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Key Client Fiduciary Advisors’s ExxonMobil XOM Stock Holding History

Key Client Fiduciary 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 		$1.7M Sell
12,423
-256
-2% -$38.3K 0.49% 45
2026
Q1 		$2.15M Buy
12,679
+188
+2% +$27.4K 0.73% 28
2025
Q4 		$1.5M Buy
12,491
+7
+0.1% +$812 0.51% 47
2025
Q3 		$1.41M Sell
12,484
-211
-2% -$23.5K 0.47% 49
2025
Q2 		$1.37M Sell
12,695
-431
-3% -$46.1K 0.55% 45
2025
Q1 		$1.56M Buy
13,126
+380
+3% +$42K 0.71% 38
2024
Q4 		$1.37M Sell
12,746
-292
-2% -$34.2K 0.6% 42
2024
Q3 		$1.53M Buy
13,038
+139
+1% +$16.1K 0.68% 33
2024
Q2 		$1.48M Sell
12,899
-44
-0.3% -$5.13K 0.74% 31
2024
Q1 		$1.5M Buy
12,943
+1,737
+16% +$182K 0.8% 27
2023
Q4 		$1.12M Sell
11,206
-696
-6% -$73.2K 0.65% 34
2023
Q3 		$1.4M Buy
11,902
+481
+4% +$52.8K 0.86% 29
2023
Q2 		$1.22M Buy
11,421
+346
+3% +$37.8K 0.71% 35
2023
Q1 		$1.21M Sell
11,075
-91
-0.8% -$10.1K 0.76% 31
2022
Q4 		$1.23M Buy
11,166
+6,978
+167% +$748K 0.83% 31
2022
Q3 		$366K Sell
4,188
-698
-14% -$63.7K 0.33% 66
2022
Q2 		$418K Sell
4,886
-1,163
-19% -$105K 0.41% 59
2022
Q1 		$500K Sell
6,049
-25,852
-81% -$2.01M 0.4% 61
2021
Q4 		$1.95M Buy
+31,901
New +$1.99M 1.61% 18

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Key Client Fiduciary Advisors's XOM Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its ExxonMobil (XOM) stake by 2% in Q2 2026, selling an estimated $38.3K and leaving 12,423 shares worth $1.7M. The position accounts for 0.49% of the portfolio, ranked #45.

Key Client Fiduciary Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.15M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Key Client Fiduciary Advisors held 12,423 shares of ExxonMobil worth $1.7M as of Q2 2026.
  • Key Client Fiduciary Advisors sold 256 ExxonMobil shares in Q2 2026, an estimated $38.3K.
  • ExxonMobil made up 0.49% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #45 holding.
  • Key Client Fiduciary Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's ExxonMobil position peaked at $2.15M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.