Pinion Investment Advisors’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$381K Buy
2,790
+4
+0.1% +$599 0.07% 144
2026
Q1
$473K Sell
2,786
-524
-16% -$76.5K 0.11% 114
2025
Q4
$398K Sell
3,310
-8
-0.2% -$928 0.1% 119
2025
Q3
$383K Sell
3,318
-1,042
-24% -$116K 0.1% 120
2025
Q2
$470K Buy
4,360
+45
+1% +$4.81K 0.16% 104
2025
Q1
$513K Sell
4,315
-167
-4% -$18.5K 0.11% 96
2024
Q4
$482K Sell
4,482
-10
-0.2% -$1.17K 0.19% 94
2024
Q3
$527K Buy
4,492
+256
+6% +$29.6K 0.22% 86
2024
Q2
$488K Buy
4,236
+400
+10% +$46.6K 0.24% 79
2024
Q1
$446K Buy
3,836
+588
+18% +$61.5K 0.23% 85
2023
Q4
$325K Buy
3,248
+236
+8% +$24.8K 0.2% 112
2023
Q3
$354K Buy
3,012
+178
+6% +$19.5K 0.23% 108
2023
Q2
$304K Buy
2,834
+789
+39% +$86.1K 0.21% 126
2023
Q1
$224K Buy
2,045
+204
+11% +$22.6K 0.21% 112
2022
Q4
$203K Buy
+1,841
New +$197K 0.19% 123
2020
Q1
Sell
-3,598
Closed -$251K 123
2019
Q4
$251K Buy
3,598
+432
+14% +$29.9K 0.47% 105
2019
Q3
$224K Buy
+3,166
New +$229K 0.46% 106
2018
Q2
Sell
-3,307
Closed -$247K 124
2018
Q1
$247K Buy
+3,307
New +$264K 0.53% 97

Other funds holding XOM

Pinion Investment Advisors's XOM Position: Q2 2026 in Review

Pinion Investment Advisors increased its ExxonMobil (XOM) stake by 0.14% in Q2 2026, buying an estimated $599 and bringing the position to 2,790 shares worth $381K. The position accounts for 0.07% of the portfolio, ranked #144.

Pinion Investment Advisors first reported a position in XOM in Q1 2018 and has held it in 18 quarters since. The position peaked at $527K in Q3 2024. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Pinion Investment Advisors held 2,790 shares of ExxonMobil worth $381K as of Q2 2026.
  • Pinion Investment Advisors bought 4 ExxonMobil shares in Q2 2026, an estimated $599.
  • ExxonMobil made up 0.07% of Pinion Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • Pinion Investment Advisors first reported a position in ExxonMobil in Q1 2018 and has held it in 18 quarters since.
  • Pinion Investment Advisors's ExxonMobil position peaked at $527K in Q3 2024.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.