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Flagship Wealth Advisors’s ExxonMobil XOM Stock Holding History

Flagship Wealth 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
-10,766
Closed -$1.16M – 512
2026
Q1 		$1.16M Sell
10,766
-2,052
-16% -$299K 0.5% 35
2025
Q4 		$1.54M Buy
12,818
+1
+0% +$116 0.45% 43
2025
Q3 		$1.45M Buy
12,817
+1,051
+9% +$117K 0.48% 37
2025
Q2 		$1.27M Sell
11,766
-303
-3% -$32.4K 0.48% 37
2025
Q1 		$1.44M Buy
12,069
+1
+0% +$111 0.6% 35
2024
Q4 		$1.3M Buy
+12,068
New +$1.41M 0.76% 23

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

Flagship Wealth Advisors's XOM Position: Q2 2026 in Review

Flagship Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 10,766 shares — an estimated $1.16M sold.

Flagship Wealth Advisors first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $1.54M in Q4 2025. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Flagship Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 10,766 ExxonMobil shares in Q2 2026, an estimated $1.16M.
  • Flagship Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
  • Flagship Wealth Advisors's ExxonMobil position peaked at $1.54M in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.