Bay Capital Advisors’s ExxonMobil XOM Stock Holding History

Bay Capital 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	$766K	Sell	5,600 -340	-6%	-$50.9K	0.41%	43
2026 Q1	$1.01M	Sell	5,940 -1	-0%	-$146	0.62%	29
2025 Q4	$715K	Sell	5,941 -108	-2%	-$12.5K	0.44%	47
2025 Q3	$682K	Sell	6,049 -124	-2%	-$13.8K	0.44%	44
2025 Q2	$665K	Sell	6,173 -23	-0.4%	-$2.46K	0.51%	44
2025 Q1	$737K	Sell	6,196 -675	-10%	-$74.7K	0.61%	36
2024 Q4	$739K	Buy	+6,871	New	+$804K	0.59%	36

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bay Capital Advisors's XOM Position: Q2 2026 in Review

Bay Capital Advisors reduced its ExxonMobil (XOM) stake by 5.7% in Q2 2026, selling an estimated $50.9K and leaving 5,600 shares worth $766K. The position accounts for 0.41% of the portfolio, ranked #43.

Bay Capital Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Bay Capital Advisors held 5,600 shares of ExxonMobil worth $766K as of Q2 2026.
Bay Capital Advisors sold 340 ExxonMobil shares in Q2 2026, an estimated $50.9K.
ExxonMobil made up 0.41% of Bay Capital Advisors's portfolio in Q2 2026, its #43 holding.
Bay Capital Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's ExxonMobil position peaked at $1.01M in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.