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Avestar Capital’s ExxonMobil XOM Stock Holding History

Avestar Capital’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 		$4.24M Sell
30,984
-627
-2% -$93.8K 0.24% 72
2026
Q1 		$5.36M Sell
31,611
-1
-0% -$146 0.34% 52
2025
Q4 		$3.8M Buy
31,612
+1,535
+5% +$178K 0.25% 71
2025
Q3 		$3.39M Sell
30,077
-2,344
-7% -$261K 0.22% 80
2025
Q2 		$3.49M Buy
32,421
+3,166
+11% +$338K 0.24% 75
2025
Q1 		$3.48M Buy
29,255
+3,955
+16% +$437K 0.3% 67
2024
Q4 		$2.72M Buy
25,300
+683
+3% +$79.9K 0.23% 85
2024
Q3 		$2.89M Buy
24,617
+1,423
+6% +$164K 0.3% 62
2024
Q2 		$2.67M Buy
23,194
+4,474
+24% +$521K 0.27% 68
2024
Q1 		$2.18M Buy
18,720
+4,919
+36% +$515K 0.23% 83
2023
Q4 		$1.38M Buy
13,801
+3,050
+28% +$321K 0.16% 86
2023
Q3 		$1.26M Buy
10,751
+1,375
+15% +$151K 0.18% 79
2023
Q2 		$1.01M Buy
9,376
+593
+7% +$64.7K 0.16% 78
2023
Q1 		$963K Sell
8,783
-1
-0% -$111 0.17% 73
2022
Q4 		$969K Buy
8,784
+1,300
+17% +$139K 0.18% 79
2022
Q3 		$653K Sell
7,484
-382
-5% -$34.9K 0.17% 90
2022
Q2 		$674K Buy
7,866
+4,997
+174% +$451K 0.17% 97
2022
Q1 		$237K Buy
+2,869
New +$223K 0.04% 352
2019
Q4 		– Sell
-3,912
Closed -$276K – 181
2019
Q3 		$276K Buy
3,912
+3,198
+448% +$231K 0.17% 110
2019
Q2 		$51K Buy
714
+22
+3% +$1.7K 0.03% 287
2019
Q1 		$52K Sell
692
-246
-26% -$18.8K 0.03% 281
2018
Q4 		$60K Sell
938
-88
-9% -$6.9K 0.04% 241
2018
Q3 		$83K Sell
1,026
-27
-3% -$2.21K 0.05% 216
2018
Q2 		$82K Buy
1,053
+193
+22% +$15.4K 0.05% 224
2018
Q1 		$60K Sell
860
-283
-25% -$22.6K 0.04% 229
2017
Q4 		$89K Buy
+1,143
New +$94.5K 0.07% 173

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

Avestar Capital's XOM Position: Q2 2026 in Review

Avestar Capital reduced its ExxonMobil (XOM) stake by 2% in Q2 2026, selling an estimated $93.8K and leaving 30,984 shares worth $4.24M. The position accounts for 0.24% of the portfolio, ranked #72.

Avestar Capital first reported a position in XOM in Q4 2017 and has held it in 26 quarters since. The position peaked at $5.36M in Q1 2026. 2,096 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Avestar Capital held 30,984 shares of ExxonMobil worth $4.24M as of Q2 2026.
  • Avestar Capital sold 627 ExxonMobil shares in Q2 2026, an estimated $93.8K.
  • ExxonMobil made up 0.24% of Avestar Capital's portfolio in Q2 2026, its #72 holding.
  • Avestar Capital first reported a position in ExxonMobil in Q4 2017 and has held it in 26 quarters since.
  • Avestar Capital's ExxonMobil position peaked at $5.36M in Q1 2026.
  • 2,096 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.