Cary Street Partners Investment Advisory’s ExxonMobil XOM Stock Holding History

Cary Street Partners Investment Advisory’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	$1.72M	Buy	12,548 +145	+1%	+$21.7K	0.35%	71
2026 Q1	$2.1M	Buy	12,403 +743	+6%	+$108K	0.54%	46
2025 Q4	$1.4M	Buy	11,660 +179	+2%	+$20.8K	0.38%	69
2025 Q3	$1.29M	Buy	11,481 +1,299	+13%	+$144K	0.54%	40
2025 Q2	$1.1M	Buy	10,182 +905	+10%	+$96.7K	0.53%	41
2025 Q1	$1.1M	Buy	9,277 +1,575	+20%	+$174K	0.64%	34
2024 Q4	$829K	Sell	7,702 -125,894	-94%	-$14.7M	0.54%	41
2024 Q3	$15.7M	Buy	133,596 +5,232	+4%	+$604K	0.58%	41
2024 Q2	$14.8M	Buy	128,364 +3,703	+3%	+$431K	0.6%	40
2024 Q1	$14.5M	Buy	124,661 +1,620	+1%	+$169K	0.61%	37
2023 Q4	$12.3M	Buy	123,041 +5,756	+5%	+$605K	0.59%	37
2023 Q3	$13.8M	Buy	117,285 +11,120	+10%	+$1.22M	0.74%	29
2023 Q2	$11.4M	Buy	106,165 +1,735	+2%	+$189K	0.73%	31
2023 Q1	$11.5M	Sell	104,430 -2,259	-2%	-$250K	0.82%	31
2022 Q4	$11.8M	Sell	106,689 -2,116	-2%	-$227K	0.87%	26
2022 Q3	$9.5M	Buy	108,805 +18,198	+20%	+$1.66M	0.78%	37
2022 Q2	$7.76M	Buy	90,607 +77,073	+569%	+$6.95M	0.66%	43
2022 Q1	$1.12M	Buy	13,534 +1,487	+12%	+$116K	0.31%	98
2021 Q4	$737K	Buy	12,047 +2,619	+28%	+$164K	0.2%	121
2021 Q3	$555K	Sell	9,428 -468	-5%	-$26.7K	0.18%	126
2021 Q2	$624K	Sell	9,896 -451	-4%	-$26.9K	0.2%	113
2021 Q1	$578K	Sell	10,347 -105,332	-91%	-$5.52M	0.24%	102
2020 Q4	$4.77M	Buy	115,679 +93,524	+422%	+$3.51M	0.92%	22
2020 Q3	$761K	Buy	22,155 +15,773	+247%	+$645K	0.16%	149
2020 Q2	$285K	Sell	6,382 -365	-5%	-$16.4K	0.4%	79
2020 Q1	$256K	Sell	6,747 -8,283	-55%	-$457K	0.6%	47
2019 Q4	$1.05M	Buy	+15,030	New	+$1.04M	1.15%	22
2018 Q4	$922K	Buy	+13,516	New	+$1.06M	0.9%	17

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cary Street Partners Investment Advisory's XOM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its ExxonMobil (XOM) stake by 1.2% in Q2 2026, buying an estimated $21.7K and bringing the position to 12,548 shares worth $1.72M. The position accounts for 0.35% of the portfolio, ranked #71.

Cary Street Partners Investment Advisory first reported a position in XOM in Q4 2018 and has held it in 28 quarters since. The position peaked at $15.7M in Q3 2024. 3,259 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Cary Street Partners Investment Advisory held 12,548 shares of ExxonMobil worth $1.72M as of Q2 2026.
Cary Street Partners Investment Advisory bought 145 ExxonMobil shares in Q2 2026, an estimated $21.7K.
ExxonMobil made up 0.35% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #71 holding.
Cary Street Partners Investment Advisory first reported a position in ExxonMobil in Q4 2018 and has held it in 28 quarters since.
Cary Street Partners Investment Advisory's ExxonMobil position peaked at $15.7M in Q3 2024.
3,259 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.