Avantra Family Wealth’s ExxonMobil XOM Stock Holding History

Avantra Family 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	$329K	Buy	2,409 +1	+0%	+$150	0.21%	136
2026 Q1	$408K	Sell	2,408 -61	-2%	-$8.9K	0.3%	101
2025 Q4	$297K	Buy	2,469 +2	+0.1%	+$232	0.22%	124
2025 Q3	$278K	Buy	2,467 +2	+0.1%	+$222	0.21%	130
2025 Q2	$266K	Sell	2,465 -75	-3%	-$8.02K	0.22%	112
2025 Q1	$302K	Buy	2,540 +3	+0.1%	+$332	0.29%	111
2024 Q4	$273K	Buy	+2,537	New	+$297K	0.26%	123

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Avantra Family Wealth's XOM Position: Q2 2026 in Review

Avantra Family Wealth increased its ExxonMobil (XOM) stake by 0.04% in Q2 2026, buying an estimated $150 and bringing the position to 2,409 shares worth $329K. The position accounts for 0.21% of the portfolio, ranked #136.

Avantra Family Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $408K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Avantra Family Wealth held 2,409 shares of ExxonMobil worth $329K as of Q2 2026.
Avantra Family Wealth bought 1 ExxonMobil share in Q2 2026, an estimated $150.
ExxonMobil made up 0.21% of Avantra Family Wealth's portfolio in Q2 2026, its #136 holding.
Avantra Family Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's ExxonMobil position peaked at $408K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.