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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mount Yale Investment Advisors's XOM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its ExxonMobil (XOM) stake by 1.1% in Q2 2026, buying an estimated $630K and bringing the position to 392,100 shares worth $53.6M. The position accounts for 0.99% of the portfolio, ranked #14.

Mount Yale Investment Advisors first reported a position in XOM in Q1 2018 and has held it in 34 quarters since. The position peaked at $65.8M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Mount Yale Investment Advisors held 392,100 shares of ExxonMobil worth $53.6M as of Q2 2026.
  • Mount Yale Investment Advisors bought 4,210 ExxonMobil shares in Q2 2026, an estimated $630K.
  • ExxonMobil made up 0.99% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Mount Yale Investment Advisors first reported a position in ExxonMobil in Q1 2018 and has held it in 34 quarters since.
  • Mount Yale Investment Advisors's ExxonMobil position peaked at $65.8M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.