KPP Advisory Services’s ExxonMobil XOM Stock Holding History

KPP Advisory Services’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	$3.66M	Sell	26,799 -1,605	-6%	-$240K	0.46%	55
2026 Q1	$4.82M	Sell	28,404 -4,595	-14%	-$671K	0.7%	33
2025 Q4	$3.97M	Sell	32,999 -747	-2%	-$86.6K	0.58%	41
2025 Q3	$3.8M	Buy	33,746 +689	+2%	+$76.6K	0.56%	43
2025 Q2	$3.56M	Buy	33,057 +871	+3%	+$93.1K	0.59%	43
2025 Q1	$3.83M	Buy	32,186 +16,742	+108%	+$1.85M	0.73%	33
2024 Q4	$1.66M	Buy	15,444 +393	+3%	+$46K	0.39%	63
2024 Q3	$1.76M	Buy	15,051 +49	+0.3%	+$5.66K	0.42%	61
2024 Q2	$1.73M	Sell	15,002 -37	-0.2%	-$4.31K	0.46%	54
2024 Q1	$1.75M	Sell	15,039 -125	-0.8%	-$13.1K	0.48%	52
2023 Q4	$1.52M	Sell	15,164 -1,736	-10%	-$182K	1.33%	18
2023 Q3	$1.99M	Buy	+16,900	New	+$1.85M	0.66%	36

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

KPP Advisory Services's XOM Position: Q2 2026 in Review

KPP Advisory Services reduced its ExxonMobil (XOM) stake by 5.7% in Q2 2026, selling an estimated $240K and leaving 26,799 shares worth $3.66M. The position accounts for 0.46% of the portfolio, ranked #55.

KPP Advisory Services first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.82M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

KPP Advisory Services held 26,799 shares of ExxonMobil worth $3.66M as of Q2 2026.
KPP Advisory Services sold 1,605 ExxonMobil shares in Q2 2026, an estimated $240K.
ExxonMobil made up 0.46% of KPP Advisory Services's portfolio in Q2 2026, its #55 holding.
KPP Advisory Services first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's ExxonMobil position peaked at $4.82M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.