Cetera Investment Advisers
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Cetera Investment Advisers’s ExxonMobil XOM Stock Holding History

Cetera Investment Advisers’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
2025
Q4 		– Sell
-500
Closed -$1.68K – 4886
2025
Q3 		$1.68K Buy
+500
New +$55.6K ﹤0.01% 4547
2024
Q1 		– Sell
-2,200
Closed -$15.8K – 3733
2023
Q4 		$15.8K Buy
+2,200
New +$231K ﹤0.01% 2200

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

Cetera Investment Advisers's XOM Position: Q2 2026 in Review

Cetera Investment Advisers increased its ExxonMobil (XOM) stake by 2.6% in Q2 2026, buying an estimated $9.44M and bringing the position to 2,444,155 shares worth $334M. The position accounts for 0.3% of the portfolio, ranked #57.

Cetera Investment Advisers first reported a position in XOM in Q4 2015 and has held it in 43 quarters since. The position peaked at $404M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cetera Investment Advisers held 2,444,155 shares of ExxonMobil worth $334M as of Q2 2026.
  • Cetera Investment Advisers bought 63,076 ExxonMobil shares in Q2 2026, an estimated $9.44M.
  • ExxonMobil made up 0.3% of Cetera Investment Advisers's portfolio in Q2 2026, its #57 holding.
  • Cetera Investment Advisers first reported a position in ExxonMobil in Q4 2015 and has held it in 43 quarters since.
  • Cetera Investment Advisers's ExxonMobil position peaked at $404M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.