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Barry Investment Advisors’s ExxonMobil XOM Stock Holding History

Barry Investment 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 		– Sell
-5,559
Closed -$943K – 106
2026
Q1 		$943K Sell
5,559
-851
-13% -$124K 0.21% 47
2025
Q4 		$771K Buy
6,410
+229
+4% +$26.6K 0.17% 48
2025
Q3 		$697K Sell
6,181
-3,065
-33% -$341K 0.16% 58
2025
Q2 		$997K Buy
9,246
+3,205
+53% +$343K 0.25% 51
2025
Q1 		$718K Buy
6,041
+4
+0.1% +$442 0.19% 55
2024
Q4 		$649K Sell
6,037
-339
-5% -$39.7K 0.21% 58
2024
Q3 		$747K Sell
6,376
-417
-6% -$48.1K 0.23% 54
2024
Q2 		$782K Buy
6,793
+4
+0.1% +$466 0.26% 52
2024
Q1 		$789K Sell
6,789
-308
-4% -$32.2K 0.26% 48
2023
Q4 		$710K Sell
7,097
-404
-5% -$42.5K 0.24% 53
2023
Q3 		$882K Sell
7,501
-438
-6% -$48K 0.32% 50
2023
Q2 		$851K Buy
7,939
+4
+0.1% +$436 0.29% 56
2023
Q1 		$870K Buy
7,935
+1,986
+33% +$220K 0.29% 53
2022
Q4 		$656K Buy
5,949
+4
+0.1% +$429 0.21% 66
2022
Q3 		$519K Sell
5,945
-165
-3% -$15.1K 0.18% 66
2022
Q2 		$523K Sell
6,110
-52
-0.8% -$4.69K 0.16% 74
2022
Q1 		$509K Buy
6,162
+5
+0.1% +$389 0.14% 82
2021
Q4 		$377K Sell
6,157
-433
-7% -$27.1K 0.1% 90
2021
Q3 		$388K Buy
6,590
+14
+0.2% +$798 0.11% 85
2021
Q2 		$415K Sell
6,576
-224
-3% -$13.4K 0.11% 77
2021
Q1 		$380K Buy
6,800
+144
+2% +$7.55K 0.1% 80
2020
Q4 		$274K Sell
6,656
-220
-3% -$8.25K 0.08% 89
2020
Q3 		$236K Sell
6,876
-910
-12% -$37.2K 0.08% 75
2020
Q2 		$348K Buy
7,786
+1,009
+15% +$45.3K 0.12% 57
2020
Q1 		$257K Buy
6,777
+2,700
+66% +$149K 0.13% 58
2019
Q4 		$285K Buy
4,077
+369
+10% +$25.5K 0.1% 55
2019
Q3 		$262K Sell
3,708
-812
-18% -$58.7K 0.09% 53
2019
Q2 		$346K Sell
4,520
-33,133
-88% -$2.56M 0.12% 49
2019
Q1 		$3.04M Sell
37,653
-4,322
-10% -$330K 0.95% 31
2018
Q4 		$2.86M Sell
41,975
-725
-2% -$56.9K 1.07% 30
2018
Q3 		$3.63M Sell
42,700
-270
-0.6% -$22.1K 1.22% 27
2018
Q2 		$3.56M Buy
42,970
+11
+0% +$876 1.36% 25
2018
Q1 		$3.21M Sell
42,959
-1,349
-3% -$108K 1.22% 25
2017
Q4 		$3.71M Sell
44,308
-1,740
-4% -$144K 1.38% 24
2017
Q3 		$3.77M Sell
46,048
-3,305
-7% -$262K 1.39% 23
2017
Q2 		$3.98M Sell
49,353
-4,498
-8% -$368K 1.5% 23
2017
Q1 		$4.42M Sell
53,851
-5,012
-9% -$419K 1.64% 21
2016
Q4 		$5.31M Sell
58,863
-2,706
-4% -$236K 1.86% 21
2016
Q3 		$5.37M Buy
61,569
+358
+0.6% +$31.8K 1.85% 22
2016
Q2 		$5.74M Buy
61,211
+811
+1% +$71.7K 2.23% 19
2016
Q1 		$5.05M Buy
60,400
+11,268
+23% +$902K 1.61% 25
2015
Q4 		$3.83M Buy
49,132
+44,265
+909% +$3.54M 1.25% 26
2015
Q3 		$362K Buy
4,867
+243
+5% +$18.7K 0.12% 59
2015
Q2 		$385K Buy
4,624
+34
+0.7% +$2.92K 0.39% 30
2015
Q1 		$390K Buy
4,590
+223
+5% +$19.8K 0.12% 60
2014
Q4 		$404K Buy
+4,367
New +$407K 0.13% 59

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Barry Investment Advisors's XOM Position: Q2 2026 in Review

Barry Investment Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 5,559 shares — an estimated $943K sold.

Barry Investment Advisors first reported a position in XOM in Q4 2014 and held it in 46 quarters. The position peaked at $5.74M in Q2 2016. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Barry Investment Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Barry Investment Advisors sold 5,559 ExxonMobil shares in Q2 2026, an estimated $943K.
  • Barry Investment Advisors first reported a position in ExxonMobil in Q4 2014 and held it in 46 quarters.
  • Barry Investment Advisors's ExxonMobil position peaked at $5.74M in Q2 2016.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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