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Aurora Private Wealth’s ExxonMobil XOM Stock Holding History

Aurora Private Wealth’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 		$344K Sell
2,517
-259
-9% -$38.8K 0.22% 111
2026
Q1 		$363K Hold
2,776
– – 0.26% 98
2025
Q4 		$334K Buy
+2,776
New +$322K 0.22% 110
2025
Q2 		$363K Sell
3,371
-3,887
-54% -$416K 0.27% 95
2025
Q1 		$863K Sell
7,258
-686
-9% -$75.9K 0.69% 37
2024
Q4 		$855K Sell
7,944
-472
-6% -$55.2K 0.64% 45
2024
Q3 		$987K Sell
8,416
-242
-3% -$27.9K 0.77% 32
2024
Q2 		$997K Sell
8,658
-3,085
-26% -$359K 0.87% 30
2024
Q1 		$1.37M Buy
11,743
+978
+9% +$102K 1.19% 21
2023
Q4 		$1.08M Sell
10,765
-49
-0.5% -$5.15K 1.01% 23
2023
Q3 		$1.27M Buy
10,814
+1,277
+13% +$140K 1.41% 16
2023
Q2 		$1.02M Sell
9,537
-4,418
-32% -$482K 1.16% 20
2023
Q1 		$1.53M Buy
13,955
+148
+1% +$16.4K 1.63% 12
2022
Q4 		$1.52M Sell
13,807
-2,174
-14% -$233K 1.74% 13
2022
Q3 		$1.4M Buy
15,981
+75
+0.5% +$6.85K 0.65% 24
2022
Q2 		$1.36M Sell
15,906
-654
-4% -$59K 0.61% 26
2022
Q1 		$1.37M Sell
16,560
-1,365
-8% -$106K 0.56% 31
2021
Q4 		$1.1M Sell
17,925
-3,612
-17% -$226K 0.48% 37
2021
Q3 		$1.27M Sell
21,537
-12,565
-37% -$716K 0.51% 38
2021
Q2 		$2.15M Buy
34,102
+463
+1% +$27.6K 0.86% 19
2021
Q1 		$1.88M Sell
33,639
-2,066
-6% -$108K 0.78% 19
2020
Q4 		$1.47M Sell
35,705
-10,301
-22% -$386K 0.62% 24
2020
Q3 		$1.58M Sell
46,006
-7,335
-14% -$300K 0.68% 23
2020
Q2 		$2.38M Sell
53,341
-30,646
-36% -$1.37M 1.1% 17
2020
Q1 		$3.19M Buy
83,987
+59,316
+240% +$3.28M 1.12% 17
2019
Q4 		$1.72M Buy
+24,671
New +$1.71M 0.61% 30

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aurora Private Wealth's XOM Position: Q2 2026 in Review

Aurora Private Wealth reduced its ExxonMobil (XOM) stake by 9.3% in Q2 2026, selling an estimated $38.8K and leaving 2,517 shares worth $344K. The position accounts for 0.22% of the portfolio, ranked #111.

Aurora Private Wealth first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.19M in Q1 2020. 1,634 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Aurora Private Wealth held 2,517 shares of ExxonMobil worth $344K as of Q2 2026.
  • Aurora Private Wealth sold 259 ExxonMobil shares in Q2 2026, an estimated $38.8K.
  • ExxonMobil made up 0.22% of Aurora Private Wealth's portfolio in Q2 2026, its #111 holding.
  • Aurora Private Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Aurora Private Wealth's ExxonMobil position peaked at $3.19M in Q1 2020.
  • 1,634 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.