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
2023 Q1	–	Sell	-5	Closed	-$9.78K	–	657
2022 Q4	$9.78K	Sell	5 -10	-67%	-$1.07K	﹤0.01%	537
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	554
2022 Q2	$5K	Buy	15 +6	+67%	+$541	﹤0.01%	597
2022 Q1	$4K	Buy	+9	New	+$700	﹤0.01%	722
2016 Q3	–	Sell	-25	Closed	-$11K	–	310
2016 Q2	$11K	Buy	+25	New	+$2.21K	0.01%	250
2014 Q1	–	Sell	-4	Closed	-$2K	–	92
2013 Q4	$2K	Buy	+4	New	+$370	0.01%	67
2013 Q3	–	Sell	-4	Closed	-$1K	–	87
2013 Q2	$1K	Buy	+4	New	+$360	0.01%	60

Other funds holding XOM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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. 1,894 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.
1,894 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.