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Kestra Investment Management’s ExxonMobil XOM Stock Holding History

Kestra Investment Management’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 		$1.17M Sell
8,571
-5,549
-39% -$831K 0.02% 206
2026
Q1 		$2.4M Sell
14,120
-1,644
-10% -$240K 0.04% 124
2025
Q4 		$1.9M Buy
15,764
+158
+1% +$18.3K 0.05% 139
2025
Q3 		$1.76M Sell
15,606
-8,609
-36% -$957K 0.05% 135
2025
Q2 		$2.61M Sell
24,215
-10,873
-31% -$1.16M 0.08% 94
2025
Q1 		$4.17M Buy
35,088
+12,733
+57% +$1.41M 0.13% 63
2024
Q4 		$2.4M Sell
22,355
-3,739
-14% -$437K 0.09% 74
2024
Q3 		$3.06M Buy
+26,094
New +$3.01M 0.13% 67

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kestra Investment Management's XOM Position: Q2 2026 in Review

Kestra Investment Management reduced its ExxonMobil (XOM) stake by 39% in Q2 2026, selling an estimated $831K and leaving 8,571 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #206.

Kestra Investment Management first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.17M in Q1 2025. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Kestra Investment Management held 8,571 shares of ExxonMobil worth $1.17M as of Q2 2026.
  • Kestra Investment Management sold 5,549 ExxonMobil shares in Q2 2026, an estimated $831K.
  • ExxonMobil made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #206 holding.
  • Kestra Investment Management first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's ExxonMobil position peaked at $4.17M in Q1 2025.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.