AIM
XOM icon

Avity Investment Management’s ExxonMobil XOM Stock Holding History

Avity Investment 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 		$2.6M Sell
18,999
-335
-2% -$50.1K 0.17% 52
2026
Q1 		$3.28M Sell
19,334
-301
-2% -$43.9K 0.24% 51
2025
Q4 		$2.36M Buy
19,635
+400
+2% +$46.4K 0.17% 48
2025
Q3 		$2.17M Hold
19,235
– – 0.15% 51
2025
Q2 		$2.07M Sell
19,235
-252
-1% -$26.9K 0.15% 49
2025
Q1 		$2.32M Sell
19,487
-1,434
-7% -$159K 0.19% 45
2024
Q4 		$2.25M Sell
20,921
-26
-0.1% -$3.04K 0.18% 47
2024
Q3 		$2.46M Sell
20,947
-190
-0.9% -$21.9K 0.19% 44
2024
Q2 		$2.43M Sell
21,137
-791
-4% -$92.1K 0.2% 44
2024
Q1 		$2.55M Sell
21,928
-1,075
-5% -$112K 0.21% 41
2023
Q4 		$2.3M Buy
23,003
+184
+0.8% +$19.3K 0.21% 40
2023
Q3 		$2.68M Buy
22,819
+550
+2% +$60.3K 0.27% 39
2023
Q2 		$2.39M Sell
22,269
-2,330
-9% -$254K 0.22% 41
2023
Q1 		$2.7M Sell
24,599
-390
-2% -$43.1K 0.26% 41
2022
Q4 		$2.76M Sell
24,989
-175
-0.7% -$18.8K 0.28% 43
2022
Q3 		$2.2M Buy
25,164
+243
+1% +$22.2K 0.24% 41
2022
Q2 		$2.13M Buy
24,921
+2,100
+9% +$189K 0.22% 41
2022
Q1 		$1.89M Buy
22,821
+600
+3% +$46.6K 0.17% 41
2021
Q4 		$1.36M Buy
22,221
+316
+1% +$19.8K 0.11% 43
2021
Q3 		$1.29M Hold
21,905
– – 0.11% 42
2021
Q2 		$1.38M Sell
21,905
-300
-1% -$17.9K 0.12% 40
2021
Q1 		$1.24M Sell
22,205
-1,700
-7% -$89.1K 0.11% 41
2020
Q4 		$985K Sell
23,905
-1,514
-6% -$56.8K 0.09% 43
2020
Q3 		$873K Sell
25,419
-88
-0.3% -$3.6K 0.09% 42
2020
Q2 		$1.14M Sell
25,507
-780
-3% -$35K 0.13% 39
2020
Q1 		$998K Sell
26,287
-121,471
-82% -$6.71M 0.14% 38
2019
Q4 		$10.3M Sell
147,758
-6,442
-4% -$445K 1.14% 32
2019
Q3 		$10.9M Buy
154,200
+9,550
+7% +$691K 1.31% 31
2019
Q2 		$11.1M Buy
144,650
+16,534
+13% +$1.28M 1.32% 32
2019
Q1 		$10.4M Sell
128,116
-905
-0.7% -$69K 1.25% 33
2018
Q4 		$8.8M Sell
129,021
-43,114
-25% -$3.38M 1.22% 31
2018
Q3 		$14.6M Sell
172,135
-3,398
-2% -$278K 1.74% 27
2018
Q2 		$14.5M Sell
175,533
-9,329
-5% -$743K 1.84% 26
2018
Q1 		$13.8M Sell
184,862
-15,465
-8% -$1.24M 1.8% 27
2017
Q4 		$16.8M Sell
200,327
-42,733
-18% -$3.53M 2.12% 26
2017
Q3 		$19.9M Sell
243,060
-5,310
-2% -$422K 2.66% 25
2017
Q2 		$20.1M Sell
248,370
-4,940
-2% -$404K 2.72% 24
2017
Q1 		$20.8M Sell
253,310
-8,722
-3% -$729K 2.91% 22
2016
Q4 		$23.7M Sell
262,032
-363
-0.1% -$31.7K 3.56% 7
2016
Q3 		$23.2M Buy
262,395
+925
+0.4% +$82.1K 3.58% 7
2016
Q2 		$24.5M Sell
261,470
-2,531
-1% -$224K 3.93% 5
2016
Q1 		$22.4M Sell
264,001
-2,954
-1% -$237K 3.6% 8
2015
Q4 		$20.8M Sell
266,955
-5,186
-2% -$415K 3.28% 13
2015
Q3 		$21.8M Buy
272,141
+42,726
+19% +$3.29M 3.53% 10
2015
Q2 		$19.1M Buy
229,415
+2,323
+1% +$200K 3% 18
2015
Q1 		$19.8M Sell
227,092
-12
-0% -$1.06K 3.15% 15
2014
Q4 		$21M Buy
227,104
+9,155
+4% +$854K 3.37% 12
2014
Q3 		$20.5M Buy
217,949
+2,004
+0.9% +$200K 3.49% 7
2014
Q2 		$21.7M Sell
215,945
-1,189
-0.5% -$120K 3.72% 5
2014
Q1 		$21.2M Buy
217,134
+2,166
+1% +$206K 3.97% 5
2013
Q4 		$21.8M Sell
214,968
-3,264
-1% -$302K 4.15% 3
2013
Q3 		$18.8M Buy
218,232
+4,165
+2% +$375K 3.89% 8
2013
Q2 		$19.3M Buy
+214,067
New +$19.3M 4.14% 6

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Avity Investment Management's XOM Position: Q2 2026 in Review

Avity Investment Management reduced its ExxonMobil (XOM) stake by 1.7% in Q2 2026, selling an estimated $50.1K and leaving 18,999 shares worth $2.6M. The position accounts for 0.17% of the portfolio, ranked #52.

Avity Investment Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.5M in Q2 2016. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Avity Investment Management held 18,999 shares of ExxonMobil worth $2.6M as of Q2 2026.
  • Avity Investment Management sold 335 ExxonMobil shares in Q2 2026, an estimated $50.1K.
  • ExxonMobil made up 0.17% of Avity Investment Management's portfolio in Q2 2026, its #52 holding.
  • Avity Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Avity Investment Management's ExxonMobil position peaked at $24.5M in Q2 2016.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.