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IVC Wealth Advisors’s ExxonMobil XOM Stock Holding History

IVC Wealth 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 		$943K Sell
6,894
-12
-0.2% -$1.8K 0.37% 54
2026
Q1 		$1.17M Sell
6,906
-1,308
-16% -$191K 0.51% 38
2025
Q4 		$988K Buy
8,214
+35
+0.4% +$4.06K 0.43% 47
2025
Q3 		$922K Sell
8,179
-177
-2% -$19.7K 0.41% 47
2025
Q2 		$901K Sell
8,356
-41
-0.5% -$4.38K 0.44% 48
2025
Q1 		$999K Buy
8,397
+2,118
+34% +$234K 0.54% 42
2024
Q4 		$675K Sell
6,279
-3,688
-37% -$431K 0.38% 57
2024
Q3 		$1.17M Buy
9,967
+2,655
+36% +$307K 0.64% 36
2024
Q2 		$842K Sell
7,312
-838
-10% -$97.6K 0.47% 51
2024
Q1 		$947K Buy
8,150
+649
+9% +$67.9K 0.55% 45
2023
Q4 		$750K Sell
7,501
-227
-3% -$23.9K 0.47% 54
2023
Q3 		$909K Buy
7,728
+63
+0.8% +$6.91K 0.61% 46
2023
Q2 		$822K Sell
7,665
-741
-9% -$80.8K 0.52% 54
2023
Q1 		$922K Buy
8,406
+39
+0.5% +$4.31K 0.65% 41
2022
Q4 		$923K Buy
8,367
+617
+8% +$66.1K 0.68% 42
2022
Q3 		$677K Sell
7,750
-187
-2% -$17.1K 0.54% 52
2022
Q2 		$680K Buy
7,937
+416
+6% +$37.5K 0.53% 54
2022
Q1 		$621K Buy
7,521
+880
+13% +$68.4K 0.41% 62
2021
Q4 		$406K Buy
6,641
+96
+1% +$6K 0.26% 95
2021
Q3 		$385K Buy
6,545
+320
+5% +$18.2K 0.27% 92
2021
Q2 		$393K Sell
6,225
-299
-5% -$17.9K 0.28% 90
2021
Q1 		$364K Sell
6,524
-133
-2% -$6.97K 0.29% 89
2020
Q4 		$274K Buy
+6,657
New +$250K 0.26% 96

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

IVC Wealth Advisors's XOM Position: Q2 2026 in Review

IVC Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.17% in Q2 2026, selling an estimated $1.8K and leaving 6,894 shares worth $943K. The position accounts for 0.37% of the portfolio, ranked #54.

IVC Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • IVC Wealth Advisors held 6,894 shares of ExxonMobil worth $943K as of Q2 2026.
  • IVC Wealth Advisors sold 12 ExxonMobil shares in Q2 2026, an estimated $1.8K.
  • ExxonMobil made up 0.37% of IVC Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • IVC Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's ExxonMobil position peaked at $1.17M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.