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Harbor Investment Advisory’s ExxonMobil XOM Stock Holding History

Harbor Investment Advisory’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 		$5.42M Buy
39,631
+286
+0.7% +$42.8K 0.38% 55
2026
Q1 		$6.68M Sell
39,345
-302
-0.8% -$44.1K 0.53% 39
2025
Q4 		$4.77M Sell
39,647
-120
-0.3% -$13.9K 0.36% 55
2025
Q3 		$4.48M Sell
39,767
-909
-2% -$101K 0.37% 50
2025
Q2 		$4.38M Sell
40,676
-1,550
-4% -$166K 0.39% 52
2025
Q1 		$5.02M Sell
42,226
-1,476
-3% -$163K 0.49% 37
2024
Q4 		$4.7M Sell
43,702
-1,217
-3% -$142K 0.44% 42
2024
Q3 		$5.27M Sell
44,919
-1,294
-3% -$149K 0.52% 34
2024
Q2 		$5.32M Buy
46,213
+1,687
+4% +$196K 0.56% 30
2024
Q1 		$5.18M Buy
44,526
+4,541
+11% +$475K 0.54% 33
2023
Q4 		$4M Buy
39,985
+4,161
+12% +$437K 0.46% 38
2023
Q3 		$4.21M Sell
35,824
-2,780
-7% -$305K 0.55% 31
2023
Q2 		$4.14M Sell
38,604
-611
-2% -$66.7K 0.58% 31
2023
Q1 		$4.3M Sell
39,215
-118
-0.3% -$13.1K 0.64% 30
2022
Q4 		$4.34M Sell
39,333
-396
-1% -$42.4K 0.68% 29
2022
Q3 		$3.47M Buy
39,729
+4
+0% +$365 0.57% 34
2022
Q2 		$3.4M Buy
39,725
+7,754
+24% +$699K 0.55% 35
2022
Q1 		$2.64M Buy
31,971
+10,615
+50% +$825K 0.35% 58
2021
Q4 		$1.31M Buy
21,356
+1,095
+5% +$68.4K 0.17% 110
2021
Q3 		$1.19M Sell
20,261
-3,566
-15% -$203K 0.16% 110
2021
Q2 		$1.5M Sell
23,827
-406
-2% -$24.2K 0.2% 97
2021
Q1 		$1.35M Buy
24,233
+1,536
+7% +$80.5K 0.2% 105
2020
Q4 		$936K Sell
22,697
-3,149
-12% -$118K 0.15% 118
2020
Q3 		$887K Sell
25,846
-2,818
-10% -$115K 0.17% 109
2020
Q2 		$1.28M Sell
28,664
-1,745
-6% -$78.3K 0.27% 77
2020
Q1 		$1.16M Sell
30,409
-2,084
-6% -$115K 0.31% 73
2019
Q4 		$2.27M Buy
+32,493
New +$2.25M 0.52% 48

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Harbor Investment Advisory's XOM Position: Q2 2026 in Review

Harbor Investment Advisory increased its ExxonMobil (XOM) stake by 0.73% in Q2 2026, buying an estimated $42.8K and bringing the position to 39,631 shares worth $5.42M. The position accounts for 0.38% of the portfolio, ranked #55.

Harbor Investment Advisory first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.68M in Q1 2026. 1,599 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Harbor Investment Advisory held 39,631 shares of ExxonMobil worth $5.42M as of Q2 2026.
  • Harbor Investment Advisory bought 286 ExxonMobil shares in Q2 2026, an estimated $42.8K.
  • ExxonMobil made up 0.38% of Harbor Investment Advisory's portfolio in Q2 2026, its #55 holding.
  • Harbor Investment Advisory first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's ExxonMobil position peaked at $6.68M in Q1 2026.
  • 1,599 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.