BHK Investment Advisors’s ExxonMobil XOM Stock Holding History

BHK 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	$248K	Sell	1,812 -2,303	-56%	-$345K	0.07%	75
2026 Q1	$698K	Sell	4,115 -524	-11%	-$76.5K	0.23%	47
2025 Q4	$558K	Buy	+4,639	New	+$538K	0.18%	49
2019 Q1	–	Sell	-2,939	Closed	-$200K	–	91
2018 Q4	$200K	Hold	2,939	–	–	0.15%	66
2018 Q3	$250K	Hold	2,939	–	–	0.17%	64
2018 Q2	$243K	Buy	+2,939	New	+$234K	0.17%	65

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

BHK Investment Advisors reduced its ExxonMobil (XOM) stake by 56% in Q2 2026, selling an estimated $345K and leaving 1,812 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #75.

BHK Investment Advisors first reported a position in XOM in Q2 2018 and has held it in 6 quarters since. The position peaked at $698K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

BHK Investment Advisors held 1,812 shares of ExxonMobil worth $248K as of Q2 2026.
BHK Investment Advisors sold 2,303 ExxonMobil shares in Q2 2026, an estimated $345K.
ExxonMobil made up 0.07% of BHK Investment Advisors's portfolio in Q2 2026, its #75 holding.
BHK Investment Advisors first reported a position in ExxonMobil in Q2 2018 and has held it in 6 quarters since.
BHK Investment Advisors's ExxonMobil position peaked at $698K in Q1 2026.
1,696 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.