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Asset Advisory Group’s ExxonMobil XOM Stock Holding History

Asset Advisory Group’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 		$1.2M Buy
8,807
+3
+0% +$449 0.53% 39
2026
Q1 		$1.49M Buy
8,804
+33
+0.4% +$4.82K 0.75% 33
2025
Q4 		$1.06M Buy
+8,771
New +$1.02M 0.53% 38

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Asset Advisory Group's XOM Position: Q2 2026 in Review

Asset Advisory Group increased its ExxonMobil (XOM) stake by 0.03% in Q2 2026, buying an estimated $449 and bringing the position to 8,807 shares worth $1.2M. The position accounts for 0.53% of the portfolio, ranked #39.

Asset Advisory Group first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q1 2026. 2,178 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Asset Advisory Group held 8,807 shares of ExxonMobil worth $1.2M as of Q2 2026.
  • Asset Advisory Group bought 3 ExxonMobil shares in Q2 2026, an estimated $449.
  • ExxonMobil made up 0.53% of Asset Advisory Group's portfolio in Q2 2026, its #39 holding.
  • Asset Advisory Group first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Asset Advisory Group's ExxonMobil position peaked at $1.49M in Q1 2026.
  • 2,178 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.