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Avalon Capital Management’s ExxonMobil XOM Stock Holding History

Avalon Capital Management’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 		$665K Buy
4,867
+459
+10% +$68.7K 0.16% 66
2026
Q1 		$748K Buy
4,408
+151
+4% +$22K 0.21% 60
2025
Q4 		$512K Buy
+4,257
New +$494K 0.12% 84
2023
Q2 		– Sell
-3,050
Closed -$334K – 60
2023
Q1 		$334K Hold
3,050
– – 0.17% 45
2022
Q4 		$336K Buy
3,050
+50
+2% +$5.36K 0.17% 43
2022
Q3 		$262K Hold
3,000
– – 0.13% 49
2022
Q2 		$257K Hold
3,000
– – 0.11% 51
2022
Q1 		$256K Buy
+3,000
New +$233K 0.1% 58
2018
Q1 		– Sell
-2,564
Closed -$214K – 88
2017
Q4 		$214K Hold
2,564
– – 0.19% 68
2017
Q3 		$210K Hold
2,564
– – 0.15% 86
2017
Q2 		$207K Buy
+2,564
New +$210K 0.15% 73
2017
Q1 		– Sell
-3,809
Closed -$344K – 109
2016
Q4 		$344K Buy
3,809
+3
+0.1% +$262 0.26% 65
2016
Q3 		$332K Buy
3,806
+2
+0.1% +$177 0.26% 62
2016
Q2 		$357K Buy
3,804
+3
+0.1% +$265 0.28% 58
2016
Q1 		$318K Sell
3,801
-151
-4% -$12.1K 0.25% 61
2015
Q4 		$308K Buy
3,952
+191
+5% +$15.3K 0.28% 58
2015
Q3 		$280K Buy
3,761
+3
+0.1% +$231 0.26% 52
2015
Q2 		$313K Buy
3,758
+3
+0.1% +$258 0.29% 56
2015
Q1 		$319K Buy
3,755
+2
+0.1% +$177 0.26% 54
2014
Q4 		$347K Buy
3,753
+284
+8% +$26.5K 0.27% 51
2014
Q3 		$326K Hold
3,469
– – 0.27% 61
2014
Q2 		$349K Hold
3,469
– – 0.29% 79
2014
Q1 		$339K Sell
3,469
-351
-9% -$33.5K 0.27% 83
2013
Q4 		$387K Buy
3,820
+399
+12% +$36.9K 0.33% 79
2013
Q3 		$294K Sell
3,421
-6,903
-67% -$622K 0.29% 76
2013
Q2 		$933K Buy
+10,324
New +$929K 0.92% 32

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

Avalon Capital Management's XOM Position: Q2 2026 in Review

Avalon Capital Management increased its ExxonMobil (XOM) stake by 10% in Q2 2026, buying an estimated $68.7K and bringing the position to 4,867 shares worth $665K. The position accounts for 0.16% of the portfolio, ranked #66.

Avalon Capital Management first reported a position in XOM in Q2 2013 and has held it in 26 quarters since. The position peaked at $933K in Q2 2013. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Avalon Capital Management held 4,867 shares of ExxonMobil worth $665K as of Q2 2026.
  • Avalon Capital Management bought 459 ExxonMobil shares in Q2 2026, an estimated $68.7K.
  • ExxonMobil made up 0.16% of Avalon Capital Management's portfolio in Q2 2026, its #66 holding.
  • Avalon Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 26 quarters since.
  • Avalon Capital Management's ExxonMobil position peaked at $933K in Q2 2013.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.