IA
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IFP Advisors’s ExxonMobil XOM Stock Holding History

IFP 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 		$23.4M Buy
171,296
+10,202
+6% +$1.53M 0.42% 40
2026
Q1 		$27.3M Buy
161,094
+6,154
+4% +$898K 0.57% 25
2025
Q4 		$18.6M Sell
154,940
-4,361
-3% -$506K 0.42% 47
2025
Q3 		$18M Buy
159,301
+851
+0.5% +$94.6K 0.47% 39
2025
Q2 		$17.2M Sell
158,450
-11,725
-7% -$1.25M 0.49% 39
2025
Q1 		$20.2M Sell
170,175
-3,315
-2% -$367K 0.62% 23
2024
Q4 		$18.7M Buy
173,490
+25,515
+17% +$2.98M 0.61% 27
2024
Q3 		$17.3M Buy
147,975
+13,165
+10% +$1.52M 0.63% 30
2024
Q2 		$15.5M Buy
134,810
+10,395
+8% +$1.21M 0.62% 31
2024
Q1 		$14.5M Sell
124,415
-8,645
-6% -$905K 0.63% 29
2023
Q4 		$13.3M Sell
133,060
-11,404
-8% -$1.2M 0.63% 25
2023
Q3 		$17M Buy
144,464
+59,032
+69% +$6.47M 0.76% 21
2023
Q2 		$9.16M Sell
85,432
-8,325
-9% -$908K 0.38% 53
2023
Q1 		$8.22M Sell
93,757
-76,787
-45% -$8.49M 0.36% 53
2022
Q4 		$15M Sell
170,544
-4,995
-3% -$535K 0.4% 45
2022
Q3 		$15.5M Buy
175,539
+10,634
+6% +$971K 0.4% 39
2022
Q2 		$14.5M Hold
164,905
– – 0.46% 32
2022
Q1 		$14.5M Buy
164,905
+94,194
+133% +$7.32M 0.46% 32
2021
Q4 		$4.33M Buy
70,711
+12,687
+22% +$793K 0.08% 141
2021
Q3 		$3.43M Buy
58,024
+13,845
+31% +$789K 0.07% 171
2021
Q2 		$2.79M Buy
44,179
+1,058
+2% +$63.2K 0.06% 192
2021
Q1 		$2.41M Sell
43,121
-819
-2% -$42.9K 0.05% 196
2020
Q4 		$1.81M Buy
43,940
+5,006
+13% +$188K 0.07% 223
2020
Q3 		$1.32M Sell
38,934
-13,745
-26% -$562K 0.08% 239
2020
Q2 		$2.33M Buy
52,679
+549
+1% +$24.6K 0.18% 120
2020
Q1 		$2.02M Sell
52,130
-2,718
-5% -$150K 0.2% 116
2019
Q4 		$3.83M Sell
54,848
-35,651
-39% -$2.47M 0.29% 81
2019
Q3 		$6.47M Buy
+90,499
New +$6.54M 0.43% 50
2019
Q1 		$2.74M Sell
34,014
-84,021
-71% -$6.41M 0.37% 54
2018
Q4 		$8.05M Sell
118,035
-35,106
-23% -$2.75M 0.49% 36
2018
Q3 		$13M Buy
153,141
+11,935
+8% +$976K 0.53% 26
2018
Q2 		$11.7M Buy
141,206
+12,241
+9% +$975K 0.49% 30
2018
Q1 		$10.8M Hold
128,965
– – 0.49% 33
2017
Q4 		$10.8M Sell
128,965
-192,626
-60% -$15.9M 0.49% 33
2017
Q3 		$26.4M Sell
321,591
-3,067
-0.9% -$244K 1.05% 10
2017
Q2 		$26.2M Buy
324,658
+49,314
+18% +$4.03M 1.11% 8
2017
Q1 		$22.6M Buy
275,344
+600
+0.2% +$50.1K 0.98% 8
2016
Q4 		$24.8M Buy
274,744
+36,009
+15% +$3.15M 1.2% 7
2016
Q3 		$20.8M Sell
238,735
-8,368
-3% -$742K 1.08% 9
2016
Q2 		$23.2M Buy
247,103
+213,089
+626% +$18.8M 1.29% 7
2016
Q1 		$2.74M Sell
34,014
-173,995
-84% -$13.9M 0.37% 54
2015
Q4 		$16.2M Buy
+208,009
New +$16.6M 1.09% 8

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

IFP Advisors's XOM Position: Q2 2026 in Review

IFP Advisors increased its ExxonMobil (XOM) stake by 6.3% in Q2 2026, buying an estimated $1.53M and bringing the position to 171,296 shares worth $23.4M. The position accounts for 0.42% of the portfolio, ranked #40.

IFP Advisors first reported a position in XOM in Q4 2015 and has held it in 42 quarters since. The position peaked at $27.3M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • IFP Advisors held 171,296 shares of ExxonMobil worth $23.4M as of Q2 2026.
  • IFP Advisors bought 10,202 ExxonMobil shares in Q2 2026, an estimated $1.53M.
  • ExxonMobil made up 0.42% of IFP Advisors's portfolio in Q2 2026, its #40 holding.
  • IFP Advisors first reported a position in ExxonMobil in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's ExxonMobil position peaked at $27.3M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.