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Concurrent Investment Advisors’s ExxonMobil XOM Stock Holding History

Concurrent 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
2024
Q4 		– Sell
-600
Closed -$70.3K – 1220
2024
Q3 		$70.3K Buy
+600
New +$69.3K ﹤0.01% 1012
2024
Q2 		– Sell
-100
Closed -$11.6K – 1086
2024
Q1 		$11.6K Buy
+100
New +$10.5K ﹤0.01% 908

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 283,419 shares — an estimated $48.1M sold.

Concurrent Investment Advisors first reported a position in XOM in Q4 2023 and held it in 10 quarters. The position peaked at $48.1M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 283,419 ExxonMobil shares in Q2 2026, an estimated $48.1M.
  • Concurrent Investment Advisors first reported a position in ExxonMobil in Q4 2023 and held it in 10 quarters.
  • Concurrent Investment Advisors's ExxonMobil position peaked at $48.1M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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