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Northstar Advisory Group’s ExxonMobil XOM Stock Holding History

Northstar Advisory Group’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 		$4.8M Sell
35,080
-14,775
-30% -$2.21M 1.49% 17
2026
Q1 		$8.46M Sell
49,855
-1,192
-2% -$174K 3.15% 8
2025
Q4 		$6.14M Buy
51,047
+30,478
+148% +$3.53M 2.18% 12
2025
Q3 		$2.32M Buy
20,569
+873
+4% +$97K 0.95% 33
2025
Q2 		$2.12M Sell
19,696
-71
-0.4% -$7.59K 1.04% 29
2025
Q1 		$2.35M Sell
19,767
-73
-0.4% -$8.07K 1.54% 23
2024
Q4 		$2.13M Sell
19,840
-68
-0.3% -$7.95K 1.09% 30
2024
Q3 		$2.33M Buy
19,908
+102
+0.5% +$11.8K 1.21% 27
2024
Q2 		$2.28M Buy
19,806
+81
+0.4% +$9.43K 1.31% 21
2024
Q1 		$2.34M Buy
19,725
+1,170
+6% +$122K 1.41% 23
2023
Q4 		$1.86M Sell
18,555
-204
-1% -$21.4K 1.1% 26
2023
Q3 		$2.21M Sell
18,759
-276
-1% -$30.3K 1.61% 15
2023
Q2 		$2.04M Buy
19,035
+550
+3% +$60K 1.34% 25
2023
Q1 		$2.03M Buy
18,485
+139
+0.8% +$15.4K 1.52% 14
2022
Q4 		$2.02M Sell
18,346
-170
-0.9% -$18.2K 1.6% 10
2022
Q3 		$1.62M Sell
18,516
-124
-0.7% -$11.3K 1.45% 14
2022
Q2 		$1.6M Buy
18,640
+328
+2% +$29.6K 1.19% 13
2022
Q1 		$1.51M Sell
18,312
-477
-3% -$37.1K 0.97% 25
2021
Q4 		$1.15M Buy
+18,789
New +$1.17M 0.68% 30
2021
Q3 		– Sell
-16,729
Closed -$1.05M – 143
2021
Q2 		$1.05M Buy
16,729
+2,035
+14% +$121K 0.66% 43
2021
Q1 		$820K Buy
14,694
+1,914
+15% +$100K 0.63% 42
2020
Q4 		$527K Buy
+12,780
New +$479K 0.44% 49

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Northstar Advisory Group's XOM Position: Q2 2026 in Review

Northstar Advisory Group reduced its ExxonMobil (XOM) stake by 30% in Q2 2026, selling an estimated $2.21M and leaving 35,080 shares worth $4.8M. The position accounts for 1.49% of the portfolio, ranked #17.

Northstar Advisory Group first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.46M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Northstar Advisory Group held 35,080 shares of ExxonMobil worth $4.8M as of Q2 2026.
  • Northstar Advisory Group sold 14,775 ExxonMobil shares in Q2 2026, an estimated $2.21M.
  • ExxonMobil made up 1.49% of Northstar Advisory Group's portfolio in Q2 2026, its #17 holding.
  • Northstar Advisory Group first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • Northstar Advisory Group's ExxonMobil position peaked at $8.46M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.