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
2024 Q1	–	Sell	-1,700	Closed	-$170K	–	196
2023 Q4	$170K	Hold	1,700	–	–	0.1%	165
2023 Q3	$200K	Sell	1,700 -1,400	-45%	-$154K	0.12%	159
2023 Q2	$332K	Hold	3,100	–	–	0.19%	117
2023 Q1	$340	Sell	3,100 -800	-21%	-$88.5K	﹤0.01%	168
2022 Q4	$430K	Sell	3,900 -9,400	-71%	-$1.01M	0.29%	81
2022 Q3	$1.16M	Buy	+13,300	New	+$1.21M	1.05%	23

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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 Seoul, South Korea $67.7B AUM 51.91% 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. 1,464 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.
1,464 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.