MCIA
XOM icon

Mountain Capital Investment Advisors’s ExxonMobil XOM Stock Holding History

Mountain Capital 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
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

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

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. 1,464 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.
  • 1,464 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.