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Fortitude Advisory Group’s ExxonMobil XOM Stock Holding History

Fortitude Advisory Group’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 		$443K Buy
3,242
+526
+19% +$78.7K 0.17% 118
2026
Q1 		$461K Sell
2,716
-24
-0.9% -$3.5K 0.21% 104
2025
Q4 		$330K Hold
2,740
– – 0.14% 127
2025
Q3 		$309K Buy
2,740
+178
+7% +$19.8K 0.17% 134
2025
Q2 		$276K Buy
2,562
+1
+0% +$107 0.16% 148
2025
Q1 		$267K Sell
2,561
-56
-2% -$6.19K 0.19% 127
2024
Q4 		$281K Sell
2,617
-539
-17% -$63K 0.17% 131
2024
Q3 		$370K Buy
3,156
+378
+14% +$43.6K 0.23% 104
2024
Q2 		$320K Sell
2,778
-1,637
-37% -$191K 0.19% 112
2024
Q1 		$513K Sell
4,415
-790
-15% -$82.7K 0.29% 77
2023
Q4 		$520K Sell
5,205
-2,664
-34% -$280K 0.32% 68
2023
Q3 		$925K Buy
7,869
+2,926
+59% +$321K 0.63% 27
2023
Q2 		$530K Buy
4,943
+39
+0.8% +$4.25K 0.39% 55
2023
Q1 		$538K Sell
4,904
-473
-9% -$52.3K 0.42% 56
2022
Q4 		$593K Buy
5,377
+134
+3% +$14.4K 0.5% 51
2022
Q3 		$458K Buy
5,243
+58
+1% +$5.29K 0.43% 57
2022
Q2 		$444K Sell
5,185
-363
-7% -$32.7K 0.41% 65
2022
Q1 		$458K Buy
5,548
+161
+3% +$12.5K 0.24% 74
2021
Q4 		$330K Buy
+5,387
New +$337K 0.17% 118

Other funds holding XOM

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fortitude Advisory Group's XOM Position: Q2 2026 in Review

Fortitude Advisory Group increased its ExxonMobil (XOM) stake by 19% in Q2 2026, buying an estimated $78.7K and bringing the position to 3,242 shares worth $443K. The position accounts for 0.17% of the portfolio, ranked #118.

Fortitude Advisory Group first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $925K in Q3 2023. 1,776 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Fortitude Advisory Group held 3,242 shares of ExxonMobil worth $443K as of Q2 2026.
  • Fortitude Advisory Group bought 526 ExxonMobil shares in Q2 2026, an estimated $78.7K.
  • ExxonMobil made up 0.17% of Fortitude Advisory Group's portfolio in Q2 2026, its #118 holding.
  • Fortitude Advisory Group first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's ExxonMobil position peaked at $925K in Q3 2023.
  • 1,776 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.