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Cohen Investment Advisors’s ExxonMobil XOM Stock Holding History

Cohen Investment 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 		$4.83M Sell
35,299
-745
-2% -$112K 2.16% 17
2026
Q1 		$6.12M Sell
36,044
-352
-1% -$51.4K 2.91% 9
2025
Q4 		$4.38M Buy
36,396
+201
+0.6% +$23.3K 2.01% 18
2025
Q3 		$4.08M Buy
36,195
+1,689
+5% +$188K 1.98% 20
2025
Q2 		$3.72M Buy
34,506
+1,392
+4% +$149K 1.94% 20
2025
Q1 		$3.94M Buy
33,114
+1,063
+3% +$118K 2.29% 12
2024
Q4 		$3.45M Buy
32,051
+464
+1% +$54.3K 2.08% 16
2024
Q3 		$3.7M Sell
31,587
-1,751
-5% -$202K 2.26% 11
2024
Q2 		$3.92M Buy
33,338
+425
+1% +$49.5K 3.15% 5
2024
Q1 		$3.83M Buy
32,913
+327
+1% +$34.2K 2.48% 9
2023
Q4 		$3.26M Sell
32,586
-752
-2% -$79K 2.4% 10
2023
Q3 		$3.92M Sell
33,338
-1,368
-4% -$150K 3.15% 5
2023
Q2 		$3.72M Buy
34,706
+371
+1% +$40.5K 2.99% 5
2023
Q1 		$3.77M Sell
34,335
-1,316
-4% -$146K 2.98% 5
2022
Q4 		$3.93M Sell
35,651
-189
-0.5% -$20.3K 3.28% 4
2022
Q3 		$3.13M Buy
35,840
+50
+0.1% +$4.57K 2.87% 5
2022
Q2 		$3.06M Sell
35,790
-183
-0.5% -$16.5K 2.62% 7
2022
Q1 		$2.97M Buy
35,973
+101
+0.3% +$7.85K 2.21% 13
2021
Q4 		$2.19M Buy
35,872
+1,851
+5% +$116K 1.56% 31
2021
Q3 		$2M Buy
34,021
+631
+2% +$36K 1.53% 37
2021
Q2 		$2.11M Buy
33,390
+690
+2% +$41.2K 1.64% 32
2021
Q1 		$1.85M Sell
32,700
-2,154
-6% -$113K 1.51% 35
2020
Q4 		$1.44M Buy
+34,854
New +$1.31M 1.3% 38

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

Cohen Investment Advisors's XOM Position: Q2 2026 in Review

Cohen Investment Advisors reduced its ExxonMobil (XOM) stake by 2.1% in Q2 2026, selling an estimated $112K and leaving 35,299 shares worth $4.83M. The position accounts for 2.16% of the portfolio, ranked #17.

Cohen Investment Advisors first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.12M in Q1 2026. 4,268 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cohen Investment Advisors held 35,299 shares of ExxonMobil worth $4.83M as of Q2 2026.
  • Cohen Investment Advisors sold 745 ExxonMobil shares in Q2 2026, an estimated $112K.
  • ExxonMobil made up 2.16% of Cohen Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Cohen Investment Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Cohen Investment Advisors's ExxonMobil position peaked at $6.12M in Q1 2026.
  • 4,268 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.