Fortis Capital Advisors’s ExxonMobil XOM Stock Holding History

Fortis Capital 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	$3.14M	Buy	22,994 +1,010	+5%	+$151K	0.35%	50
2026 Q1	$3.73M	Buy	21,984 +7,078	+47%	+$1.03M	0.49%	35
2025 Q4	$1.79M	Buy	14,906 +294	+2%	+$34.1K	0.26%	53
2025 Q3	$1.65M	Sell	14,612 -1,477	-9%	-$164K	0.26%	55
2025 Q2	$1.73M	Sell	16,089 -342	-2%	-$36.6K	0.31%	50
2025 Q1	$1.95M	Buy	16,431 +14,641	+818%	+$1.62M	0.4%	36
2024 Q4	$211K	Sell	1,790 -298	-14%	-$34.9K	0.07%	170
2024 Q3	$245K	Buy	+2,088	New	+$241K	0.08%	153
2023 Q2	–	Sell	-281	Closed	-$30.8K	–	640
2023 Q1	$30.8K	Sell	281 -1,147	-80%	-$127K	0.02%	352
2022 Q4	$158K	Buy	+1,428	New	+$153K	0.09%	137

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fortis Capital Advisors's XOM Position: Q2 2026 in Review

Fortis Capital Advisors increased its ExxonMobil (XOM) stake by 4.6% in Q2 2026, buying an estimated $151K and bringing the position to 22,994 shares worth $3.14M. The position accounts for 0.35% of the portfolio, ranked #50.

Fortis Capital Advisors first reported a position in XOM in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.73M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Fortis Capital Advisors held 22,994 shares of ExxonMobil worth $3.14M as of Q2 2026.
Fortis Capital Advisors bought 1,010 ExxonMobil shares in Q2 2026, an estimated $151K.
ExxonMobil made up 0.35% of Fortis Capital Advisors's portfolio in Q2 2026, its #50 holding.
Fortis Capital Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 10 quarters since.
Fortis Capital Advisors's ExxonMobil position peaked at $3.73M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.