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CFS Investment Advisory Services’s ExxonMobil XOM Stock Holding History

CFS Investment Advisory Services’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 		$5.79M Sell
42,224
-98
-0.2% -$14.7K 0.39% 59
2026
Q1 		$6.2M Sell
42,322
-447
-1% -$65.2K 0.43% 60
2025
Q4 		$5.15M Buy
42,769
+178
+0.4% +$20.6K 0.38% 67
2025
Q3 		$4.91M Buy
42,591
+2,863
+7% +$318K 0.36% 64
2025
Q2 		$4.28M Sell
39,728
-510
-1% -$54.5K 0.35% 67
2025
Q1 		$4.79M Buy
40,238
+1,326
+3% +$147K 0.43% 53
2024
Q4 		$4.19M Sell
38,912
-269
-0.7% -$31.5K 0.38% 57
2024
Q3 		$4.59M Buy
39,181
+622
+2% +$71.8K 0.39% 53
2024
Q2 		$4.44M Buy
38,559
+511
+1% +$59.5K 0.36% 55
2024
Q1 		$4.42M Buy
38,048
+4,819
+15% +$504K 0.74% 27
2023
Q4 		$3.32M Sell
33,229
-467
-1% -$49.1K 0.6% 29
2023
Q3 		$3.96M Buy
33,696
+336
+1% +$36.9K 0.63% 32
2023
Q2 		$3.58M Buy
33,360
+18
+0.1% +$1.96K 0.46% 39
2023
Q1 		$3.66M Buy
33,342
+2,177
+7% +$241K 0.66% 29
2022
Q4 		$3.44M Sell
31,165
-1,921,058
-98% -$206M 0.78% 18
2022
Q3 		$2.2M Buy
1,952,223
+1,929,589
+8,525% +$176M 0.51% 31
2022
Q2 		$1.94M Sell
22,634
-1,621,503
-99% -$146M 0.3% 75
2022
Q1 		$34K Buy
1,644,137
+1,624,980
+8,482% +$126M 0.15% 78
2021
Q4 		$1.45M Buy
19,157
+4,232
+28% +$264K 0.19% 111
2021
Q3 		$875K Buy
+14,925
New +$851K 0.12% 141
2020
Q4 		$632K Buy
+15,321
New +$574K 0.1% 135

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CFS Investment Advisory Services's XOM Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its ExxonMobil (XOM) stake by 0.23% in Q2 2026, selling an estimated $14.7K and leaving 42,224 shares worth $5.79M. The position accounts for 0.39% of the portfolio, ranked #59.

CFS Investment Advisory Services first reported a position in XOM in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.2M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • CFS Investment Advisory Services held 42,224 shares of ExxonMobil worth $5.79M as of Q2 2026.
  • CFS Investment Advisory Services sold 98 ExxonMobil shares in Q2 2026, an estimated $14.7K.
  • ExxonMobil made up 0.39% of CFS Investment Advisory Services's portfolio in Q2 2026, its #59 holding.
  • CFS Investment Advisory Services first reported a position in ExxonMobil in Q4 2020 and has held it in 21 quarters since.
  • CFS Investment Advisory Services's ExxonMobil position peaked at $6.2M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.