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Marathon Strategic Advisors’s ExxonMobil XOM Stock Holding History

Marathon Strategic 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 		$1.87M Hold
13,713
– – 1.06% 18
2026
Q1 		$2.33M Hold
13,713
– – 1.67% 16
2025
Q4 		$1.65M Hold
13,713
– – 1.26% 18
2025
Q3 		$1.55M Buy
+13,713
New +$1.52M 1.24% 20

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Marathon Strategic Advisors's XOM Position: Q2 2026 in Review

Marathon Strategic Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 13,713 shares worth $1.87M. The position accounts for 1.06% of the portfolio, ranked #18.

Marathon Strategic Advisors first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.33M in Q1 2026. 1,424 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Marathon Strategic Advisors held 13,713 shares of ExxonMobil worth $1.87M as of Q2 2026.
  • Marathon Strategic Advisors left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 1.06% of Marathon Strategic Advisors's portfolio in Q2 2026, its #18 holding.
  • Marathon Strategic Advisors first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • Marathon Strategic Advisors's ExxonMobil position peaked at $2.33M in Q1 2026.
  • 1,424 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.