Foundations Investment Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.2M | Buy |
213,249
+16,075
| +8% | +$2.41M | 0.3% | 75 |
|
|
2026
Q1 | $33.5M | Buy |
197,174
+13,375
| +7% | +$1.95M | 0.41% | 62 |
|
|
2025
Q4 | $22.1M | Sell |
183,799
-1,931
| -1% | -$224K | 0.29% | 80 |
|
|
2025
Q3 | $20.9M | Buy |
185,730
+3,846
| +2% | +$428K | 0.3% | 76 |
|
|
2025
Q2 | $19.6M | Sell |
181,884
-14,663
| -7% | -$1.57M | 0.31% | 80 |
|
|
2025
Q1 | $23.4M | Sell |
196,547
-103,327
| -34% | -$11.4M | 0.43% | 60 |
|
|
2024
Q4 | $32.3M | Buy |
299,874
+39,693
| +15% | +$4.64M | 0.62% | 39 |
|
|
2024
Q3 | $30.5M | Buy |
260,181
+63,786
| +32% | +$7.37M | 0.64% | 36 |
|
|
2024
Q2 | $22.6M | Buy |
196,395
+33,483
| +21% | +$3.9M | 0.55% | 43 |
|
|
2024
Q1 | $18.9M | Buy |
162,912
+9,701
| +6% | +$1.01M | 0.5% | 47 |
|
|
2023
Q4 | $15.7M | Buy |
153,211
+30,649
| +25% | +$3.22M | 0.42% | 52 |
|
|
2023
Q3 | $14.4M | Buy |
122,562
+23,363
| +24% | +$2.56M | 0.44% | 48 |
|
|
2023
Q2 | $10.6M | Buy |
99,199
+18,155
| +22% | +$1.98M | 0.35% | 52 |
|
|
2023
Q1 | $8.89M | Buy |
81,044
+11,260
| +16% | +$1.25M | 0.32% | 52 |
|
|
2022
Q4 | $7.7M | Buy |
69,784
+38,543
| +123% | +$4.13M | 0.31% | 52 |
|
|
2022
Q3 | $2.73M | Buy |
31,241
+9,360
| +43% | +$855K | 0.12% | 77 |
|
|
2022
Q2 | $1.82M | Buy |
21,881
+6,098
| +39% | +$550K | 0.08% | 103 |
|
|
2022
Q1 | $1.39M | Buy |
15,783
+3,643
| +30% | +$283K | 0.05% | 104 |
|
|
2021
Q4 | $864K | Buy |
12,140
+951
| +8% | +$59.4K | 0.03% | 137 |
|
|
2021
Q3 | $689K | Buy |
11,189
+449
| +4% | +$25.6K | 0.03% | 141 |
|
|
2021
Q2 | $658K | Sell |
10,740
-412
| -4% | -$24.6K | 0.03% | 133 |
|
|
2021
Q1 | $631K | Buy |
11,152
+1,351
| +14% | +$70.8K | 0.04% | 118 |
|
|
2020
Q4 | $446K | Sell |
9,801
-18,837
| -66% | -$706K | 0.03% | 121 |
|
|
2020
Q3 | $944K | Buy |
28,638
+1,126
| +4% | +$46K | 0.21% | 76 |
|
|
2020
Q2 | $1.21M | Sell |
27,512
-3,955
| -13% | -$177K | 0.11% | 63 |
|
|
2020
Q1 | $1.18M | Buy |
31,467
+2,773
| +10% | +$153K | 0.14% | 35 |
|
|
2019
Q4 | $2.03M | Buy |
28,694
+683
| +2% | +$47.2K | 0.25% | 34 |
|
|
2019
Q3 | $1.9M | Buy |
28,011
+3,793
| +16% | +$274K | 0.25% | 34 |
|
|
2019
Q2 | $1.85M | Buy |
24,218
+11,089
| +84% | +$858K | 0.28% | 28 |
|
|
2019
Q1 | $1.06M | Buy |
13,129
+2,801
| +27% | +$214K | 0.18% | 33 |
|
|
2018
Q4 | $781K | Buy |
+10,328
| New | +$810K | 0.17% | 40 |
|
Other funds holding XOM
Foundations Investment Advisors's XOM Position: Q2 2026 in Review
Foundations Investment Advisors increased its ExxonMobil (XOM) stake by 8.2% in Q2 2026, buying an estimated $2.41M and bringing the position to 213,249 shares worth $29.2M. The position accounts for 0.3% of the portfolio, ranked #75.
Foundations Investment Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $33.5M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Foundations Investment Advisors held 213,249 shares of ExxonMobil worth $29.2M as of Q2 2026.
- Foundations Investment Advisors bought 16,075 ExxonMobil shares in Q2 2026, an estimated $2.41M.
- ExxonMobil made up 0.3% of Foundations Investment Advisors's portfolio in Q2 2026, its #75 holding.
- Foundations Investment Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
- Foundations Investment Advisors's ExxonMobil position peaked at $33.5M in Q1 2026.
- 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.