Clear Trail Advisors’s ExxonMobil XOM Stock Holding History

Clear Trail 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	$32.2M	Sell	235,825 -787	-0.3%	-$118K	4.92%	2
2026 Q1	$40.1M	Sell	236,612 -2,114	-0.9%	-$309K	6.68%	1
2025 Q4	$28.7M	Buy	+238,726	New	+$27.7M	6.66%	2

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Trail Advisors's XOM Position: Q2 2026 in Review

Clear Trail Advisors reduced its ExxonMobil (XOM) stake by 0.33% in Q2 2026, selling an estimated $118K and leaving 235,825 shares worth $32.2M. The position accounts for 4.92% of the portfolio, ranked #2.

Clear Trail Advisors first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.1M in Q1 2026. 4,236 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Clear Trail Advisors held 235,825 shares of ExxonMobil worth $32.2M as of Q2 2026.
Clear Trail Advisors sold 787 ExxonMobil shares in Q2 2026, an estimated $118K.
ExxonMobil made up 4.92% of Clear Trail Advisors's portfolio in Q2 2026, its #2 holding.
Clear Trail Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Clear Trail Advisors's ExxonMobil position peaked at $40.1M in Q1 2026.
4,236 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.