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Fiduciary Alliance’s ExxonMobil XOM Stock Holding History

Fiduciary Alliance’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 		$6.43M Sell
47,018
-930
-2% -$139K 0.43% 61
2026
Q1 		$7.14M Buy
47,948
+1,592
+3% +$232K 0.43% 61
2025
Q4 		$5.58M Buy
46,356
+3,335
+8% +$387K 0.36% 69
2025
Q3 		$4.85M Sell
43,021
-1,210
-3% -$135K 0.32% 78
2025
Q2 		$4.77M Buy
44,231
+10,030
+29% +$1.07M 0.36% 70
2025
Q1 		$4.07M Sell
34,201
-11,998
-26% -$1.33M 0.4% 65
2024
Q4 		$4.97M Sell
46,199
-20,558
-31% -$2.4M 0.5% 56
2024
Q3 		$7.83M Buy
66,757
+45,734
+218% +$5.28M 1.04% 32
2024
Q2 		$2.4M Buy
21,023
+6,260
+42% +$729K 0.39% 65
2024
Q1 		$1.73M Buy
14,763
+134
+0.9% +$14K 0.3% 73
2023
Q4 		$1.46M Sell
14,629
-1,718
-11% -$181K 0.29% 68
2023
Q3 		$1.92M Buy
16,347
+12,964
+383% +$1.42M 0.44% 52
2023
Q2 		$363K Buy
3,383
+490
+17% +$53.5K 0.08% 121
2023
Q1 		$317K Buy
2,893
+34
+1% +$3.76K 0.08% 112
2022
Q4 		$315K Buy
+2,859
New +$306K 0.08% 112

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

Fiduciary Alliance's XOM Position: Q2 2026 in Review

Fiduciary Alliance reduced its ExxonMobil (XOM) stake by 1.9% in Q2 2026, selling an estimated $139K and leaving 47,018 shares worth $6.43M. The position accounts for 0.43% of the portfolio, ranked #61.

Fiduciary Alliance first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.83M in Q3 2024. 802 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Fiduciary Alliance held 47,018 shares of ExxonMobil worth $6.43M as of Q2 2026.
  • Fiduciary Alliance sold 930 ExxonMobil shares in Q2 2026, an estimated $139K.
  • ExxonMobil made up 0.43% of Fiduciary Alliance's portfolio in Q2 2026, its #61 holding.
  • Fiduciary Alliance first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's ExxonMobil position peaked at $7.83M in Q3 2024.
  • 802 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.