Kestra Advisory Services’s ExxonMobil XOM Stock Holding History

Kestra 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	$113M	Buy	824,017 +42,107	+5%	+$6.3M	0.36%	46
2026 Q1	$133M	Buy	781,910 +130,978	+20%	+$19.1M	0.5%	26
2025 Q4	$78.3M	Buy	650,932 +41,551	+7%	+$4.82M	0.32%	53
2025 Q3	$68.7M	Sell	609,381 -29,758	-5%	-$3.31M	0.31%	52
2025 Q2	$68.9M	Buy	639,139 +69,651	+12%	+$7.45M	0.34%	44
2025 Q1	$67.7M	Sell	569,488 -120,071	-17%	-$13.3M	0.33%	40
2024 Q4	$74.2M	Sell	689,559 -51,807	-7%	-$6.06M	0.41%	35
2024 Q3	$86.9M	Sell	741,366 -120,926	-14%	-$14M	0.48%	30
2024 Q2	$99.3M	Buy	862,292 +211,082	+32%	+$24.6M	0.55%	25
2024 Q1	$75.7M	Buy	651,210 +73,584	+13%	+$7.7M	0.51%	26
2023 Q4	$57.8M	Buy	577,626 +92,689	+19%	+$9.74M	0.47%	28
2023 Q3	$57M	Buy	484,937 +12,188	+3%	+$1.34M	0.56%	24
2023 Q2	$50.7M	Buy	472,749 +64,156	+16%	+$7M	0.51%	26
2023 Q1	$44.8M	Sell	408,593 -105,324	-20%	-$11.6M	0.49%	31
2022 Q4	$56.7M	Buy	513,917 +13,722	+3%	+$1.47M	0.5%	31
2022 Q3	$43.7M	Buy	500,195 +15,809	+3%	+$1.44M	0.47%	30
2022 Q2	$41.5M	Buy	484,386 +40,170	+9%	+$3.62M	0.43%	40
2022 Q1	$36.7M	Sell	444,216 -50,709	-10%	-$3.94M	0.38%	45
2021 Q4	$30.3M	Sell	494,925 -50,221	-9%	-$3.14M	0.31%	66
2021 Q3	$32.1M	Buy	545,146 +42,227	+8%	+$2.41M	0.32%	62
2021 Q2	$31.7M	Sell	502,919 -15,604	-3%	-$932K	0.36%	52
2021 Q1	$28.9M	Buy	518,523 +3,718	+0.7%	+$195K	0.37%	48
2020 Q4	$21.4M	Buy	514,805 +141,279	+38%	+$5.3M	0.25%	85
2020 Q3	$12.8M	Buy	+373,526	New	+$15.3M	0.24%	101

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Kestra Advisory Services increased its ExxonMobil (XOM) stake by 5.4% in Q2 2026, buying an estimated $6.3M and bringing the position to 824,017 shares worth $113M. The position accounts for 0.36% of the portfolio, ranked #46.

Kestra Advisory Services first reported a position in XOM in Q3 2020 and has held it in 24 quarters since. The position peaked at $133M in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Kestra Advisory Services held 824,017 shares of ExxonMobil worth $113M as of Q2 2026.
Kestra Advisory Services bought 42,107 ExxonMobil shares in Q2 2026, an estimated $6.3M.
ExxonMobil made up 0.36% of Kestra Advisory Services's portfolio in Q2 2026, its #46 holding.
Kestra Advisory Services first reported a position in ExxonMobil in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's ExxonMobil position peaked at $133M in Q1 2026.
4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.