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Cladis Investment Advisory’s ExxonMobil XOM Stock Holding History

Cladis Investment Advisory’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 		$2.9M Sell
21,199
-98
-0.5% -$14.7K 1.35% 16
2026
Q1 		$3.61M Sell
21,297
-339
-2% -$49.5K 1.99% 8
2025
Q4 		$2.6M Buy
21,636
+102
+0.5% +$11.8K 1.43% 15
2025
Q3 		$2.43M Buy
21,534
+3
+0% +$333 1.39% 14
2025
Q2 		$2.32M Buy
21,531
+2,229
+12% +$238K 1.45% 15
2025
Q1 		$2.3M Buy
19,302
+78
+0.4% +$8.63K 1.66% 14
2024
Q4 		$2.07M Sell
19,224
-348
-2% -$40.7K 1.47% 16
2024
Q3 		$2.29M Sell
19,572
-257
-1% -$29.7K 1.59% 12
2024
Q2 		$2.28M Buy
19,829
+3,096
+19% +$361K 1.66% 11
2024
Q1 		$1.95M Sell
16,733
-1,213
-7% -$127K 1.43% 15
2023
Q4 		$1.79M Sell
17,946
-678
-4% -$71.3K 1.41% 15
2023
Q3 		$2.19M Buy
18,624
+1,703
+10% +$187K 1.92% 10
2023
Q2 		$1.81M Buy
16,921
+1,102
+7% +$120K 1.58% 14
2023
Q1 		$1.73M Buy
15,819
+362
+2% +$40K 1.56% 14
2022
Q4 		$1.7M Sell
15,457
-647
-4% -$69.3K 1.7% 13
2022
Q3 		$1.41M Sell
16,104
-658
-4% -$60.1K 1.52% 15
2022
Q2 		$1.44M Sell
16,762
-3,097
-16% -$279K 1.43% 19
2022
Q1 		$1.64M Sell
19,859
-97
-0.5% -$7.54K 1.33% 17
2021
Q4 		$1.22M Buy
+19,956
New +$1.25M 0.98% 30

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

Cladis Investment Advisory's XOM Position: Q2 2026 in Review

Cladis Investment Advisory reduced its ExxonMobil (XOM) stake by 0.46% in Q2 2026, selling an estimated $14.7K and leaving 21,199 shares worth $2.9M. The position accounts for 1.35% of the portfolio, ranked #16.

Cladis Investment Advisory first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.61M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cladis Investment Advisory held 21,199 shares of ExxonMobil worth $2.9M as of Q2 2026.
  • Cladis Investment Advisory sold 98 ExxonMobil shares in Q2 2026, an estimated $14.7K.
  • ExxonMobil made up 1.35% of Cladis Investment Advisory's portfolio in Q2 2026, its #16 holding.
  • Cladis Investment Advisory first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Cladis Investment Advisory's ExxonMobil position peaked at $3.61M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.