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Everpar Advisors’s ExxonMobil XOM Stock Holding History

Everpar 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 		$2.32M Sell
16,981
-260
-2% -$38.9K 0.66% 31
2026
Q1 		$2.93M Buy
17,241
+2,297
+15% +$335K 1.01% 20
2025
Q4 		$1.8M Buy
14,944
+116
+0.8% +$13.5K 0.67% 30
2025
Q3 		$1.67M Buy
14,828
+1,762
+13% +$196K 0.66% 28
2025
Q2 		$1.41M Sell
13,066
-1,145
-8% -$122K 0.64% 30
2025
Q1 		$1.69M Buy
14,211
+1,578
+12% +$175K 0.9% 21
2024
Q4 		$1.36M Sell
12,633
-1,959
-13% -$229K 0.69% 28
2024
Q3 		$1.71M Buy
14,592
+887
+6% +$102K 0.88% 21
2024
Q2 		$1.58M Buy
13,705
+4,159
+44% +$484K 0.79% 23
2024
Q1 		$1.11M Buy
9,546
+548
+6% +$57.3K 0.67% 29
2023
Q4 		$900K Buy
+8,998
New +$946K 0.42% 76

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

Everpar Advisors's XOM Position: Q2 2026 in Review

Everpar Advisors reduced its ExxonMobil (XOM) stake by 1.5% in Q2 2026, selling an estimated $38.9K and leaving 16,981 shares worth $2.32M. The position accounts for 0.66% of the portfolio, ranked #31.

Everpar Advisors first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.93M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Everpar Advisors held 16,981 shares of ExxonMobil worth $2.32M as of Q2 2026.
  • Everpar Advisors sold 260 ExxonMobil shares in Q2 2026, an estimated $38.9K.
  • ExxonMobil made up 0.66% of Everpar Advisors's portfolio in Q2 2026, its #31 holding.
  • Everpar Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's ExxonMobil position peaked at $2.93M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.