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Fragasso Financial Advisors’s ExxonMobil XOM Stock Holding History

Fragasso Financial 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 		$4.33M Sell
31,689
-2,762
-8% -$413K 0.23% 43
2026
Q1 		$5.63M Sell
34,451
-10,993
-24% -$1.6M 0.34% 33
2025
Q4 		$5.47M Buy
45,444
+332
+0.7% +$38.5K 0.33% 31
2025
Q3 		$5.11M Buy
45,112
+562
+1% +$62.5K 0.32% 30
2025
Q2 		$4.8M Sell
44,550
-2,169
-5% -$232K 0.32% 32
2025
Q1 		$5.56M Sell
46,719
-18,651
-29% -$2.06M 0.41% 28
2024
Q4 		$7.03M Sell
65,370
-5,337
-8% -$624K 0.54% 27
2024
Q3 		$8.29M Buy
70,707
+2,319
+3% +$268K 0.64% 24
2024
Q2 		$7.87M Sell
68,388
-413
-0.6% -$48.1K 0.65% 23
2024
Q1 		$8M Buy
68,801
+2,307
+3% +$241K 0.68% 20
2023
Q4 		$6.65M Buy
66,494
+3,722
+6% +$391K 0.61% 24
2023
Q3 		$7.38M Buy
62,772
+8,501
+16% +$932K 0.78% 20
2023
Q2 		$5.82M Buy
54,271
+44,828
+475% +$4.89M 0.62% 23
2023
Q1 		$1.04M Buy
9,443
+31
+0.3% +$3.43K 0.12% 93
2022
Q4 		$1.04M Buy
9,412
+81
+0.9% +$8.68K 0.12% 97
2022
Q3 		$815K Buy
9,331
+33
+0.4% +$3.01K 0.12% 86
2022
Q2 		$796K Buy
9,298
+31
+0.3% +$2.8K 0.11% 91
2022
Q1 		$765K Buy
9,267
+37
+0.4% +$2.88K 0.09% 88
2021
Q4 		$565K Sell
9,230
-1,037
-10% -$64.8K 0.07% 108
2021
Q3 		$604K Buy
10,267
+71
+0.7% +$4.05K 0.08% 93
2021
Q2 		$643K Buy
10,196
+58
+0.6% +$3.46K 0.09% 83
2021
Q1 		$566K Buy
10,138
+182
+2% +$9.54K 0.08% 89
2020
Q4 		$410K Sell
9,956
-993
-9% -$37.2K 0.06% 98
2020
Q3 		$376K Sell
10,949
-738
-6% -$30.2K 0.06% 94
2020
Q2 		$508K Sell
11,687
-405
-3% -$18.2K 0.09% 80
2020
Q1 		$459K Sell
12,092
-2,056
-15% -$114K 0.1% 84
2019
Q4 		$987K Buy
14,148
+135
+1% +$9.34K 0.17% 68
2019
Q3 		$989K Sell
14,013
-476
-3% -$34.4K 0.18% 68
2019
Q2 		$1.11M Buy
14,489
+904
+7% +$70K 0.22% 65
2019
Q1 		$1.1M Sell
13,585
-106
-0.8% -$8.08K 0.23% 62
2018
Q4 		$934K Sell
13,691
-16,215
-54% -$1.27M 0.21% 70
2018
Q3 		$2.39M Buy
29,906
+3,303
+12% +$270K 0.58% 29
2018
Q2 		$2.2M Buy
26,603
+3,695
+16% +$294K 0.57% 21
2018
Q1 		$1.71M Sell
22,908
-411
-2% -$32.9K 0.42% 32
2017
Q4 		$1.95M Buy
23,319
+2,246
+11% +$186K 0.47% 26
2017
Q3 		$1.73M Sell
21,073
-3,323
-14% -$264K 0.52% 22
2017
Q2 		$1.97M Buy
24,396
+140
+0.6% +$11.5K 0.6% 20
2017
Q1 		$1.99M Buy
24,256
+704
+3% +$58.8K 0.63% 20
2016
Q4 		$2.13M Buy
23,552
+650
+3% +$56.8K 0.71% 18
2016
Q3 		$2M Buy
22,902
+480
+2% +$42.6K 0.71% 15
2016
Q2 		$2.1M Buy
22,422
+89
+0.4% +$7.87K 0.79% 14
2016
Q1 		$1.87M Buy
22,333
+90
+0.4% +$7.21K 0.73% 14
2015
Q4 		$1.73M Sell
22,243
-281
-1% -$22.5K 0.66% 18
2015
Q3 		$1.67M Sell
22,524
-340
-1% -$26.2K 0.65% 18
2015
Q2 		$1.9M Buy
22,864
+295
+1% +$25.4K 0.79% 11
2015
Q1 		$1.92M Buy
22,569
+328
+1% +$29.1K 0.76% 13
2014
Q4 		$2.06M Sell
22,241
-2,749
-11% -$256K 1.74% 11
2014
Q3 		$2.35M Buy
24,990
+3,262
+15% +$325K 1.83% 8
2014
Q2 		$2.19M Buy
21,728
+210
+1% +$21.2K 1.93% 6
2014
Q1 		$2.1M Sell
21,518
-467
-2% -$44.5K 2.17% 7
2013
Q4 		$2.23M Buy
+21,985
New +$2.03M 1.99% 5

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fragasso Financial Advisors's XOM Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its ExxonMobil (XOM) stake by 8% in Q2 2026, selling an estimated $413K and leaving 31,689 shares worth $4.33M. The position accounts for 0.23% of the portfolio, ranked #43.

Fragasso Financial Advisors first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $8.29M in Q3 2024. 1,470 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Fragasso Financial Advisors held 31,689 shares of ExxonMobil worth $4.33M as of Q2 2026.
  • Fragasso Financial Advisors sold 2,762 ExxonMobil shares in Q2 2026, an estimated $413K.
  • ExxonMobil made up 0.23% of Fragasso Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Fragasso Financial Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
  • Fragasso Financial Advisors's ExxonMobil position peaked at $8.29M in Q3 2024.
  • 1,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.