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Fermata Advisors’s ExxonMobil XOM Stock Holding History

Fermata 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 		– Sell
-9,216
Closed -$1.56M – 279
2026
Q1 		$1.56M Buy
9,216
+1,835
+25% +$268K 0.35% 75
2025
Q4 		$888K Buy
7,381
+1,242
+20% +$144K 0.21% 98
2025
Q3 		$692K Sell
6,139
-498
-8% -$55.4K 0.18% 106
2025
Q2 		$715K Sell
6,637
-4,429
-40% -$473K 0.19% 110
2025
Q1 		$1.32M Buy
11,066
+2,950
+36% +$326K 0.24% 90
2024
Q4 		$873K Buy
8,116
+348
+4% +$40.7K 0.16% 102
2024
Q3 		$911K Buy
7,768
+725
+10% +$83.7K 0.18% 88
2024
Q2 		$811K Buy
7,043
+197
+3% +$22.9K 0.19% 89
2024
Q1 		$796K Sell
6,846
-880
-11% -$92.1K 0.18% 93
2023
Q4 		$772K Buy
7,726
+220
+3% +$23.1K 0.18% 86
2023
Q3 		$882K Buy
+7,506
New +$823K 0.25% 76
2023
Q2 		– Sell
-5,383
Closed -$590K – 115
2023
Q1 		$590K Sell
5,383
-1,717
-24% -$190K 0.36% 54
2022
Q4 		$783K Sell
7,100
-95
-1% -$10.2K 0.23% 80
2022
Q3 		$628K Buy
7,195
+222
+3% +$20.3K 0.2% 88
2022
Q2 		$597K Buy
6,973
+2,691
+63% +$243K 0.21% 90
2022
Q1 		$354K Buy
4,282
+591
+16% +$45.9K 0.13% 114
2021
Q4 		$226K Buy
3,691
+123
+3% +$7.69K 0.08% 166
2021
Q3 		$210K Buy
3,568
+92
+3% +$5.24K 0.09% 168
2021
Q2 		$219K Buy
+3,476
New +$208K 0.13% 138

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fermata Advisors's XOM Position: Q2 2026 in Review

Fermata Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 9,216 shares — an estimated $1.56M sold.

Fermata Advisors first reported a position in XOM in Q2 2021 and held it in 19 quarters. The position peaked at $1.56M in Q1 2026. 2,198 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Fermata Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Fermata Advisors sold 9,216 ExxonMobil shares in Q2 2026, an estimated $1.56M.
  • Fermata Advisors first reported a position in ExxonMobil in Q2 2021 and held it in 19 quarters.
  • Fermata Advisors's ExxonMobil position peaked at $1.56M in Q1 2026.
  • 2,198 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.