CPA
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Cathy Pareto & Associates’s ExxonMobil XOM Stock Holding History

Cathy Pareto & Associates’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
-1,510
Closed -$257K – 106
2026
Q1 		$257K Buy
+1,510
New +$220K 0.17% 87

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Cathy Pareto & Associates's XOM Position: Q2 2026 in Review

Cathy Pareto & Associates sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,510 shares — an estimated $257K sold.

Cathy Pareto & Associates first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $257K in Q1 2026. 1,145 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cathy Pareto & Associates reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Cathy Pareto & Associates sold 1,510 ExxonMobil shares in Q2 2026, an estimated $257K.
  • Cathy Pareto & Associates first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
  • Cathy Pareto & Associates's ExxonMobil position peaked at $257K in Q1 2026.
  • 1,145 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.