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Cumberland Advisors’s ExxonMobil XOM Stock Holding History

Cumberland 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 		$273K Buy
2,000
+300
+18% +$44.9K 0.1% 45
2026
Q1 		$288K Hold
1,700
– – 0.11% 43
2025
Q4 		$205K Buy
+1,700
New +$197K 0.08% 48
2025
Q2 		– Sell
-1,719
Closed -$204K – 51
2025
Q1 		$204K Buy
+1,719
New +$190K 0.09% 47

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

Cumberland Advisors's XOM Position: Q2 2026 in Review

Cumberland Advisors increased its ExxonMobil (XOM) stake by 18% in Q2 2026, buying an estimated $44.9K and bringing the position to 2,000 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #45.

Cumberland Advisors first reported a position in XOM in Q1 2025 and has held it in 4 quarters since. The position peaked at $288K in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cumberland Advisors held 2,000 shares of ExxonMobil worth $273K as of Q2 2026.
  • Cumberland Advisors bought 300 ExxonMobil shares in Q2 2026, an estimated $44.9K.
  • ExxonMobil made up 0.1% of Cumberland Advisors's portfolio in Q2 2026, its #45 holding.
  • Cumberland Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 4 quarters since.
  • Cumberland Advisors's ExxonMobil position peaked at $288K in Q1 2026.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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