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Avondale Wealth Management’s ExxonMobil XOM Stock Holding History

Avondale Wealth 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 		– Sell
-13,097
Closed -$2.22M – 74
2026
Q1 		$2.22M Buy
13,097
+8,000
+157% +$1.17M 1.09% 16
2025
Q4 		$613K Sell
5,097
-50
-1% -$5.8K 0.32% 36
2025
Q3 		$580K Hold
5,147
– – 0.31% 35
2025
Q2 		$555K Sell
5,147
-1,100
-18% -$118K 0.31% 34
2025
Q1 		$743K Hold
6,247
– – 0.47% 30
2024
Q4 		$672K Sell
6,247
-559
-8% -$65.4K 0.43% 28
2024
Q3 		$798K Buy
6,806
+255
+4% +$29.4K 0.52% 25
2024
Q2 		$754K Buy
6,551
+2,402
+58% +$280K 0.52% 22
2024
Q1 		$482K Buy
4,149
+975
+31% +$102K 0.34% 28
2023
Q4 		$317K Buy
3,174
+300
+10% +$31.5K 0.26% 32
2023
Q3 		$338K Buy
2,874
+150
+6% +$16.5K 0.3% 32
2023
Q2 		$292K Sell
2,724
-675
-20% -$73.6K 0.25% 37
2023
Q1 		$373K Hold
3,399
– – 0.32% 34
2022
Q4 		$375K Buy
3,399
+300
+10% +$32.1K 0.33% 25
2022
Q3 		$271K Sell
3,099
-1,100
-26% -$100K 0.3% 28
2022
Q2 		$360K Sell
4,199
-5,275
-56% -$476K 0.42% 23
2022
Q1 		$782K Buy
9,474
+7,300
+336% +$567K 0.92% 16
2021
Q4 		$133K Hold
2,174
– – 0.13% 50
2021
Q3 		$128K Hold
2,174
– – 0.13% 54
2021
Q2 		$137K Sell
2,174
-2,000
-48% -$119K 0.13% 52
2021
Q1 		$233K Buy
4,174
+2,000
+92% +$105K 0.23% 39
2020
Q4 		$90K Hold
2,174
– – 0.1% 35
2020
Q3 		$75K Buy
2,174
+803
+59% +$32.8K 0.11% 31
2020
Q2 		$61K Hold
1,371
– – 0.09% 34
2020
Q1 		$52K Buy
+1,371
New +$75.7K 0.08% 36

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

Avondale Wealth Management's XOM Position: Q2 2026 in Review

Avondale Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 13,097 shares — an estimated $2.22M sold.

Avondale Wealth Management first reported a position in XOM in Q1 2020 and held it in 25 quarters. The position peaked at $2.22M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Avondale Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Avondale Wealth Management sold 13,097 ExxonMobil shares in Q2 2026, an estimated $2.22M.
  • Avondale Wealth Management first reported a position in ExxonMobil in Q1 2020 and held it in 25 quarters.
  • Avondale Wealth Management's ExxonMobil position peaked at $2.22M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.