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Dynamic Advisor Solutions’s ExxonMobil XOM Stock Holding History

Dynamic Advisor Solutions’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 		$12.5M Sell
91,158
-3,484
-4% -$521K 0.35% 64
2026
Q1 		$16.1M Sell
94,642
-1,011
-1% -$148K 0.51% 46
2025
Q4 		$11.5M Sell
95,653
-12,955
-12% -$1.5M 0.37% 62
2025
Q3 		$12.2M Buy
108,608
+8,006
+8% +$890K 0.36% 66
2025
Q2 		$10.8M Buy
100,602
+2,366
+2% +$253K 0.33% 72
2025
Q1 		$11.7M Buy
98,236
+1,260
+1% +$139K 0.39% 65
2024
Q4 		$10.4M Sell
96,976
-9,342
-9% -$1.09M 0.45% 50
2024
Q3 		$12.5M Sell
106,318
-1,040
-1% -$120K 0.37% 65
2024
Q2 		$12.4M Buy
107,358
+50,544
+89% +$5.89M 0.39% 60
2024
Q1 		$6.6M Buy
56,814
+542
+1% +$56.7K 0.22% 114
2023
Q4 		$5.78M Buy
56,272
+5,661
+11% +$595K 0.22% 127
2023
Q3 		$5.95M Sell
50,611
-8,656
-15% -$949K 0.28% 96
2023
Q2 		$6.36M Buy
59,267
+6,024
+11% +$657K 0.33% 75
2023
Q1 		$5.84M Buy
53,243
+2,386
+5% +$264K 0.34% 77
2022
Q4 		$5.61M Buy
50,857
+2,224
+5% +$238K 0.38% 62
2022
Q3 		$4.25M Buy
48,633
+8,924
+22% +$815K 0.32% 69
2022
Q2 		$3.4M Buy
39,709
+677
+2% +$61.1K 0.26% 89
2022
Q1 		$3.22M Sell
39,032
-2,573
-6% -$200K 0.22% 106
2021
Q4 		$2.55M Sell
41,605
-1,339
-3% -$83.7K 0.18% 131
2021
Q3 		$2.53M Sell
42,944
-5,125
-11% -$292K 0.19% 133
2021
Q2 		$3.03M Buy
48,069
+793
+2% +$47.3K 0.24% 104
2021
Q1 		$2.64M Buy
47,276
+1,547
+3% +$81.1K 0.25% 104
2020
Q4 		$1.89M Sell
45,729
-907
-2% -$34K 0.18% 147
2020
Q3 		$1.6M Sell
46,636
-5,054
-10% -$207K 0.18% 142
2020
Q2 		$2.31M Sell
51,690
-4,489
-8% -$201K 0.31% 91
2020
Q1 		$2.13M Buy
56,179
+3,316
+6% +$183K 0.39% 67
2019
Q4 		$3.69M Buy
52,863
+4,041
+8% +$279K 0.5% 45
2019
Q3 		$3.45M Sell
48,822
-2,783
-5% -$201K 0.54% 45
2019
Q2 		$3.95M Buy
51,605
+12,838
+33% +$994K 0.64% 34
2019
Q1 		$3.13M Buy
38,767
+3,894
+11% +$297K 0.59% 41
2018
Q4 		$2.5M Sell
34,873
-22,976
-40% -$1.8M 0.53% 50
2018
Q3 		$4.92M Buy
57,849
+3,280
+6% +$268K 1.02% 14
2018
Q2 		$4.51M Buy
54,569
+26,778
+96% +$2.13M 1.02% 13
2018
Q1 		$2.07M Buy
27,791
+10,664
+62% +$852K 0.53% 48
2017
Q4 		$1.43M Buy
17,127
+1,164
+7% +$96.3K 0.47% 76
2017
Q3 		$1.31M Sell
15,963
-1,469
-8% -$117K 0.52% 66
2017
Q2 		$1.41M Buy
17,432
+5,538
+47% +$453K 0.54% 59
2017
Q1 		$975K Sell
11,894
-7,200
-38% -$602K 0.38% 80
2016
Q4 		$1.72M Buy
19,094
+981
+5% +$85.7K 0.69% 41
2016
Q3 		$1.58M Buy
18,113
+6,760
+60% +$600K 0.6% 48
2016
Q2 		$1.06M Sell
11,353
-58
-0.5% -$5.13K 0.43% 70
2016
Q1 		$954K Buy
11,411
+327
+3% +$26.2K 0.41% 65
2015
Q4 		$864K Buy
11,084
+3,000
+37% +$240K 0.36% 80
2015
Q3 		$601K Buy
8,084
+309
+4% +$23.8K 0.3% 86
2015
Q2 		$647K Sell
7,775
-249
-3% -$21.4K 0.38% 73
2015
Q1 		$682K Buy
8,024
+2,800
+54% +$248K 0.34% 84
2014
Q4 		$483K Sell
5,224
-539
-9% -$50.3K 0.26% 115
2014
Q3 		$542K Sell
5,763
-11,563
-67% -$1.15M 0.29% 99
2014
Q2 		$1.74M Sell
17,326
-390
-2% -$39.3K 1.05% 24
2014
Q1 		$1.73M Sell
17,716
-3,670
-17% -$350K 1.18% 20
2013
Q4 		$2.16M Buy
+21,386
New +$1.98M 1.6% 7

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Dynamic Advisor Solutions's XOM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its ExxonMobil (XOM) stake by 3.7% in Q2 2026, selling an estimated $521K and leaving 91,158 shares worth $12.5M. The position accounts for 0.35% of the portfolio, ranked #64.

Dynamic Advisor Solutions first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $16.1M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Dynamic Advisor Solutions held 91,158 shares of ExxonMobil worth $12.5M as of Q2 2026.
  • Dynamic Advisor Solutions sold 3,484 ExxonMobil shares in Q2 2026, an estimated $521K.
  • ExxonMobil made up 0.35% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #64 holding.
  • Dynamic Advisor Solutions first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
  • Dynamic Advisor Solutions's ExxonMobil position peaked at $16.1M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.