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Investment Advisory Services’s ExxonMobil XOM Stock Holding History

Investment Advisory Services’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 		$6.87M Buy
50,271
+41
+0.1% +$6.14K 1.98% 12
2026
Q1 		$8.52M Sell
50,230
-90
-0.2% -$13.1K 2.71% 8
2025
Q4 		$6.06M Sell
50,320
-1,980
-4% -$230K 1.89% 11
2025
Q3 		$5.9M Sell
52,300
-24
-0% -$2.67K 1.86% 12
2025
Q2 		$5.64M Sell
52,324
-351
-0.7% -$37.5K 1.88% 11
2025
Q1 		$6.26M Buy
52,675
+276
+0.5% +$30.5K 2.27% 9
2024
Q4 		$5.64M Buy
52,399
+543
+1% +$63.5K 1.99% 9
2024
Q3 		$6.08M Sell
51,856
-4,345
-8% -$502K 2.15% 9
2024
Q2 		$6.47M Buy
56,201
+1,113
+2% +$130K 2.37% 9
2024
Q1 		$6.4M Sell
55,088
-926
-2% -$96.9K 2.35% 9
2023
Q4 		$5.6M Sell
56,014
-302
-0.5% -$31.7K 2.21% 10
2023
Q3 		$6.62M Sell
56,316
-10
-0% -$1.1K 2.85% 7
2023
Q2 		$6.04M Buy
56,326
+1,661
+3% +$181K 2.55% 7
2023
Q1 		$5.99M Buy
54,665
+1,022
+2% +$113K 2.95% 7
2022
Q4 		$5.95M Sell
53,643
-4,592
-8% -$492K 3.06% 8
2022
Q3 		$5.08M Buy
58,235
+6,992
+14% +$638K 3.04% 8
2022
Q2 		$4.39M Buy
51,243
+4,002
+8% +$361K 2.53% 10
2022
Q1 		$3.9M Buy
47,241
+212
+0.5% +$16.5K 2.18% 9
2021
Q4 		$2.88M Sell
47,029
-3,037
-6% -$190K 1.57% 13
2021
Q3 		$2.94M Buy
50,066
+426
+0.9% +$24.3K 1.8% 9
2021
Q2 		$3.13M Buy
+49,640
New +$2.96M 1.93% 9
2020
Q4 		$1.95M Sell
47,343
-10,191
-18% -$382K 1.37% 19
2020
Q3 		$1.98M Sell
57,534
-2,516
-4% -$103K 1.56% 17
2020
Q2 		$2.69M Sell
60,050
-151
-0.3% -$6.77K 2.29% 11
2020
Q1 		$2.29M Buy
60,201
+20
+0% +$1.1K 2.45% 10
2019
Q4 		$4.2M Buy
+60,181
New +$4.16M 3.78% 4

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

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

Investment Advisory Services increased its ExxonMobil (XOM) stake by 0.08% in Q2 2026, buying an estimated $6.14K and bringing the position to 50,271 shares worth $6.87M. The position accounts for 1.98% of the portfolio, ranked #12.

Investment Advisory Services first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.52M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Investment Advisory Services held 50,271 shares of ExxonMobil worth $6.87M as of Q2 2026.
  • Investment Advisory Services bought 41 ExxonMobil shares in Q2 2026, an estimated $6.14K.
  • ExxonMobil made up 1.98% of Investment Advisory Services's portfolio in Q2 2026, its #12 holding.
  • Investment Advisory Services first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's ExxonMobil position peaked at $8.52M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.