Fortis Group Advisors’s ExxonMobil XOM Stock Holding History

Fortis Group 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	$4.09M	Sell	29,935 -2,365	-7%	-$354K	0.65%	43
2026 Q1	$5.07M	Sell	32,300 -1,086	-3%	-$158K	0.84%	28
2025 Q4	$4.6M	Sell	33,386 -652	-2%	-$75.6K	0.77%	28
2025 Q3	$3.88M	Sell	34,038 -1,081	-3%	-$120K	0.67%	39
2025 Q2	$3.9M	Buy	35,119 +3,940	+13%	+$421K	0.71%	38
2025 Q1	$3.71M	Sell	31,179 -20,534	-40%	-$2.27M	0.72%	47
2024 Q4	$5.56M	Buy	51,713 +11,779	+29%	+$1.38M	1.04%	32
2024 Q3	$4.68M	Sell	39,934 -14,254	-26%	-$1.65M	0.87%	36
2024 Q2	$6.24M	Buy	54,188 +23,719	+78%	+$2.76M	1.24%	26
2024 Q1	$3.54M	Sell	30,469 -1,244	-4%	-$130K	0.65%	45
2023 Q4	$3.37M	Buy	31,713 +5,859	+23%	+$616K	0.83%	23
2023 Q3	$2.88M	Buy	25,854 +5,759	+29%	+$632K	0.88%	22
2023 Q2	$2.16M	Buy	20,095 +8	+0%	+$873	0.57%	38
2023 Q1	$2.38M	Buy	+20,087	New	+$2.22M	0.72%	29
2020 Q3	$1.17M	Buy	+34,217	New	+$1.4M	0.23%	54

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 Group Advisors's XOM Position: Q2 2026 in Review

Fortis Group Advisors reduced its ExxonMobil (XOM) stake by 7.3% in Q2 2026, selling an estimated $354K and leaving 29,935 shares worth $4.09M. The position accounts for 0.65% of the portfolio, ranked #43.

Fortis Group Advisors first reported a position in XOM in Q3 2020 and has held it in 15 quarters since. The position peaked at $6.24M in Q2 2024. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Fortis Group Advisors held 29,935 shares of ExxonMobil worth $4.09M as of Q2 2026.
Fortis Group Advisors sold 2,365 ExxonMobil shares in Q2 2026, an estimated $354K.
ExxonMobil made up 0.65% of Fortis Group Advisors's portfolio in Q2 2026, its #43 holding.
Fortis Group Advisors first reported a position in ExxonMobil in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's ExxonMobil position peaked at $6.24M in Q2 2024.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.