Avior Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.38M | Sell |
53,996
-9,934
| -16% | -$1.49M | 0.19% | 106 |
|
|
2026
Q1 | $10.8M | Buy |
63,930
+3,436
| +6% | +$501K | 0.31% | 74 |
|
|
2025
Q4 | $7.28M | Buy |
60,494
+2,440
| +4% | +$283K | 0.23% | 84 |
|
|
2025
Q3 | $6.55M | Buy |
58,054
+13,760
| +31% | +$1.53M | 0.21% | 87 |
|
|
2025
Q2 | $4.77M | Sell |
44,294
-30,991
| -41% | -$3.31M | 0.17% | 101 |
|
|
2025
Q1 | $8.95M | Buy |
75,285
+5,810
| +8% | +$643K | 0.34% | 62 |
|
|
2024
Q4 | $7.47M | Sell |
69,475
-19,921
| -22% | -$2.33M | 0.27% | 71 |
|
|
2024
Q3 | $10.5M | Buy |
89,396
+1,589
| +2% | +$183K | 0.42% | 50 |
|
|
2024
Q2 | $10.1M | Sell |
87,807
-248
| -0.3% | -$28.9K | 0.43% | 48 |
|
|
2024
Q1 | $10.2M | Buy |
88,055
+30,202
| +52% | +$3.16M | 0.48% | 40 |
|
|
2023
Q4 | $5.78M | Buy |
57,853
+10,277
| +22% | +$1.08M | 0.35% | 61 |
|
|
2023
Q3 | $5.59M | Buy |
47,576
+1,238
| +3% | +$136K | 0.38% | 56 |
|
|
2023
Q2 | $4.97M | Sell |
46,338
-1,792
| -4% | -$196K | 0.32% | 65 |
|
|
2023
Q1 | $5.28M | Buy |
48,130
+4,303
| +10% | +$476K | 0.36% | 60 |
|
|
2022
Q4 | $4.83M | Sell |
43,827
-7,073
| -14% | -$758K | 0.36% | 62 |
|
|
2022
Q3 | $4.44M | Buy |
50,900
+14,787
| +41% | +$1.35M | 0.37% | 54 |
|
|
2022
Q2 | $3.09M | Buy |
36,113
+6,403
| +22% | +$578K | 0.31% | 67 |
|
|
2022
Q1 | $2.45M | Buy |
29,710
+1,608
| +6% | +$125K | 0.21% | 95 |
|
|
2021
Q4 | $1.72M | Buy |
28,102
+2,853
| +11% | +$178K | 0.14% | 120 |
|
|
2021
Q3 | $1.49M | Buy |
25,249
+774
| +3% | +$44.1K | 0.12% | 135 |
|
|
2021
Q2 | $1.58M | Sell |
24,475
-193
| -0.8% | -$11.5K | 0.16% | 122 |
|
|
2021
Q1 | $1.38M | Sell |
24,668
-6,533
| -21% | -$343K | 0.15% | 139 |
|
|
2020
Q4 | $1.29M | Sell |
31,201
-5,889
| -16% | -$221K | 0.16% | 131 |
|
|
2020
Q3 | $1.27M | Buy |
37,090
+9,391
| +34% | +$384K | 0.18% | 124 |
|
|
2020
Q2 | $1.24M | Sell |
27,699
-408
| -1% | -$18.3K | 0.19% | 123 |
|
|
2020
Q1 | $1.07M | Sell |
28,107
-764
| -3% | -$42.2K | 0.21% | 117 |
|
|
2019
Q4 | $2.01M | Sell |
28,871
-117
| -0.4% | -$8.09K | 0.32% | 81 |
|
|
2019
Q3 | $2.05M | Buy |
28,988
+615
| +2% | +$44.5K | 0.36% | 76 |
|
|
2019
Q2 | $2.17M | Buy |
28,373
+3,856
| +16% | +$298K | 0.39% | 69 |
|
|
2019
Q1 | $1.98M | Sell |
24,517
-2,065
| -8% | -$157K | 0.42% | 61 |
|
|
2018
Q4 | $1.83M | Buy |
26,582
+791
| +3% | +$62.1K | 0.44% | 57 |
|
|
2018
Q3 | $2.19M | Sell |
25,791
-798
| -3% | -$65.2K | 0.47% | 58 |
|
|
2018
Q2 | $2.2M | Buy |
26,589
+1,995
| +8% | +$159K | 0.5% | 50 |
|
|
2018
Q1 | $1.84M | Buy |
24,594
+601
| +3% | +$48K | 0.43% | 62 |
|
|
2017
Q4 | $2M | Buy |
23,993
+8,729
| +57% | +$722K | 0.45% | 61 |
|
|
2017
Q3 | $1.26M | Sell |
15,264
-664
| -4% | -$52.7K | 0.41% | 80 |
|
|
2017
Q2 | $1.29M | Sell |
15,928
-1,948
| -11% | -$159K | 0.53% | 65 |
|
|
2017
Q1 | $1.47M | Buy |
17,876
+915
| +5% | +$76.4K | 0.49% | 66 |
|
|
2016
Q4 | $1.53M | Buy |
16,961
+318
| +2% | +$27.8K | 0.57% | 55 |
|
|
2016
Q3 | $1.45M | Buy |
16,643
+1,550
| +10% | +$138K | 0.57% | 53 |
|
|
2016
Q2 | $1.41M | Sell |
15,093
-3
| -0% | -$265 | 0.6% | 45 |
|
|
2016
Q1 | $1.26M | Buy |
15,096
+1,404
| +10% | +$112K | 0.56% | 57 |
|
|
2015
Q4 | $1.07M | Buy |
13,692
+538
| +4% | +$43K | 0.58% | 54 |
|
|
2015
Q3 | $980K | Buy |
13,154
+11,408
| +653% | +$879K | 0.57% | 52 |
|
|
2015
Q2 | $146K | Sell |
1,746
-67
| -4% | -$5.76K | 0.11% | 78 |
|
|
2015
Q1 | $155K | Buy |
1,813
+900
| +99% | +$79.8K | 0.12% | 74 |
|
|
2014
Q4 | $84K | Buy |
913
+237
| +35% | +$22.1K | 0.07% | 105 |
|
|
2014
Q3 | $64K | Sell |
676
-150
| -18% | -$14.9K | 0.05% | 117 |
|
|
2014
Q2 | $83K | Buy |
826
+86
| +12% | +$8.68K | 0.07% | 104 |
|
|
2014
Q1 | $72K | Buy |
+740
| New | +$70.5K | 0.06% | 103 |
|
Other funds holding XOM
Avior Wealth Management's XOM Position: Q2 2026 in Review
Avior Wealth Management reduced its ExxonMobil (XOM) stake by 16% in Q2 2026, selling an estimated $1.49M and leaving 53,996 shares worth $7.38M. The position accounts for 0.19% of the portfolio, ranked #106.
Avior Wealth Management first reported a position in XOM in Q1 2014 and has held it in 50 quarters since. The position peaked at $10.8M in Q1 2026. 2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Avior Wealth Management held 53,996 shares of ExxonMobil worth $7.38M as of Q2 2026.
- Avior Wealth Management sold 9,934 ExxonMobil shares in Q2 2026, an estimated $1.49M.
- ExxonMobil made up 0.19% of Avior Wealth Management's portfolio in Q2 2026, its #106 holding.
- Avior Wealth Management first reported a position in ExxonMobil in Q1 2014 and has held it in 50 quarters since.
- Avior Wealth Management's ExxonMobil position peaked at $10.8M in Q1 2026.
- 2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.