Claro Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $466K | Sell |
3,405
-39,929
| -92% | -$5.98M | 0.05% | 284 |
|
|
2026
Q1 | $7.35M | Buy |
43,334
+1,574
| +4% | +$230K | 0.89% | 25 |
|
|
2025
Q4 | $5.03M | Buy |
41,760
+1,039
| +3% | +$121K | 0.68% | 28 |
|
|
2025
Q3 | $4.59M | Buy |
40,721
+230
| +0.6% | +$25.6K | 0.67% | 30 |
|
|
2025
Q2 | $4.36M | Sell |
40,491
-2,803
| -6% | -$300K | 0.72% | 29 |
|
|
2025
Q1 | $5.15M | Buy |
43,294
+1,152
| +3% | +$127K | 0.69% | 23 |
|
|
2024
Q4 | $4.53M | Sell |
42,142
-6,866
| -14% | -$803K | 0.61% | 27 |
|
|
2024
Q3 | $5.74M | Buy |
49,008
+4,465
| +10% | +$516K | 0.74% | 24 |
|
|
2024
Q2 | $5.13M | Buy |
44,543
+2,509
| +6% | +$292K | 0.8% | 25 |
|
|
2024
Q1 | $4.89M | Buy |
42,034
+2,738
| +7% | +$286K | 0.85% | 24 |
|
|
2023
Q4 | $3.93M | Sell |
39,296
-1,269
| -3% | -$133K | 0.85% | 22 |
|
|
2023
Q3 | $4.77M | Buy |
40,565
+884
| +2% | +$97K | 1.19% | 14 |
|
|
2023
Q2 | $4.26M | Sell |
39,681
-39
| -0.1% | -$4.25K | 1.06% | 14 |
|
|
2023
Q1 | $4.36M | Buy |
39,720
+11,566
| +41% | +$1.28M | 1.28% | 12 |
|
|
2022
Q4 | $3.11M | Buy |
28,154
+15,057
| +115% | +$1.61M | 1.02% | 17 |
|
|
2022
Q3 | $1.12M | Hold |
13,097
| – | – | 0.45% | 52 |
|
|
2022
Q2 | $1.12M | Buy |
13,097
+1,463
| +13% | +$132K | 0.45% | 52 |
|
|
2022
Q1 | $712K | Hold |
11,634
| – | – | 0.26% | 99 |
|
|
2021
Q4 | $712K | Sell |
11,634
-11,422
| -50% | -$714K | 0.26% | 99 |
|
|
2021
Q3 | $1.36M | Sell |
23,056
-71
| -0.3% | -$4.05K | 0.57% | 37 |
|
|
2021
Q2 | $1.46M | Buy |
23,127
+284
| +1% | +$17K | 0.66% | 34 |
|
|
2021
Q1 | $1.27M | Buy |
22,843
+264
| +1% | +$13.8K | 0.65% | 38 |
|
|
2020
Q4 | $931K | Sell |
22,579
-1,047
| -4% | -$39.3K | 0.49% | 53 |
|
|
2020
Q3 | $811K | Buy |
23,626
+10,618
| +82% | +$434K | 0.51% | 49 |
|
|
2020
Q2 | $582K | Sell |
13,008
-300
| -2% | -$13.5K | 0.4% | 71 |
|
|
2020
Q1 | $505K | Sell |
13,308
-1,837
| -12% | -$101K | 0.47% | 64 |
|
|
2019
Q4 | $1.06M | Buy |
15,145
+1,591
| +12% | +$110K | 0.81% | 32 |
|
|
2019
Q3 | $957K | Sell |
13,554
-505
| -4% | -$36.5K | 0.85% | 30 |
|
|
2019
Q2 | $1.08M | Sell |
14,059
-1,653
| -11% | -$128K | 0.99% | 27 |
|
|
2019
Q1 | $1.27M | Buy |
15,712
+2,299
| +17% | +$175K | 1.26% | 16 |
|
|
2018
Q4 | $1.14M | Buy |
+13,413
| New | +$1.05M | 0.91% | 20 |
|
Other funds holding XOM
Claro Advisors's XOM Position: Q2 2026 in Review
Claro Advisors reduced its ExxonMobil (XOM) stake by 92% in Q2 2026, selling an estimated $5.98M and leaving 3,405 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #284.
Claro Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.35M in Q1 2026. 4,241 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Claro Advisors held 3,405 shares of ExxonMobil worth $466K as of Q2 2026.
- Claro Advisors sold 39,929 ExxonMobil shares in Q2 2026, an estimated $5.98M.
- ExxonMobil made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #284 holding.
- Claro Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's ExxonMobil position peaked at $7.35M in Q1 2026.
- 4,241 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.