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CLA (CliftonLarsonAllen) Wealth Advisors’s ExxonMobil XOM Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$6.91M Buy
50,553
+5,937
+13% +$889K 0.09% 85
2026
Q1 		$7.57M Sell
44,616
-649
-1% -$94.7K 0.11% 73
2025
Q4 		$5.45M Buy
45,265
+12,818
+40% +$1.49M 0.08% 85
2025
Q3 		$3.66M Sell
32,447
-2,549
-7% -$283K 0.06% 95
2025
Q2 		$3.77M Buy
34,996
+4,540
+15% +$485K 0.06% 97
2025
Q1 		$3.62M Sell
30,456
-551
-2% -$60.9K 0.07% 94
2024
Q4 		$3.34M Buy
31,007
+5,542
+22% +$648K 0.06% 81
2024
Q3 		$2.98M Buy
25,465
+2,794
+12% +$323K 0.07% 87
2024
Q2 		$2.61M Sell
22,671
-160
-0.7% -$18.6K 0.06% 93
2024
Q1 		$2.65M Buy
22,831
+1,303
+6% +$136K 0.06% 88
2023
Q4 		$2.15M Buy
21,528
+263
+1% +$27.6K 0.05% 99
2023
Q3 		$2.5M Buy
21,265
+81
+0.4% +$8.88K 0.07% 82
2023
Q2 		$2.27M Sell
21,184
-4,830
-19% -$527K 0.06% 92
2023
Q1 		$2.85M Sell
26,014
-1,173
-4% -$130K 0.08% 80
2022
Q4 		$3M Buy
27,187
+203
+0.8% +$21.8K 0.11% 81
2022
Q3 		$2.36M Buy
26,984
+47
+0.2% +$4.29K 0.29% 38
2022
Q2 		$2.31M Buy
26,937
+11,193
+71% +$1.01M 0.1% 88
2022
Q1 		$1.3M Buy
15,744
+4,208
+36% +$327K 0.05% 127
2021
Q4 		$706K Buy
11,536
+430
+4% +$26.9K 0.03% 146
2021
Q3 		$653K Sell
11,106
-1,207
-10% -$68.8K 0.03% 191
2021
Q2 		$777K Buy
12,313
+1,636
+15% +$97.7K 0.03% 176
2021
Q1 		$596K Sell
10,677
-1,618
-13% -$84.8K 0.03% 145
2020
Q4 		$507K Sell
12,295
-204
-2% -$7.65K 0.02% 144
2020
Q3 		$429K Sell
12,499
-4,110
-25% -$168K 0.02% 142
2020
Q2 		$743K Buy
+16,609
New +$745K 0.05% 121
2019
Q4 		$1.16M Sell
16,626
-538
-3% -$37.2K 0.09% 98
2019
Q3 		$1.21M Buy
+17,164
New +$1.24M 0.11% 90
2019
Q1 		– Sell
-17,059
Closed -$1.16M – 142
2018
Q4 		$1.16M Sell
17,059
-601
-3% -$47.2K 0.12% 96
2018
Q3 		$1.5M Sell
17,660
-203
-1% -$16.6K 0.14% 71
2018
Q2 		$1.48M Buy
17,863
+1,657
+10% +$132K 0.14% 73
2018
Q1 		$1.21M Buy
16,206
+456
+3% +$36.5K 0.12% 80
2017
Q4 		$1.32M Sell
15,750
-9,125
-37% -$755K 0.14% 69
2017
Q3 		$2.04M Buy
24,875
+1,167
+5% +$92.7K 0.22% 59
2017
Q2 		$1.91M Buy
23,708
+359
+2% +$29.4K 0.21% 60
2017
Q1 		$1.92M Buy
23,349
+425
+2% +$35.5K 0.21% 59
2016
Q4 		$2.07M Buy
22,924
+2,607
+13% +$228K 0.24% 56
2016
Q3 		$1.77M Buy
20,317
+5,836
+40% +$518K 0.22% 61
2016
Q2 		$1.36M Sell
14,481
-2,522
-15% -$223K 0.2% 66
2016
Q1 		$1.42M Buy
17,003
+932
+6% +$74.6K 0.22% 63
2015
Q4 		$1.25M Sell
16,071
-543
-3% -$43.4K 0.21% 66
2015
Q3 		$1.24M Buy
16,614
+3,506
+27% +$270K 0.23% 66
2015
Q2 		$1.09M Sell
13,108
-700
-5% -$60.2K 0.22% 62
2015
Q1 		$1.17M Buy
13,808
+144
+1% +$12.8K 0.26% 55
2014
Q4 		$1.26M Buy
13,664
+3,436
+34% +$320K 0.27% 47
2014
Q3 		$962K Sell
10,228
-279
-3% -$27.8K 0.21% 55
2014
Q2 		$1.06M Sell
10,507
-170
-2% -$17.1K 0.21% 57
2014
Q1 		$1.04M Sell
10,677
-2,009
-16% -$192K 0.23% 57
2013
Q4 		$1.28M Buy
+12,686
New +$1.17M 0.32% 52

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

CLA (CliftonLarsonAllen) Wealth Advisors's XOM Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $889K and bringing the position to 50,553 shares worth $6.91M. The position accounts for 0.09% of the portfolio, ranked #85.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in XOM in Q4 2013 and has held it in 48 quarters since. The position peaked at $7.57M in Q1 2026. 2,113 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 50,553 shares of ExxonMobil worth $6.91M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 5,937 ExxonMobil shares in Q2 2026, an estimated $889K.
  • ExxonMobil made up 0.09% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 48 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's ExxonMobil position peaked at $7.57M in Q1 2026.
  • 2,113 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.