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Invested Advisors’s ExxonMobil XOM Stock Holding History

Invested 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 		– Sell
-1,214
Closed -$206K – 162
2026
Q1 		$206K Buy
+1,214
New +$177K 0.21% 130

Other funds holding XOM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Invested Advisors's XOM Position: Q2 2026 in Review

Invested Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,214 shares — an estimated $206K sold.

Invested Advisors first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 2,518 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Invested Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Invested Advisors sold 1,214 ExxonMobil shares in Q2 2026, an estimated $206K.
  • Invested Advisors first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
  • Invested Advisors's ExxonMobil position peaked at $206K in Q1 2026.
  • 2,518 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.