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Barnes Pettey Financial Advisors’s ExxonMobil XOM Stock Holding History

Barnes Pettey Financial 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 		$977K Hold
7,147
– – 0.31% 65
2026
Q1 		$1.21M Sell
7,147
-67
-0.9% -$9.78K 0.53% 47
2025
Q4 		$868K Sell
7,214
-43
-0.6% -$4.99K 0.43% 53
2025
Q3 		$818K Buy
7,257
+1,161
+19% +$129K 0.45% 50
2025
Q2 		$657K Sell
6,096
-27
-0.4% -$2.89K 0.44% 50
2025
Q1 		$728K Sell
6,123
-52
-0.8% -$5.75K 0.57% 40
2024
Q4 		$664K Sell
6,175
-355
-5% -$41.5K 0.51% 41
2024
Q3 		$765K Buy
6,530
+102
+2% +$11.8K 0.61% 37
2024
Q2 		$740K Buy
6,428
+875
+16% +$102K 0.64% 35
2024
Q1 		$645K Sell
5,553
-1,962
-26% -$205K 0.56% 37
2023
Q4 		$751K Sell
7,515
-110
-1% -$11.6K 0.61% 36
2023
Q3 		$897K Sell
7,625
-187
-2% -$20.5K 0.82% 29
2023
Q2 		$838K Buy
7,812
+52
+0.7% +$5.67K 0.72% 33
2023
Q1 		$851K Sell
7,760
-260
-3% -$28.8K 0.81% 30
2022
Q4 		$885K Sell
8,020
-208
-3% -$22.3K 0.91% 30
2022
Q3 		$718K Buy
8,228
+627
+8% +$57.2K 0.98% 28
2022
Q2 		$651K Buy
7,601
+140
+2% +$12.6K 0.84% 32
2022
Q1 		$616K Hold
7,461
– – 0.75% 35
2021
Q4 		$457K Buy
+7,461
New +$466K 0.53% 46

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

Barnes Pettey Financial Advisors's XOM Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 7,147 shares worth $977K. The position accounts for 0.31% of the portfolio, ranked #65.

Barnes Pettey Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q1 2026. 2,247 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Barnes Pettey Financial Advisors held 7,147 shares of ExxonMobil worth $977K as of Q2 2026.
  • Barnes Pettey Financial Advisors left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.31% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Barnes Pettey Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's ExxonMobil position peaked at $1.21M in Q1 2026.
  • 2,247 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.