Mountain Capital Investment Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $377K | Buy |
2,758
+119
| +5% | +$17.8K | 0.05% | 52 |
|
|
2026
Q1 | $391K | Buy |
2,639
+171
| +7% | +$25K | 0.06% | 50 |
|
|
2025
Q4 | $333K | Sell |
2,468
-35
| -1% | -$4.06K | 0.05% | 55 |
|
|
2025
Q3 | $280K | Sell |
2,503
-45
| -2% | -$5K | 0.05% | 63 |
|
|
2025
Q2 | $278K | Sell |
2,548
-172
| -6% | -$18.4K | 0.05% | 53 |
|
|
2025
Q1 | $295K | Buy |
2,720
+209
| +8% | +$23.1K | 0.06% | 41 |
|
|
2024
Q4 | $282K | Sell |
2,511
-342
| -12% | -$40K | 0.06% | 43 |
|
|
2024
Q3 | $343K | Sell |
2,853
-114
| -4% | -$13.2K | 0.08% | 38 |
|
|
2024
Q2 | $342K | Buy |
2,967
+296
| +11% | +$34.5K | 0.08% | 31 |
|
|
2024
Q1 | $324K | Sell |
2,671
-10,617
| -80% | -$1.11M | 0.09% | 28 |
|
|
2023
Q4 | $1.34M | Buy |
13,288
+7
| +0.1% | +$736 | 0.45% | 9 |
|
|
2023
Q3 | $1.38M | Sell |
13,281
-10,654
| -45% | -$1.17M | 0.52% | 9 |
|
|
2023
Q2 | $2.53M | Sell |
23,935
-6,841
| -22% | -$746K | 0.95% | 8 |
|
|
2023
Q1 | $3.56M | Buy |
30,776
+2,052
| +7% | +$227K | 1.57% | 11 |
|
|
2022
Q4 | $3.16M | Buy |
28,724
+3,156
| +12% | +$338K | 1.44% | 10 |
|
|
2022
Q3 | $2.65M | Sell |
25,568
-471
| -2% | -$43K | 1.39% | 15 |
|
|
2022
Q2 | $2.24M | Sell |
26,039
-1,191
| -4% | -$107K | 1.12% | 17 |
|
|
2022
Q1 | $2.28M | Buy |
27,230
+2,702
| +11% | +$210K | 1.08% | 19 |
|
|
2021
Q4 | $1.75M | Sell |
24,528
-2,040
| -8% | -$127K | 0.79% | 33 |
|
|
2021
Q3 | $1.65M | Buy |
26,568
+5,637
| +27% | +$321K | 0.87% | 25 |
|
|
2021
Q2 | $1.26M | Sell |
20,931
-1,380
| -6% | -$82.4K | 0.58% | 43 |
|
|
2021
Q1 | $1.24M | Sell |
22,311
-698
| -3% | -$36.6K | 0.62% | 52 |
|
|
2020
Q4 | $1.08M | Buy |
23,009
+673
| +3% | +$25.2K | 0.65% | 44 |
|
|
2020
Q3 | $773K | Sell |
22,336
-47,394
| -68% | -$1.94M | 0.5% | 69 |
|
|
2020
Q2 | $3.02M | Buy |
+69,730
| New | +$3.13M | 1.38% | 14 |
|
|
2019
Q2 | – | Sell |
-2,571
| Closed | -$208K | – | 48 |
|
|
2019
Q1 | $208K | Buy |
+2,571
| New | +$196K | 0.22% | 44 |
|
|
2018
Q4 | – | Sell |
-2,425
| Closed | -$206K | – | 45 |
|
|
2018
Q3 | $206K | Sell |
2,425
-91
| -4% | -$7.44K | 0.2% | 44 |
|
|
2018
Q2 | $208K | Buy |
+2,516
| New | +$200K | 0.2% | 43 |
|
|
2018
Q1 | – | Sell |
-4,459
| Closed | -$373K | – | 40 |
|
|
2017
Q4 | $373K | Sell |
4,459
-43
| -1% | -$3.56K | 0.36% | 23 |
|
|
2017
Q3 | $369K | Buy |
4,502
+2,339
| +108% | +$186K | 0.33% | 20 |
|
|
2017
Q2 | $175K | Buy |
+2,163
| New | +$177K | 0.17% | 39 |
|
Other funds holding XOM
Mountain Capital Investment Advisors's XOM Position: Q2 2026 in Review
Mountain Capital Investment Advisors increased its ExxonMobil (XOM) stake by 4.5% in Q2 2026, buying an estimated $17.8K and bringing the position to 2,758 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #52.
Mountain Capital Investment Advisors first reported a position in XOM in Q2 2017 and has held it in 31 quarters since. The position peaked at $3.56M in Q1 2023. 4,272 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Mountain Capital Investment Advisors held 2,758 shares of ExxonMobil worth $377K as of Q2 2026.
- Mountain Capital Investment Advisors bought 119 ExxonMobil shares in Q2 2026, an estimated $17.8K.
- ExxonMobil made up 0.05% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #52 holding.
- Mountain Capital Investment Advisors first reported a position in ExxonMobil in Q2 2017 and has held it in 31 quarters since.
- Mountain Capital Investment Advisors's ExxonMobil position peaked at $3.56M in Q1 2023.
- 4,272 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.