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Ballew Advisors’s ExxonMobil XOM Stock Holding History

Ballew Advisors’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 		$1.08M Sell
7,912
-44
-0.6% -$6.58K 0.56% 39
2026
Q1 		$1.23M Buy
7,956
+20
+0.3% +$2.92K 0.7% 36
2025
Q4 		$1M Sell
7,936
-124
-2% -$14.4K 0.57% 41
2025
Q3 		$905K Buy
8,060
+451
+6% +$50.1K 0.51% 46
2025
Q2 		$854K Buy
7,609
+27
+0.4% +$2.89K 0.51% 44
2025
Q1 		$782K Buy
7,582
+827
+12% +$91.5K 0.52% 45
2024
Q4 		$738K Buy
6,755
+18
+0.3% +$2.11K 0.47% 51
2024
Q3 		$823K Buy
6,737
+18
+0.3% +$2.08K 0.55% 44
2024
Q2 		$774K Buy
6,719
+1,866
+38% +$217K 0.51% 51
2024
Q1 		$593K Buy
4,853
+22
+0.5% +$2.3K 0.41% 61
2023
Q4 		$472K Buy
4,831
+19
+0.4% +$2K 0.35% 63
2023
Q3 		$537K Buy
4,812
+16
+0.3% +$1.75K 0.44% 65
2023
Q2 		$508K Hold
4,796
– – 0.37% 66
2023
Q1 		$506K Buy
4,796
+33
+0.7% +$3.65K 0.37% 68
2022
Q4 		$539K Buy
4,763
+17
+0.4% +$1.82K 0.41% 56
2022
Q3 		$469K Sell
4,746
-102
-2% -$9.31K 0.42% 56
2022
Q2 		$403K Buy
4,848
+17
+0.4% +$1.53K 0.37% 61
2022
Q1 		$419K Buy
4,831
+1,572
+48% +$122K 0.32% 68
2021
Q4 		$234K Buy
3,259
+39
+1% +$2.44K 0.16% 99
2021
Q3 		$200K Buy
+3,220
New +$184K 0.15% 103
2020
Q1 		– Sell
-4,040
Closed -$282K – 94
2019
Q4 		$282K Sell
4,040
-2,376
-37% -$164K 0.24% 78
2019
Q3 		$428K Buy
6,416
+1,363
+27% +$98.6K 0.39% 57
2019
Q2 		$389K Buy
5,053
+1,163
+30% +$90K 0.35% 60
2019
Q1 		$300K Sell
3,890
-406
-9% -$31K 0.28% 72
2018
Q4 		$318K Buy
4,296
+6
+0.1% +$471 0.3% 65
2018
Q3 		$333K Sell
4,290
-635
-13% -$51.9K 0.31% 59
2018
Q2 		$407K Buy
4,925
+11
+0.2% +$876 0.46% 49
2018
Q1 		$367K Buy
4,914
+511
+12% +$40.8K 0.32% 65
2017
Q4 		$368K Buy
+4,403
New +$364K 0.37% 62

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Ballew Advisors's XOM Position: Q2 2026 in Review

Ballew Advisors reduced its ExxonMobil (XOM) stake by 0.55% in Q2 2026, selling an estimated $6.58K and leaving 7,912 shares worth $1.08M. The position accounts for 0.56% of the portfolio, ranked #39.

Ballew Advisors first reported a position in XOM in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.23M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Ballew Advisors held 7,912 shares of ExxonMobil worth $1.08M as of Q2 2026.
  • Ballew Advisors sold 44 ExxonMobil shares in Q2 2026, an estimated $6.58K.
  • ExxonMobil made up 0.56% of Ballew Advisors's portfolio in Q2 2026, its #39 holding.
  • Ballew Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 29 quarters since.
  • Ballew Advisors's ExxonMobil position peaked at $1.23M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.