portfolio in Q2 2026, its #47 holding.
  • Aptus Capital Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
  • Aptus Capital Advisors's ExxonMobil position peaked at $83.8M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.