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Financial Life Advisors’s ExxonMobil XOM Stock Holding History

Financial Life 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 		$303K Buy
2,216
+11
+0.5% +$1.65K 0.09% 49
2026
Q1 		$374K Sell
2,205
-51
-2% -$7.44K 0.12% 45
2025
Q4 		$271K Buy
2,256
+41
+2% +$4.75K 0.08% 46
2025
Q3 		$250K Hold
2,215
– – 0.08% 46
2025
Q2 		$239K Sell
2,215
-289
-12% -$30.9K 0.08% 46
2025
Q1 		$298K Buy
2,504
+78
+3% +$8.63K 0.11% 44
2024
Q4 		$261K Buy
2,426
+200
+9% +$23.4K 0.1% 40
2024
Q3 		$261K Hold
2,226
– – 0.1% 43
2024
Q2 		$256K Buy
2,226
+4
+0.2% +$466 0.1% 50
2024
Q1 		$258K Buy
2,222
+47
+2% +$4.92K 0.11% 54
2023
Q4 		$217K Hold
2,175
– – 0.09% 57
2023
Q3 		$256K Hold
2,175
– – 0.11% 47
2023
Q2 		$233K Sell
2,175
-112
-5% -$12.2K 0.1% 57
2023
Q1 		$251K Sell
2,287
-218
-9% -$24.1K 0.11% 61
2022
Q4 		$276K Sell
2,505
-212
-8% -$22.7K 0.13% 63
2022
Q3 		$237K Buy
2,717
+19
+0.7% +$1.74K 0.12% 62
2022
Q2 		$231K Hold
2,698
– – 0.11% 45
2022
Q1 		$223K Buy
+2,698
New +$210K 0.09% 51
2020
Q1 		– Sell
-4,342
Closed -$303K – 45
2019
Q4 		$303K Sell
4,342
-328
-7% -$22.7K 0.18% 42
2019
Q3 		$330K Hold
4,670
– – 0.21% 40
2019
Q2 		$358K Hold
4,670
– – 0.24% 38
2019
Q1 		$377K Sell
4,670
-2,091
-31% -$159K 0.26% 38
2018
Q4 		$461K Sell
6,761
-205
-3% -$16.1K 0.36% 33
2018
Q3 		$592K Hold
6,966
– – 0.43% 29
2018
Q2 		$576K Sell
6,966
-103
-1% -$8.21K 0.47% 30
2018
Q1 		$518K Sell
7,069
-1,688
-19% -$135K 0.47% 34
2017
Q4 		$732K Buy
+8,757
New +$724K 0.59% 32

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Life Advisors's XOM Position: Q2 2026 in Review

Financial Life Advisors increased its ExxonMobil (XOM) stake by 0.5% in Q2 2026, buying an estimated $1.65K and bringing the position to 2,216 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #49.

Financial Life Advisors first reported a position in XOM in Q4 2017 and has held it in 27 quarters since. The position peaked at $732K in Q4 2017. 2,091 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Financial Life Advisors held 2,216 shares of ExxonMobil worth $303K as of Q2 2026.
  • Financial Life Advisors bought 11 ExxonMobil shares in Q2 2026, an estimated $1.65K.
  • ExxonMobil made up 0.09% of Financial Life Advisors's portfolio in Q2 2026, its #49 holding.
  • Financial Life Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 27 quarters since.
  • Financial Life Advisors's ExxonMobil position peaked at $732K in Q4 2017.
  • 2,091 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.