C1AG
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Client 1st Advisory Group’s ExxonMobil XOM Stock Holding History

Client 1st Advisory Group’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 		$2.91M Buy
21,253
+393
+2% +$58.8K 0.76% 27
2026
Q1 		$3.54M Sell
20,860
-12,520
-38% -$1.83M 1.08% 21
2025
Q4 		$4.02M Buy
33,380
+1,178
+4% +$137K 1.26% 20
2025
Q3 		$3.63M Buy
32,202
+440
+1% +$48.9K 1.2% 20
2025
Q2 		$3.42M Sell
31,762
-4,028
-11% -$431K 1.24% 18
2025
Q1 		$4.26M Buy
35,790
+1
+0% +$111 1.66% 13
2024
Q4 		$3.85M Buy
35,789
+1
+0% +$117 1.48% 15
2024
Q3 		$4.2M Buy
35,788
+104
+0.3% +$12K 1.67% 13
2024
Q2 		$4.11M Hold
35,684
– – 1.77% 12
2024
Q1 		$4.15M Sell
35,684
-150
-0.4% -$15.7K 1.86% 12
2023
Q4 		$3.58M Hold
35,834
– – 1.74% 14
2023
Q3 		$4.21M Buy
35,834
+400
+1% +$43.9K 2.23% 12
2023
Q2 		$3.8M Hold
35,434
– – 2% 11
2023
Q1 		$3.89M Hold
35,434
– – 2.11% 10
2022
Q4 		$3.91M Hold
35,434
– – 2.28% 10
2022
Q3 		$3.09M Buy
35,434
+416
+1% +$38K 1.92% 15
2022
Q2 		$3M Hold
35,018
– – 1.78% 18
2022
Q1 		$2.89M Sell
35,018
-18
-0.1% -$1.4K 1.41% 19
2021
Q4 		$2.14M Sell
35,036
-108
-0.3% -$6.75K 1.05% 19
2021
Q3 		$2.07M Sell
35,144
-37
-0.1% -$2.11K 1.06% 19
2021
Q2 		$2.22M Sell
35,181
-56
-0.2% -$3.34K 1.15% 21
2021
Q1 		$1.97M Buy
35,237
+30,281
+611% +$1.59M 1.13% 22
2020
Q4 		$237K Buy
+4,956
New +$186K 0.15% 54
2020
Q3 		– Sell
-4,588
Closed -$202K – 65
2020
Q2 		$202K Buy
+4,588
New +$206K 0.17% 57
2020
Q1 		– Sell
-5,659
Closed -$395K – 58
2019
Q4 		$395K Buy
+5,659
New +$391K 0.39% 37

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

Client 1st Advisory Group's XOM Position: Q2 2026 in Review

Client 1st Advisory Group increased its ExxonMobil (XOM) stake by 1.9% in Q2 2026, buying an estimated $58.8K and bringing the position to 21,253 shares worth $2.91M. The position accounts for 0.76% of the portfolio, ranked #27.

Client 1st Advisory Group first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.26M in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Client 1st Advisory Group held 21,253 shares of ExxonMobil worth $2.91M as of Q2 2026.
  • Client 1st Advisory Group bought 393 ExxonMobil shares in Q2 2026, an estimated $58.8K.
  • ExxonMobil made up 0.76% of Client 1st Advisory Group's portfolio in Q2 2026, its #27 holding.
  • Client 1st Advisory Group first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
  • Client 1st Advisory Group's ExxonMobil position peaked at $4.26M in Q1 2025.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.