Petra Financial Advisors’s ExxonMobil XOM Stock Holding History

Petra 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	$467K	Buy	+3,412	New	+$511K	0.22%	106
2026 Q1	–	Sell	-2,364	Closed	-$284K	–	156
2025 Q4	$284K	Buy	2,364 +503	+27%	+$58.3K	0.17%	121
2025 Q3	$210K	Sell	1,861 -475	-20%	-$52.8K	0.12%	130
2025 Q2	$252K	Buy	2,336 +13	+0.6%	+$1.39K	0.16%	125
2025 Q1	$276K	Sell	2,323 -1,719	-43%	-$190K	0.23%	93
2024 Q4	$435K	Sell	4,042 -113	-3%	-$13.2K	0.3%	91
2024 Q3	$487K	Buy	4,155 +1,968	+90%	+$227K	0.32%	84
2024 Q2	$252K	Buy	2,187 +153	+8%	+$17.8K	0.18%	110
2024 Q1	$216K	Buy	+2,034	New	+$213K	0.16%	115
2023 Q4	–	Sell	-4,051	Closed	-$476K	–	128
2023 Q3	$476K	Buy	4,051 +1,461	+56%	+$160K	0.4%	71
2023 Q2	$278K	Sell	2,590 -1,509	-37%	-$165K	0.25%	91
2023 Q1	$449K	Buy	4,099 +1,520	+59%	+$168K	0.44%	42
2022 Q4	$284K	Buy	+2,579	New	+$276K	0.31%	74

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Petra Financial Advisors opened a new position in ExxonMobil (XOM) in Q2 2026: 3,412 shares worth $467K. The stake represents 0.22% of the portfolio and ranks #106 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in XOM as recently as Q4 2025.

Petra Financial Advisors first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. The position peaked at $487K in Q3 2024. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Petra Financial Advisors held 3,412 shares of ExxonMobil worth $467K as of Q2 2026.
ExxonMobil was a new Petra Financial Advisors position in Q2 2026.
ExxonMobil made up 0.22% of Petra Financial Advisors's portfolio in Q2 2026, its #106 holding.
Petra Financial Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
Petra Financial Advisors's ExxonMobil position peaked at $487K in Q3 2024.
2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.