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Latitude Advisors’s ExxonMobil XOM Stock Holding History

Latitude 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 		$1.13M Buy
8,241
+42
+0.5% +$6.29K 0.45% 54
2026
Q1 		$1.39M Buy
8,199
+52
+0.6% +$7.59K 0.64% 38
2025
Q4 		$980K Buy
8,147
+184
+2% +$21.3K 0.43% 58
2025
Q3 		$898K Sell
7,963
-5,295
-40% -$589K 0.41% 61
2025
Q2 		$1.43M Buy
13,258
+15
+0.1% +$1.6K 0.72% 30
2025
Q1 		$1.57M Sell
13,243
-77
-0.6% -$8.52K 0.92% 21
2024
Q4 		$1.43M Sell
13,320
-58
-0.4% -$6.79K 0.81% 29
2024
Q3 		$1.57M Buy
13,378
+88
+0.7% +$10.2K 0.89% 23
2024
Q2 		$1.53M Sell
13,290
-265
-2% -$30.9K 0.93% 20
2024
Q1 		$1.58M Sell
13,555
-77
-0.6% -$8.06K 0.99% 20
2023
Q4 		$1.36M Sell
13,632
-43
-0.3% -$4.52K 0.96% 22
2023
Q3 		$1.61M Sell
13,675
-138
-1% -$15.1K 1.15% 17
2023
Q2 		$1.48M Sell
13,813
-840
-6% -$91.7K 1.03% 23
2023
Q1 		$1.61M Sell
14,653
-106
-0.7% -$11.7K 1.16% 19
2022
Q4 		$1.63M Sell
14,759
-859
-6% -$92K 1.22% 16
2022
Q3 		$1.36M Buy
15,618
+535
+4% +$48.8K 1.13% 21
2022
Q2 		$1.29M Sell
15,083
-29,395
-66% -$2.65M 1.19% 19
2022
Q1 		$3.67M Buy
44,478
+15,720
+55% +$1.22M 0.83% 21
2021
Q4 		$1.76M Buy
28,758
+4,068
+16% +$254K 0.49% 33
2021
Q3 		$1.45M Buy
24,690
+11,856
+92% +$676K 0.46% 35
2021
Q2 		$810K Hold
12,834
– – 0.6% 32
2021
Q1 		$716K Sell
12,834
-1,177
-8% -$61.7K 0.59% 37
2020
Q4 		$578K Buy
+14,011
New +$525K 0.51% 50

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

Latitude Advisors's XOM Position: Q2 2026 in Review

Latitude Advisors increased its ExxonMobil (XOM) stake by 0.51% in Q2 2026, buying an estimated $6.29K and bringing the position to 8,241 shares worth $1.13M. The position accounts for 0.45% of the portfolio, ranked #54.

Latitude Advisors first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.67M in Q1 2022. 2,103 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Latitude Advisors held 8,241 shares of ExxonMobil worth $1.13M as of Q2 2026.
  • Latitude Advisors bought 42 ExxonMobil shares in Q2 2026, an estimated $6.29K.
  • ExxonMobil made up 0.45% of Latitude Advisors's portfolio in Q2 2026, its #54 holding.
  • Latitude Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's ExxonMobil position peaked at $3.67M in Q1 2022.
  • 2,103 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.