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NorthAvenue LLC’s ExxonMobil XOM Stock Holding History

NorthAvenue LLC’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 		$22.7K Hold
166
– – 0.02% 111
2026
Q1 		$28.2K Buy
166
+150
+938% +$21.9K 0.02% 85
2025
Q4 		$1.93K Buy
+16
New +$1.86K ﹤0.01% 191

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

NorthAvenue LLC's XOM Position: Q2 2026 in Review

NorthAvenue LLC held its ExxonMobil (XOM) position steady in Q2 2026 at 166 shares worth $22.7K. The position accounts for 0.02% of the portfolio, ranked #111.

NorthAvenue LLC first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.2K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • NorthAvenue LLC held 166 shares of ExxonMobil worth $22.7K as of Q2 2026.
  • NorthAvenue LLC left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.02% of NorthAvenue LLC's portfolio in Q2 2026, its #111 holding.
  • NorthAvenue LLC first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's ExxonMobil position peaked at $28.2K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.