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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
2016
Q3 		– Sell
-24
Closed -$2K – 311
2016
Q2 		$2K Buy
+24
New +$2.12K ﹤0.01% 260

Other funds holding XOM

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
Retirement Systems of Alabama
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.