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Kovack Advisors’s ExxonMobil XOM Stock Holding History

Kovack 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 		$9.17M Sell
67,192
-3,435
-5% -$514K 0.44% 40
2026
Q1 		$11.6M Sell
70,627
-1,430
-2% -$209K 0.62% 21
2025
Q4 		$8.67M Buy
72,057
+37,034
+106% +$4.3M 0.4% 52
2025
Q3 		$3.95M Sell
35,023
-3,499
-9% -$389K 0.37% 51
2025
Q2 		$4.15M Sell
38,522
-2,906
-7% -$311K 0.41% 49
2025
Q1 		$4.93M Sell
41,428
-33,127
-44% -$3.66M 0.52% 39
2024
Q4 		$8.02M Sell
74,555
-1,778
-2% -$208K 0.79% 23
2024
Q3 		$8.95M Sell
76,333
-8,091
-10% -$934K 0.95% 18
2024
Q2 		$9.72M Buy
84,424
+24,788
+42% +$2.89M 1.07% 15
2024
Q1 		$6.93M Sell
59,636
-651
-1% -$68.1K 0.84% 15
2023
Q4 		$6.03M Sell
60,287
-2,506
-4% -$263K 0.72% 20
2023
Q3 		$7.38M Buy
62,793
+1,571
+3% +$172K 1.03% 11
2023
Q2 		$6.57M Sell
61,222
-16,408
-21% -$1.79M 0.84% 16
2023
Q1 		$8.51M Sell
77,630
-1,021
-1% -$113K 1.16% 9
2022
Q4 		$8.68M Buy
78,651
+9,574
+14% +$1.03M 1.27% 9
2022
Q3 		$6.03M Buy
69,077
+19,881
+40% +$1.82M 0.89% 12
2022
Q2 		$4.21M Sell
49,196
-12,212
-20% -$1.1M 0.56% 26
2022
Q1 		$5.07M Sell
61,408
-11,009
-15% -$856K 0.52% 28
2021
Q4 		$4.43M Buy
72,417
+12,785
+21% +$799K 0.43% 34
2021
Q3 		$3.51M Buy
59,632
+1,453
+2% +$82.8K 0.38% 60
2021
Q2 		$3.67M Buy
58,179
+3,698
+7% +$221K 0.42% 52
2021
Q1 		$3.04M Sell
54,481
-12,482
-19% -$654K 0.4% 61
2020
Q4 		$2.76M Sell
66,963
-1,496
-2% -$56.1K 0.4% 54
2020
Q3 		$2.35M Buy
68,459
+9,201
+16% +$376K 0.42% 56
2020
Q2 		$2.65M Buy
59,258
+13,203
+29% +$592K 0.52% 44
2020
Q1 		$1.75M Buy
46,055
+8,160
+22% +$451K 0.4% 67
2019
Q4 		$2.64M Buy
37,895
+6,299
+20% +$436K 0.47% 47
2019
Q3 		$2.23M Buy
31,596
+531
+2% +$38.4K 0.46% 50
2019
Q2 		$2.38M Sell
31,065
-79
-0.3% -$6.12K 0.54% 41
2019
Q1 		$2.52M Buy
31,144
+2,625
+9% +$200K 0.63% 28
2018
Q4 		$1.95M Buy
28,519
+3,794
+15% +$298K 0.57% 36
2018
Q3 		$2.1M Buy
24,725
+3,023
+14% +$247K 0.54% 33
2018
Q2 		$1.79M Sell
21,702
-10,415
-32% -$830K 0.5% 41
2018
Q1 		$2.4M Sell
32,117
-1,390
-4% -$111K 0.6% 28
2017
Q4 		$2.8M Buy
33,507
+4,718
+16% +$390K 0.71% 22
2017
Q3 		$2.36M Buy
28,789
+6,221
+28% +$494K 0.78% 20
2017
Q2 		$1.82M Sell
22,568
-2,314
-9% -$189K 0.58% 27
2017
Q1 		$2.04M Buy
24,882
+10,367
+71% +$866K 0.79% 21
2016
Q4 		$1.31M Sell
14,515
-1,115
-7% -$97.4K 0.62% 34
2016
Q3 		$1.36M Buy
15,630
+1,285
+9% +$114K 0.66% 35
2016
Q2 		$1.34M Sell
14,345
-1,509
-10% -$133K 0.71% 32
2016
Q1 		$1.32M Sell
15,854
-491
-3% -$39.3K 0.83% 26
2015
Q4 		$1.27M Buy
16,345
+4,590
+39% +$367K 0.84% 27
2015
Q3 		$874K Buy
11,755
+145
+1% +$11.2K 0.61% 41
2015
Q2 		$966K Sell
11,610
-870
-7% -$74.8K 0.68% 34
2015
Q1 		$1.06M Buy
12,480
+1,387
+13% +$123K 0.9% 23
2014
Q4 		$1.03M Buy
11,093
+1,461
+15% +$136K 1.06% 15
2014
Q3 		$906K Buy
9,632
+4,821
+100% +$480K 1.33% 12
2014
Q2 		$484K Buy
4,811
+870
+22% +$87.8K 0.7% 25
2014
Q1 		$363K Buy
3,941
+110
+3% +$10.5K 1.24% 23
2013
Q4 		$388K Sell
3,831
-405
-10% -$37.4K 2.11% 11
2013
Q3 		$365K Buy
4,236
+10
+0.2% +$902 1.88% 16
2013
Q2 		$382K Buy
+4,226
New +$380K 2.25% 14

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

Kovack Advisors's XOM Position: Q2 2026 in Review

Kovack Advisors reduced its ExxonMobil (XOM) stake by 4.9% in Q2 2026, selling an estimated $514K and leaving 67,192 shares worth $9.17M. The position accounts for 0.44% of the portfolio, ranked #40.

Kovack Advisors first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.6M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Kovack Advisors held 67,192 shares of ExxonMobil worth $9.17M as of Q2 2026.
  • Kovack Advisors sold 3,435 ExxonMobil shares in Q2 2026, an estimated $514K.
  • ExxonMobil made up 0.44% of Kovack Advisors's portfolio in Q2 2026, its #40 holding.
  • Kovack Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Kovack Advisors's ExxonMobil position peaked at $11.6M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.