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AssuredPartners Investment Advisors’s ExxonMobil XOM Stock Holding History

AssuredPartners Investment Advisors’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 		$8.53M Buy
62,422
+729
+1% +$109K 0.83% 24
2026
Q1 		$10.1M Buy
61,693
+8,845
+17% +$1.29M 1.1% 18
2025
Q4 		$6.36M Buy
52,848
+3,527
+7% +$409K 0.95% 24
2025
Q3 		$5.56M Buy
49,321
+2,709
+6% +$301K 1.24% 23
2025
Q2 		$5.02M Buy
46,612
+2,198
+5% +$235K 1.23% 22
2025
Q1 		$5.28M Buy
44,414
+1,964
+5% +$217K 1.02% 19
2024
Q4 		$4.57M Buy
+42,450
New +$4.97M 0.89% 24

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AssuredPartners Investment Advisors's XOM Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its ExxonMobil (XOM) stake by 1.2% in Q2 2026, buying an estimated $109K and bringing the position to 62,422 shares worth $8.53M. The position accounts for 0.83% of the portfolio, ranked #24.

AssuredPartners Investment Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • AssuredPartners Investment Advisors held 62,422 shares of ExxonMobil worth $8.53M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 729 ExxonMobil shares in Q2 2026, an estimated $109K.
  • ExxonMobil made up 0.83% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • AssuredPartners Investment Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's ExxonMobil position peaked at $10.1M in Q1 2026.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.