Aventura Private Wealth’s ExxonMobil XOM Stock Holding History

Aventura 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	$3.06M	Buy	22,357 +981	+5%	+$147K	0.94%	18
2026 Q1	$3.63M	Buy	21,376 +89	+0.4%	+$13K	1.33%	13
2025 Q4	$2.56M	Sell	21,287 -503	-2%	-$58.3K	0.92%	15
2025 Q3	$2.46M	Sell	21,790 -356	-2%	-$39.6K	0.91%	18
2025 Q2	$2.39M	Sell	22,146 -1,027	-4%	-$110K	1.03%	13
2025 Q1	$2.76M	Buy	23,173 +915	+4%	+$101K	1.44%	12
2024 Q4	$2.39M	Buy	+22,258	New	+$2.6M	1.29%	13

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

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

Aventura Private Wealth increased its ExxonMobil (XOM) stake by 4.6% in Q2 2026, buying an estimated $147K and bringing the position to 22,357 shares worth $3.06M. The position accounts for 0.94% of the portfolio, ranked #18.

Aventura Private Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.63M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Aventura Private Wealth held 22,357 shares of ExxonMobil worth $3.06M as of Q2 2026.
Aventura Private Wealth bought 981 ExxonMobil shares in Q2 2026, an estimated $147K.
ExxonMobil made up 0.94% of Aventura Private Wealth's portfolio in Q2 2026, its #18 holding.
Aventura Private Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's ExxonMobil position peaked at $3.63M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.