PFA
XOM icon

Pathway Financial Advisors’s ExxonMobil XOM Stock Holding History

Pathway Financial 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 		$875K Buy
6,381
+3,443
+117% +$515K 0.1% 69
2026
Q1 		$472K Sell
2,938
-949
-24% -$138K 0.06% 95
2025
Q4 		$470K Buy
3,887
+3
+0.1% +$348 0.06% 99
2025
Q3 		$438K Hold
3,884
– – 0.06% 102
2025
Q2 		$419K Sell
3,884
-133
-3% -$14.2K 0.06% 96
2025
Q1 		$478K Sell
4,017
-1,090
-21% -$121K 0.09% 96
2024
Q4 		$549K Buy
5,107
+40
+0.8% +$4.68K 0.13% 85
2024
Q3 		$594K Hold
5,067
– – 0.15% 80
2024
Q2 		$583K Sell
5,067
-125
-2% -$14.6K 0.16% 76
2024
Q1 		$604K Buy
5,192
+250
+5% +$26.2K 0.16% 72
2023
Q4 		$494K Sell
4,942
-44
-0.9% -$4.63K 0.14% 83
2023
Q3 		$586K Hold
4,986
– – 0.2% 56
2023
Q2 		$535K Sell
4,986
-495
-9% -$54K 0.17% 61
2023
Q1 		$601K Hold
5,481
– – 0.2% 54
2022
Q4 		$605K Sell
5,481
-1,218
-18% -$131K 0.19% 55
2022
Q3 		$585K Buy
6,699
+1,294
+24% +$118K 0.2% 55
2022
Q2 		$463K Sell
5,405
-1,558
-22% -$141K 0.19% 64
2022
Q1 		$575K Hold
6,963
– – 0.22% 57
2021
Q4 		$529K Buy
+6,963
New +$435K 0.19% 60
2021
Q1 		$540K Sell
9,174
-443
-5% -$23.2K 0.21% 55
2020
Q4 		$523K Sell
9,617
-1,158
-11% -$43.4K 0.22% 50
2020
Q3 		$357K Hold
10,775
– – 0.14% 62
2020
Q2 		$482K Sell
10,775
-950
-8% -$42.6K 0.15% 47
2020
Q1 		$460K Buy
11,725
+929
+9% +$51.3K 0.15% 43
2019
Q4 		$730K Buy
+10,796
New +$747K 0.21% 47
2019
Q2 		– Sell
-3,005
Closed -$243K – 103
2019
Q1 		$243K Hold
3,005
– – 0.08% 85
2018
Q4 		$205K Hold
3,005
– – 0.12% 88
2018
Q3 		$216K Sell
3,005
-324
-10% -$26.5K 0.12% 88
2018
Q2 		$275K Sell
3,329
-165
-5% -$13.1K 0.16% 68
2018
Q1 		$261K Hold
3,494
– – 0.15% 68
2017
Q4 		$292K Buy
+3,494
New +$289K 0.17% 66

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Pathway Financial Advisors's XOM Position: Q2 2026 in Review

Pathway Financial Advisors increased its ExxonMobil (XOM) stake by 117% in Q2 2026, buying an estimated $515K and bringing the position to 6,381 shares worth $875K. The position accounts for 0.1% of the portfolio, ranked #69.

Pathway Financial Advisors first reported a position in XOM in Q4 2017 and has held it in 31 quarters since. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Pathway Financial Advisors held 6,381 shares of ExxonMobil worth $875K as of Q2 2026.
  • Pathway Financial Advisors bought 3,443 ExxonMobil shares in Q2 2026, an estimated $515K.
  • ExxonMobil made up 0.1% of Pathway Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Pathway Financial Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 31 quarters since.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.