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CGN Advisors’s ExxonMobil XOM Stock Holding History

CGN 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 		$540K Sell
3,950
-743
-16% -$111K 0.04% 223
2026
Q1 		$796K Buy
4,693
+16
+0.3% +$2.33K 0.06% 195
2025
Q4 		$563K Buy
4,677
+98
+2% +$11.4K 0.04% 217
2025
Q3 		$516K Sell
4,579
-200
-4% -$22.2K 0.04% 214
2025
Q2 		$515K Sell
4,779
-365
-7% -$39K 0.05% 219
2025
Q1 		$612K Buy
5,144
+1,652
+47% +$183K 0.06% 199
2024
Q4 		$376K Buy
3,492
+7
+0.2% +$819 0.04% 230
2024
Q3 		$409K Buy
3,485
+209
+6% +$24.1K 0.04% 217
2024
Q2 		$377K Hold
3,276
– – 0.04% 210
2024
Q1 		$381K Sell
3,276
-50
-2% -$5.23K 0.05% 199
2023
Q4 		$333K Sell
3,326
-2,764
-45% -$291K 0.05% 207
2023
Q3 		$716K Buy
6,090
+986
+19% +$108K 0.1% 165
2023
Q2 		$547K Buy
5,104
+316
+7% +$34.5K 0.08% 167
2023
Q1 		$525K Sell
4,788
-568
-11% -$62.8K 0.08% 169
2022
Q4 		$591K Buy
5,356
+398
+8% +$42.6K 0.1% 160
2022
Q3 		$433K Buy
4,958
+2,133
+76% +$195K 0.11% 172
2022
Q2 		$242K Sell
2,825
-3
-0.1% -$271 0.07% 194
2022
Q1 		$234K Sell
2,828
-780
-22% -$60.6K 0.06% 200
2021
Q4 		$221K Buy
+3,608
New +$225K 0.06% 201
2021
Q3 		– Sell
-3,507
Closed -$221K – 214
2021
Q2 		$221K Buy
+3,507
New +$209K 0.07% 203

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

CGN Advisors's XOM Position: Q2 2026 in Review

CGN Advisors reduced its ExxonMobil (XOM) stake by 16% in Q2 2026, selling an estimated $111K and leaving 3,950 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #223.

CGN Advisors first reported a position in XOM in Q2 2021 and has held it in 20 quarters since. The position peaked at $796K in Q1 2026. 2,195 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • CGN Advisors held 3,950 shares of ExxonMobil worth $540K as of Q2 2026.
  • CGN Advisors sold 743 ExxonMobil shares in Q2 2026, an estimated $111K.
  • ExxonMobil made up 0.04% of CGN Advisors's portfolio in Q2 2026, its #223 holding.
  • CGN Advisors first reported a position in ExxonMobil in Q2 2021 and has held it in 20 quarters since.
  • CGN Advisors's ExxonMobil position peaked at $796K in Q1 2026.
  • 2,195 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.