Mount Yale Investment Advisors’s ExxonMobil XOM Stock Holding History

Mount Yale Investment 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
2019 Q3	–	Sell	-2,800	Closed	-$1K	–	341
2019 Q2	$1K	Buy	+2,800	New	+$217K	﹤0.01%	315
2018 Q2	–	Sell	-2,800	Closed	-$1K	–	1013
2018 Q1	$1K	Buy	+2,800	New	+$224K	﹤0.01%	933

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mount Yale Investment Advisors's XOM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its ExxonMobil (XOM) stake by 45% in Q1 2026, buying an estimated $17.5M and bringing the position to 387,890 shares worth $65.8M. The position accounts for 1.53% of the portfolio, ranked #7.

Mount Yale Investment Advisors first reported a position in XOM in Q1 2018 and has held it in 33 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Mount Yale Investment Advisors held 387,890 shares of ExxonMobil worth $65.8M as of Q1 2026.
Mount Yale Investment Advisors bought 119,840 ExxonMobil shares in Q1 2026, an estimated $17.5M.
ExxonMobil made up 1.53% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #7 holding.
Mount Yale Investment Advisors first reported a position in ExxonMobil in Q1 2018 and has held it in 33 quarters since.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.