Columbia Advisory Partners’s ExxonMobil XOM Stock Holding History

Columbia Advisory Partners’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	$517K	Sell	3,778 -30	-0.8%	-$4.49K	0.28%	55
2026 Q1	$646K	Sell	3,808 -341	-8%	-$49.8K	0.41%	42
2025 Q4	$499K	Buy	4,149 +7	+0.2%	+$812	0.34%	42
2025 Q3	$467K	Sell	4,142 -252	-6%	-$28K	0.32%	46
2025 Q2	$474K	Buy	4,394 +109	+3%	+$11.7K	0.36%	45
2025 Q1	$510K	Buy	4,285 +1,075	+33%	+$119K	0.44%	38
2024 Q4	$345K	Buy	+3,210	New	+$375K	0.32%	47

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Columbia Advisory Partners's XOM Position: Q2 2026 in Review

Columbia Advisory Partners reduced its ExxonMobil (XOM) stake by 0.79% in Q2 2026, selling an estimated $4.49K and leaving 3,778 shares worth $517K. The position accounts for 0.28% of the portfolio, ranked #55.

Columbia Advisory Partners first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $646K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Columbia Advisory Partners held 3,778 shares of ExxonMobil worth $517K as of Q2 2026.
Columbia Advisory Partners sold 30 ExxonMobil shares in Q2 2026, an estimated $4.49K.
ExxonMobil made up 0.28% of Columbia Advisory Partners's portfolio in Q2 2026, its #55 holding.
Columbia Advisory Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Columbia Advisory Partners's ExxonMobil position peaked at $646K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.